PROJECT DETAILS

A leading Benefits administration company was experiencing a wide range of quoting pain-points. The entire process was manual and disconnected. Quote approval was primarily done through email, numerous products and service variables that made it difficult for them to consolidate products into a manageable process. Their disparate systems caused delays and offered no control or visibility into the sales process.

PROJECT DETAILS

A leading Benefits administration company was experiencing a wide range of quoting pain-points. The entire process was manual and disconnected. Quote approval was primarily done through email, numerous products and service variables that made it difficult for them to consolidate products into a manageable process. Their disparate systems caused delays and offered no control or visibility into the sales process.

OBSTACLES

No Inventory
module

There was no centralized location to house healthcare insurance policies.

No Price
configurator

No capability to configure billing frequency, add or install custom packages

NO INTEGRATION
BETWEEN QUOTES

Sales team often would stop the quote to cash life cycle after a manual quote

NO REAL-TIME
INSIGHTS

No capability to configure billing frequency, add or install custom packages

SMART QUOTING WITH SMART-QUOTE

Smart-quote is a software built and tailored for work on the intelligent cloud, designed to automate marketing, tailor campaigns, manage pipelines, and help, using analytics, every phase of health insurance.

CENTRALIZED PLATFORM FOR PRODUCT AND SERVICES

INSTANT QUOTE GENERATION & APPROVAL WORKFLOW

REAL TIME PROFIT AND LOSS CALCULATION

CONTRACT EXECUTION & ACTIONABLE INSIGHTS

HOW SMART QUOTE MAKES YOUR ADMINISTRATION SMARTER​

Smart-quote's major selling point lays in its ability to ease the administrative burden on often overworked members of<br> the sales and operations team

  • Increase Sales Accuracy

    Increase Sales Accuracy

    Introducing guided selling & intuitive wizard
    which is capable of adding new items during quote
    configuration on the fly.

  • Apply Dynamic Pricing

    Apply Dynamic Pricing

    Central repository to configure and maintain price books,
    price list, formulas, create tier pricing, capable of handling
    any complex pricing scenario.

  • PEPM Itemized View

    PEPM Itemized View

    Itemized view of per employee per month
    (PEPM) total revenue, enrollment cost, other
    fees, and internal costing.

  • Contract Execution

    Contract Execution

    Automate contracts, approvals, workflow approvals
    that take real-world situations into account, like
    non-sequential approvals and managers not always
    being available.

EXACTLY HOW DOES SMART QUOTE MAKE BUSINESS EASIER?

Smart-quote offers specific solutions to current administrative problems in insurance.

PROJECT STATISTICS & PERIOD OF TIME

Find out how we process the project based on week by week.To make sure
its on schedule.

10x

Increase Speed

10x

Increase in forecasting revenue

7 mins

Crunching quote formulation time

5x

Improvement in quote approval

For the healthCare system,
SmartQuote offers the best prospects, how?

To further amplify its strengths, this smart tool can comprehend, manipulate and solve technical quoting.

Improve opportunity closure, order approval, sales pipeline 

Increase revenue and decrease expenses; built in analytics

Formulate a proposal, performa & a quote automatically

Advanced opportunity set-up workbench with built in components such as billing cadence, active & retiree employee count, service packages, etc.

PREDICTIVE ANALYTICS; EMPOWER SALES REPS

AVAILABLE ON-DEMAND as Software-as-a-Service (SaaS) model, EASY INTEGRATION ON SALESFORCE CRM AND MICROSOFT DYNAMICS CRM (365), AND ALSO AVAILABLE FOR ON-PREMISE DEPLOYMENT

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