.Sales is an integral component of our range of modular solutions. .Sales is a digital sales tool that integrates with Salesforce™ and Microsoft Dynamics™, or any other CRM platform and enables the users to auto-generate quotes for benefit plans, generate proposals and deliverables in real-time, and customize benefit plans and client information.

Discover how .Sales works with our range of solutions for Payers, TPAs, and ASOs

Commercial Benefit Plan Management

.Sales works as a module for our commercial benefit plan management solution (eBenefitSync™) to automate commercial benefit product configuration at the point of sale to provide digital experience to customers, reduce handoffs to configuration teams, accelerate the sales process. 

Medicare Advantage Plan Management

In our Medicare Advantage benefit plan management solution (eMedicareSync™), .Source automates Medicare product configuration at the point of sale to provide digital experience to customers, get access to all applicable benefit plans, and accelerate speed to market. 

Qualified Health Plan (QHP-ACA) Benefit Management

As a module for our Qualified Health Plan (QHP-ACA) benefit management solution, eACASync™, .Sales automates Individual and Small Group product configuration at the point of sales to accelerate sales cycle. Thus, reducing back and forth by enabling your sales prospects to use benefits data without the inherent risks of rekeying or misinterpreting the information.

Client Setup, Onboarding, and Enrollment

.Sales works as a module for our client setup, onboarding, and enrollment solution (eGroupEnroll™) to automate data configuration at the point of sale with intelligent decision support for sales, product development, and document generation. Get access to all client information, accelerate speed to market, and seamlessly integrate information with the CRM system. 

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.

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 access to plan to the sales team
  • Enables seamless communication
  • Accelerates sales cycles

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 directly from CRM 

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 interaction Minimizes back and forth between the payer and the customer

Industry Challenge

  • Internal teams operating in silos
  • Exchanging information over emails

Impact

  • Increased risk of selling non-compliant benefit product

Our Solution

  • Automates workflows
  • Enables seamless hand off of documents and information

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