P2A: Sales Enablement
Transform Your Sales Operations
Win more business with a hassle-free, proposal process that accommodates client customization requests at the point-of-sale.
Streamline the sales process
Produce proposals faster
Customize plans quicker and easier
Accelerate
revenue
Cut administrative costs
Faster
Market Responsiveness
On-Demand
Proposal
Creation
Accurate
Sold Plan Data
Less Effort, More Innovation
Sales Enablement is an innovative sales solution that enhances your market responsiveness and drives your competitive advantage.
Eliminate
Long proposal turnaround times
Multiple approvals for every customization request
Frustrated accounts
Not knowing what was sold across the organization
Achieve
Expedited proposal delivery to accounts
Faster approval with optimally tailored plans on the first attempt
Accelerated sales cycle for quicker transactions
Enhanced sales transparency for improved claims processing and customer service
Optimize Your Sales Strategy
How it Works
1
Unified Product Data Source
Utilize a central location for plan,
cost-share, and services/benefit data helping sales propose better fit proposals.
2
On-Demand Customization
Configure plans and make customizations at the point of sale within allowable limits, reducing the need for back-and-forth with product management.
3
Automated Approval Workflows
Speed up the approval process for customizations beyond standard limits, ensuring rapid response to market needs.
4
Downstream Integration
Seamlessly
integrate document generation, account setup, claims handling, and member services to enhance operational efficiency and client satisfaction.
Enhance Sales Efficiency
Beyond Traditional Sales Tools
Seamless CRM Integration
Easily integrate into your current CRM system for a fully connected sales experience.
Empowered Customizations
Your sales team can independently tailor plans within set limits, speeding up proposal times and reducing reliance on underwriting.
Accelerated Proposal Creation
Direct access to product data lets sales build proposals faster, cutting down turnaround times and boosting competitiveness.
Automated Exception Handling
Manage out-of-bounds requests with an efficient automated workflow, maintaining speed and compliance.
Downstream Integration
Seamlessly link sales to service delivery, ensuring everyone knows what was sold and for how much, enhancing client satisfaction.
Built for Scalability
Easily handle increased volumes of data and document complexity without adding to your administrative burden.
Commercial Health Plans
ASO, ACA, Individual and Family, Small Group, Large Group, and Ancillary plans also benefit from:
Streamline sales processes with tools that enable rapid
proposal customization.
Efficient exception management ensures compliance and reduces turnaround times.
Government-Sponsored Health Plans
Medicare Advantage and Dual Eligible plans also benefit from:
Generate custom proposals at the point-of-sale for Group Retiree accounts.
Ensure adherence to market-specific regulations tailored specifically for Medicare Advantage group retiree sales.
Outcomes
Faster, more efficient sales cycle
Visibility into what is sold and to whom
Accurate account installation
Empowered sales team
Accurate member documents
Competitive advantage
OUR RESOURCES
See what our P2A Platform has done for Government-Sponsored and Commercial health plans across the country.
How Health Plans Can Embrace Consumerism to Drive Sustainable Growth
Beyond Spreadsheets
Ready to Transform Your
Sales Operations?
Arm your sales team with the tools they
need to close deals quickly and accurately.