How Health e(fx) leverages Creatio to accelerate sales

1 min read

Health e(fx) is the largest ACA solution provider, boasting 10.5 million client members and a 97% client retention. Health e(fx), the only SaaS-based compliance and reporting solution on the market for administrators, simplifies and supports strategic decisions around healthcare compliance, reporting, benefits, and workforce management.

Health e(fx) was seeking to align and build consistent and efficient processes through the client life cycle – from initial sales efforts, through onboarding, implementation and ongoing support to centralize their data.

“We believe data should be at the heart of strategic decision making. This is why we transform complex data into accurate, easy to understand information, so employers can make informed decisions around healthcare benefits and workforce management.” Abby Martin, Director, Process & Quality Management.

Teaming with Creatio, a global business software company leading in the space of business process automation and CRM, Health e(fx) has adopted a unified platform that accelerates sales and customer service while providing full data integrity and seamless customer journey oversight.

The key highlights of the project functionality include:

  • Increase customer satisfaction thanks to seamless alignment;
  • How operating costs were reduced by 30% and;
  • How Health e(fx) increased amount of contract renewals by 17%.

“At Health e(fx), from a software perspective, we haven’t had an end to end solution, we’ve had very siloed applications. So what we wanted was a full client view into our applications.” - Abby Martin, Director, Process & Quality Management


Read the case study to learn more about Health e(fx)’s success with Creatio:


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