Enable your sales team to sell and quote while customizing benefit plans in real-time

Automate configuration of Large Group, Small Group (SHOP), Individual benefit plans and client enrollment and onboarding data with intelligent decision support for sales, product development, and document generation.

Real-Time Access to Benefit Plans

Industry Challenge

  • Latency in communication between product and sales teams
  • Data and communication over emails and shared drives

Impact

  • Delays in fulfilling clients’ requests for customized products
  • Long sales cycles

Our Solution

  • Integrates benefit plan in development with existing CRM system
  • Gives real-time benefits plan access to the sales team
  • Enables seamless communication
  • Accelerates sales cycles

Generate Collaterals Directly From CRM

Industry Challenge

  • Back and forth between sales and internal teams to prepare quotes and proposals

Impact

  • Longer sales cycle
  • Risk of errors and misinterpretations

Our Solution

  • Eliminates back and forth by enabling real-time visibility on all benefit products
  • Gives the sales personnel the ability and freedom to generate quotes and collaterals directly from existing CRM investments

Digitize Customer Experience

Industry Challenge

  • Sales teams are unable to perform “what if” scenarios in real-time

Impact

  • Challenging to close deals quickly

Our Solution

  • Digitizes customer service with a tablet-friendly interface
  • Gives the ability to perform real-time “what if” analysis and on the go
  • Minimizes back and forth between the payer and the customer

Consistent and Correct Communication

Industry Challenge

  • Internal teams (including sales) operating in silos
  • Exchanging information over emails

Impact

  • Increased risk of selling non-compliant benefit product
  • Misinterpretations and errors in communicating product requirements

Our Solution

  • Automates workflows
  • Enables seamless hand off of documents and information
  • Streamlines communication between sales and other teams

Accelerate Transformation

Industry Challenge

  • Implementation using PLM tools on top of Salesforce™ or Microsoft Dynamics™ generally takes more than three years

Impact

  • Long and costly implementation process
  • Creates two sources for product rules — one with sales and one with config teams

Our Solution

  • Quick and seamless integration
  • Cost-effective and turnkey

Listen to Our Customers

''The eSalesEngine™ tool has greatly reduced our sales cycle giving our sales team a competitive edge. It has enabled our sales team to work more collaboratively with product and other teams. ''
— Vice President, Sales & Marketing
''eSalesEngine™ makes it super easy for sales representatives to understand and communicate specific benefit requirements of customers (Groups) with the product team and vice versa. Simplify Healthcare has helped us make significant gains in terms of productivity.''
— Assistant Vice President, Sales
''This is the only solution we could find in the market that is designed to solve Group benefits plan sales challenges for Health Plans. ''
— Regional Sales Manager