Zipari Employer and Member Acquisition Center
by Zipari
A CRM solution built to increase revenue and accelerate the sales pipeline for health plans.
Most health plans have siloed sales processes and technologies across market segments. Zipari’s Employer and Member Acquisition Center aims to fix this problem allowing payers to manage their sales and renewals pipeline across their entire organization for all of their market segments. It is built specifically to supercharge your Large Group, Small Group, Individual and Medicare Advantage acquisition strategies.
Enhance prospecting tactics, prioritize opportunities,
execute intelligent, segmented campaigns, automate
the RFP process with underwriters, and gain a 360-view
of your sales pipeline in real time. Highly integrative
and configurable, the tool supports your entire sales
process from start to finish, and allows you to manage
brokers and adjust sales tactics, helping you achieve your
campaign goals.
- Custom dashboards to quickly view top sellers, campaigns, top plans, conversions by channel, opportunities in the pipeline, lead activities, and more.
- Ability to support all user groups across market segments, including telesales, underwriters, actuaries, benefit consultants, brokers, agencies, account managers, CSRs, marketing, and sales.
- Large Group sales management to automate the end to end workflow across all participants, from RFP/RFQ receipt, to proposal, to group setup to ID cards.
- Small Group New and Renewal management provides you with real time insight into your Small Group pipeline across your broker and direct channels. Prioritize Sales efforts on your largest small groups to maximize revenue.
- Optimized campaigns based on conversion rates, consumer behavior and key events.
