P2A: Sales Enablement

Close Business Faster

Enable sales to customize plans, prepare offerings, and generate proposals at the point of sale, using a platform with embedded guardrails and rules for automatic approval.

P2A Benefits

  • Sales teams empowered to sell faster with point of sale plan customization and proposal creation
  • Assurance that what is sold is allowed, priced correctly and profitably, and communicated downstream
  • Accelerated revenue growth
  • Faster sales cycle
  • Sales flow efficiencies and cost savings
  • Enormous competitive advantage


P2A Features

  • Self-service capabilities to configure standard approved plans at the point of sale
  • Guardrails and pre-determined rules to stay within allowable limits
  • Built-in workflows for better collaboration
  • Search capabilities that quickly identify a best fit plan
  • Automated workflows that enable faster pricing and quoting
  • Automated exceptions workflows that facilitate plan creation and allow for higher levels of customization
  • Automated downstream data transfer
  • Automatically generated plan documents for configured plans

Extend the Value of Your Product Data with Enterprise Connectivity

P2A’s purpose built Enterprise Connectivity ensures extensibility with upstream and downstream integration to optimize your product data. Our API-forward architecture connects key administrative data and processes including:

  • CRMs and Sales Solutions
  • Claims Benefit Configuration
  • Customer Service
  • Underwriting
  • Medical Management

Designed with the healthcare payer in mind

Configurable flexibility

No custom code base is needed, so it’s easy to adapt the platform to meet your evolving business needs.

Self-service optimization

An advanced platform that was built to empower our partners for self-sufficiency, unburdening IT dependency and providing enormous flexibility for business users.

API enabled platform

The ability to convert massive amounts of complex data into easily digestible information for use by downstream systems.

Case Studies

We Provide Services Supporting 1 in 9 Americans

Quick & Consistent ExpansionQuick & Consistent Expansion
Monumental ImpactAnother multi-state payer addressed an acute challenge with a solution that created opportunity for the entire organization. Read more about how they realized ROI quickly with immediate cost savings and efficiencies.
Long-Term PartnershipOne of the nations’ fastest growing health plans has modernized its legacy systems with agile product management solutions. See how their investments over the years have helped them achieve their goals.

Ready to meet your greatest opportunity?

We’ve eased the path to market with a solution that transforms your product management processes so you can drive revenue, efficiency, and market distinction.

Request a Demo