Benefits shopping shouldn’t be this difficult.Your customers know what a great shopping experience feels like, and so do you. But with information spread across your organization, you’re often stuck offering a clunky, inefficient experience that fails to delight your customers.

You need CRM specifically built for your industry, and you need all the benefits of the cloud. Now you can have both with Vlocity, the Industry Cloud Company.

Health Insurance

VLOCITY INDUSTRY CLOUDPRODUCT SUMMARY

Vlocity Health Insurance – Key Features

TARGETED SHOPPING EXPERIENCE

INDIVIDUAL, SMALL GROUP, & LARGE GROUP

PLAN AND RATE ADMINISTRATION

KNOW YOUR CUSTOMERS’ BENEFITS AND EMPLOYMENT HISTORY

Track each customer’s past relationships and benefits history.

OFFER MULTIPLE LINES OF BENEFITS

Provide health, life, disability and other lines of insurance all maintained in one catalog.

FOCUS THE PLAN OPTIONS

Keep the shopping process simple by narrowing down the options presented.

Vlocity Health Insurance – Benefits

ABOUT VLOCITY

Vlocity, the leading Industry Cloud App company on Salesforce, empowers companies to deliver a unified and industry-specific customer experience. Vlocity Industry Cloud Apps are modern cloud and mobile software that embed industry-specific functionality, best practices and business processes for customer-centric industries. Built in partnership with Salesforce, the world’s #1 CRM company, Vlocity Industry Cloud Apps leverage the omni-channel capabilities of the Salesforce Customer Success Platform to enable companies to achieve faster business agility and time to value from the cloud.

Learn more at www.vlocity.com and follow us at @vlocity.

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