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Executive Summary

A leading health insurance company known for providing comprehensive health insurance services faced challenges managing customer information, policy updates, and claims processing efficiently. To address these issues, the company sought to improve customer engagement and operational efficiency. CRMJetty’s comprehensive Salesforce health insurance portal solution provided the tools to enable personalized customer experiences, streamline operations, and enhance health data management security.

Project Highlights

  • Personalized experiences improved customer engagement by 40%.
  • Automation reduced administrative costs by 35%.
  • Strong security measures improved data accuracy and reduced breaches by 45%.
  • Educational resources led to better customer decision-making.
  • Streamlined claims processing reduced resolution times by 50%.
  • Online payment options increased payment efficiency and customer convenience by 30%.
  • Knowledge base access improved self-service and reduced support calls by 25%.

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