For HealthPartners, the ability to centralize their information into a single system was very important. Previously, all their information was scattered in different systems. With the implementation of Dynamics CRM, HealthPartners can now efficiently find information from different group opportunities and monitor the life cycle, including activities, documentation, quoting, and renewal. With the new processes HealthPartners has in place with Dynamics CRM, they are more than 95% paper free for all customer information and account files.
With their previous solution, HealthPartners had to track individual and group markets in two different systems. With the integration of Dynamics CRM and Connecture, HealthPartners can tie all broker information to one system, where broker, agency performance, and licensing can be tracked across group and individual health care markets.
Additionally, the use of workflows and dialogs has helped greatly in allowing the end user to manage changes that in a previous system needed technical support. Dynamics CRM has also made it easier to manage changes to workflows, dialogs, and templates – allowing HealthPartners the ability to make adjustments in process without having the expense of turning it into a project.