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Partnering with health insurance carriers over the years let us see firsthand how you work — and how you wished things were easier. That’s why we created HCGI, a 100% native Salesforce app that lets you easily track projects end to end. Now you can onboard and maintain groups complete with reporting to ensure that changes are fed quickly and accurately into claims processing.
From sales to enrollments, from memberships to reports, have a 50’ view of every single step ahead of every single milestone. Know where projects stand at any given moment for all groups, in all departments.
Configurable and flexible, you can tailor HCGI to serve a range of needs – large and small group, direct pay and Medicare.