Take Complete Control Of Your Operations

View

Consolidates data across the enterprise to give 360-degree view of all the Information and Actions

Collaborate

Provides Tools for Internal Collaboration

Engage

Serves as a foundation for Stakeholder and Consumer Engagement

Execute

Enables execution and optimization of business processes, at every stage of Your Business Operations

Manage & Service
All Your Consumers

Whether you're servicing a member, assisting a provider, or supporting brokers and employers, your teams can connect all the dots to deliver personalized, context-rich experiences.

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A Platform for Every User Across Your Healthcare Enterprise

With tailored tools and workflows for each team, everyone in your enterprise can collaborate seamlessly, drive operational efficiency, and deliver a superior consumer experience

Account Executives, Sales Executives & Underwriters

Contact Center Teams

Group Onboarding/ Configurations Team

Claim Administrators

Member Services Team

Provider Relations Team

Benefits Management Team

Billing and Finance Team

Utilization and Care Management Team

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AI Enabled at every step of the way

Designed to empower all your teams and supercharge the entire service process.

A Private, Secure & Compliant Healthcare AI Assistant

Equipped with comprehensive knowledge of all healthcare data types, fully trained to understand and process them.

  • Guided Problem Solving and Recommendations
  • Predict Customer Needs
  • Recommend Service Opportunity
  • Intelligent Follow-Ups and Notifications
  • Continuous Learning and Improvement
  • Real-Time Assistance During Calls & Chats
  • Personalized Customer Interactions
  • Effortless Query Resolution in Seconds
  • Improved Agent Training and Onboarding
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Explore The Platform

Through An Extensive List Of Features & Functionality

Manage End To End
Sales Lifecycle

With comprehensive insights into each broker’s activities, needs, and progress, your team can offer proactive, personalized support to drive efficiency, close deals faster, and enhance broker satisfaction. From quoting to contract signing and enrollment, your team can provide real-time assistance, access critical information, participate in the workflow and resolve issues swiftly—all in one place.

  • Auto-Generate Quotes, Proposals, and Contracts based on predefined rules and templates
  • Override Auto-Generated Documents
  • Leverage AI to create optimized and personalized quotes, proposals, and contracts
  • Customizable and Automated Approval Workflows for quotes, proposals, and contracts
  • AI-Enabled Workflows for smarter automation and accelerating decision-making
  • View and Manage Quote and Proposal Requests in real-time
  • Submit New Quote Requests on Behalf of Employer/Broker
  • Engage & Collaborate with Employers and Brokers

Enjoy Hassle Free Onboarding Of Groups & Individuals

Make your configuration and onboarding process faster, easier, and more efficient than ever. With user-friendly tools, automated configuration and workflows, your configuration and onboarding teams can onboard new clients seamlessly, eliminating manual steps and delays. Get your new employer groups up and running in no time.

  • Setup Business Configurations for the new group
  • Auto setup configurations from information captured during Sales Process
  • Configure custom theme for a group
  • Send invites to employees for Enrollment
  • Define workflows for managing configurations
  • AI Generated Business Configurations

Empower Your Teams
With An AI Assisted Contact Center

Create better experience for both agents and customers. Empower your team with real-time guidance and intelligent insights, helping agents resolve customer inquiries faster and with greater accuracy. Whether handling complex claims for providers, supporting brokers, or managing member issues, the platform provides agents with instant recommendations, knowledge base access, and next-best-action prompts.

  • Service your consumers seamlessly across all interaction touchpoints : voice, text, chat, and IVR
  • Single Pane of Glass to Access, manage and update all member, provider, broker, and employer-related information
  • Perform real-time eligibility checks for members during provider interactions to ensure accurate service delivery.
  • Create and assign tasks for follow-up actions after calls, ensuring that important tasks are tracked and completed efficiently.
  • AI-Powered Real-time assistance with note-taking, task creation, and capturing interaction reasons.
  • On Call AI Assistance with Auto-generated summaries and live transcripts

A Single Pane To Service Your Members, Providers, Brokers & Employers

All-in-one solution that centralizes all the critical data, data, tools, and context your service teams need to manage and service every consumer - whether they’re members, providers, brokers, or employers. Eliminate silos, bring all your service teams together in one place to provide personalized, efficient and offer proactive assistance with ease.

  • View All Members, Employers, Brokers and Providers with Advanced Search, Filter, & Sort Capabilities
  • AI driven customer service opportunities
  • 360 view of a Member that includes Member Demographic Information, Claim History, Benefits Utilization, Communication History and all Changes to Policy
  • 360 view of an Employer that includes Employer Profile and Contract details, covered members, Claims and Financial Information, Risks and Stop Loss Data and Communication History
  • 360 view of a Provider that includes Provider Profile and Contract Details, Claims Performance, Authorization and Referral patterns and Communication History
  • Ability to take actions on Behalf of all the stakeholders such as send ID card, configure Open Enrollment, appeal a claim, etc.
  • View all Products, Plans and Manage Benefits

Automate Business Processes & Manage Workflows

Intuitive interface to tailor workflows according to your unique processes and requirements. With seamless integration into your current systems and software, your teams can enable automation by simple drag-and-drop. Scale effortlessly as your business grows, with workflows that adapt to your changing needs.

  • Out of the box workflows for all teams for most common business operations
  • Design your own simple and complex workflows with ease
  • Integrate with external systems for automated execution
  • Integrate with Contact Center for workflows that require customer reach
  • View and Manage SLAs
  • Insights on whats working well and what can be improved
  • AI assistance for optimizing workflows

Manage Renewals

Ensure timely, hassle-free renewals. With automated reminders, real-time data access, and streamlined workflows, your team can handle renewals more efficiently, reducing manual errors and improving overall accuracy. From tracking upcoming renewals to managing communications and processing plan updates, everything is seamlessly integrated in one place.

  • Timely reminders for Employer Groups approaching Renewal
  • Extremely fine tuned data to best assist your customers to choose the right benefits
  • AI suggested Benefit Selection based on past utilization
  • AI assistance through the process for increased efficiency
  • Engage with Employers as they make the right financial and coverage choices

Bundled To Suit Your Needs

Explore Foundation for the essentials, or Choose Advanced for the ultimate power

Foundation

The Foundation bundle is the perfect starting point for healthcare payers, TPAs, and PBMs who are looking to streamline their operations with a solid, dependable platform.

This entry-level version covers all the essential tools you need for basic end-to-end operations, enabling your teams to manage core healthcare functions efficiently. With this foundation, you’ll experience faster, more accurate processing without the complexity of advanced features.

Advance

The Advance bundle takes things a step further, designed for organizations that want to enhance their operations with powerful capabilities.

With advanced tools that boost your ability to manage your end-to-end operations, this version offers a deeper level of integration and automation. Advanced features will help your team make more data-driven decisions and improve member outcomes, offering enhanced productivity and streamlined workflows.

Are You An Enterprise Evaluation Build or Buy?

We Can Help You Navigate Your Dilemma By Offering You The Best Of Both Worlds

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