Forward™ Apps - Kick your CRM into overdrive with insights that lead to action.
The Forward™ Apps are a revolutionary collection of extensions for the most popular modern CRM platforms: Salesforce® and Microsoft Dynamics 365 for Sales. These apps are designed to extend the CRM platforms' functionality to better support the health insurance industry. They provide comprehensive profiles of your members, brokers and/or providers, and create an extensible toolset that can propel payers to the next level of analytics-driven workflow automation and relationship management. In a time when member, broker and provider relationships are evolving and changing almost as rapidly as technology itself, the Forward™ Apps from HGS Colibrium bring much needed healthcare-specific extensions to the Salesforce® and Microsoft Dynamics 365 for Sales CRM platforms.
- MEMBER
- BROKER
- PROVIDER
Master Relationship Management in your CRM with extensions designed specifically for health payers
Member Forward™ provides data models used for profiling a payer's members and their policies across market segments, creating a seamless journey with the member, from shopping and enrollment to utilization and service management, all the way to renewal.
Manage
Manage sales, coverage change & renewals process from the CRM
Track
Quotes, enrollments, communications, claims, service cases, family structures, subsidies, utilization, metrics & benchmarks
Act
Build outreach lists for automated communication, put a complete view of the member at the fingertips of your service team, easily report on & analyze payer-specific data
Integrate
Integrate with your core administration systems to extend capabilities for tracking & managing communications & critical interactions (uses standard CRM integration web services)
Customize
Easily customize & extend to meet unique needs of your organization – use our dashboards & forms or design your own, drag & drop modification
Master Relationship Management in your CRM with extensions designed specifically for health payers
Broker Forward™ allows a carrier to model and manage their relationships with their brokers and agencies across the full broker hierarchy and market segments, providing a seamless experience.
Manage
Broker data entry & updates in an automated workflow environment – coordinate with Marketplace to manage broker self-registration, licensure & appointment processes
Track
Communications, quality/training, licensing/appointment, complex agency hierarchies, commissions, metrics & benchmarks
Act
Build outreach lists for automated communication, put a complete view of the broker at the fingertips of your service team, easily report on & analyze broker data
Integrate
Integrate with your core broker management & commissions systems to extend capabilities for tracking & managing communications & critical interactions (uses standard CRM integration web services)
Customize
Easily customize & extend to meet unique needs of your organization – use our dashboards & forms or design your own, drag & drop modification
Master Relationship Management in your CRM with extensions designed specifically for health payers
From network inception, provider certification, and provider support, to claims processing and payment, Provider Forward™ allows carriers to model and manage their relationships with their providers across networks and segments.
Manage
Provider data entry & updates in an automated workflow environment – quickly identify records with missing or outdated data & manage the update process inside the CRM
Track
Communications, quality/training, certification, multiple locations, practice structures, specialties, metrics & benchmarks
Act
Build outreach lists for automated communication, put a complete view of the provider at the fingertips of your service team, easily report on & analyze provider data
Integrate
Integrate with your core network management tools to extend capabilities for tracking & managing communications & critical interactions (uses standard CRM integration web services)
Customize
Easily customize & extend to meet unique needs of your organization – use our dashboards & forms or design your own, drag & drop modification
Track All Interactions with Your Members, Brokers and Providers
Our Forward™ Apps extend your CRM platforms' support, and customize it specifically for the health insurance industry. Each app provides a structured profile of the member, broker or provider that tracks all interactions and information, building a comprehensive history of these most important audiences. That information is pulled into the CRM and integrated into a single view, providing your service agents with context to better interact with your members, brokers or providers, and allowing your sales team to operate more efficiently. Putting a complete view of the member, broker and/or provider at the fingertips of your service team creates a seamless experience for all of your customers.
Insights that Lead to Action
A comprehensive history of the member, broker or provider is tracked and integrated into the CRM, including raw data, analytics and meta-analytics. This complex profile enables your team to gather insights they can immediately act on. Whether deciding best next actions or generating targeted outreach lists, they can immediately engage through the CRM's inherent communication tools (built-in email, SMS, social messaging, etc.) or through connected systems such as call center phone and chat systems. These profiles become the foundation for a service and sales-oriented analytics platform where a member's, broker's or provider's relationship can be easily managed across the entire lifecycle.
Easy Integration & Customization
Our solutions use standard CRM integration web services, making integrating these apps with your core administration systems, broker management and commissions systems, and network management tools easy. Use our dashboards and forms or choose to design your own. With our drag and drop modification, you can customize and extend each of our Forward™ Apps to meet the unique needs of your organization.
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