APTTUS QUOTE-‐TO-‐CASH PREMIUMFOR HEALTHCARE PAYERS
Drive the perfect plan, from quote to policy to premiumManage complex quoting
Rapidly adapt to healthcare reformAccelerate revenue growth through e-‐commerce
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SOLUTIONS DESIGNED FOR
HEALTH DENTAL VISION ANCILLARY
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Apttus Quote-‐to-‐Premium, built and delivered on the Apttus Intelligent Cloud, connects every critical business process, from broker and
inquiry, to assessment, quote proposal generation, premium billing, and policy renewals. Start delivering customer-‐centric health insurance
solutions across the entire customer lifecycle, while ensuring ACA compliance and profitability.
LEAD
MarketingAutomation
-‐Tailored
Campaigns
OPPORTUNITY
BrokerCollaboration
-‐Pipeline
Management
POLICY
Policy LifecycleManagement
-‐Automated Policy
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PREMIUM
PremiumBilling
-‐Spend Tracking
APPTUS QUOTE-‐TO-‐PREMIUM FOR HEALTHCARE
QUOTE
E-‐CommerceExchanges
-‐Guided Selling& Deal Guidance
RENEWALS
PolicyRenewals
-‐AnalyticsReporting
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MARKETING:Know Your Customer Better than Anyone
Gain insight into all member needs, plan benefits, and member service history across all service areas and channels.
• Quote-‐to-‐Premium gives healthcare payers and partners a 360-‐degree customer view, including policy info, premium payment history, deductible tracking, claims history, preferred providers, and much more
• With on-‐demand analytics, healthcare payers and partners can develop a holistic approach to marketing and selling customer-‐oriented solutions, managing member services and policy renewals, while effectively recommending optimal healthcare providers
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SALES & OPERATIONS:Empower Agents, Brokers, and Partners
Allow sales agents, brokers, and channel partners to quickly navigate complicated health plan configurations, optional benefits and policy documents.
• Set up regional health plan product catalogs and price lists that are state compliant with clicks, not code • Efficiently manage complex rating configurations and tiers for group, individual, Medicare, and add-‐on services across all service areas• Help brokers and partners grow deals faster, by enabling the creation of professional proposals, which seamlessly flow into policies• Recommend plans and optional benefits based on policy history, benefit utilization, trends, predictive analytics and drive
upsell/cross-‐sell opportunities
FINANCE & CUSTOMER SERVICE: Policy-‐to-‐Premium Process Automation
Optimize premium billing and accelerate service delivery.
• Generate premium bills for any plan and offer customers multiple payment methods
• Gain visibility into the latest policy info, premiums, and cost sharing. Track customer healthcare spending against policy parameters
• Proactively initiate renewals from current policies, factoring in existing benefits and rates
GET ON THE PATH TO DELIVERING THE PERFECT PLANContact Sunil Masand to learn [email protected]