Manage multiple cases at once with a global view of all cases that contains a snapshot of key information for each like Open Enrollment start and end dates or pending messages
Streamlined & Organized
Easily manage multiple cases at a glance. Keep track of days left in an Open Enrollment period or outstanding messages that need addressed.
Data-driven sales enablement
Data presented as actionable tasks helps agents prioritize follow-up to better serve Employees and drive enrollment.
Organized, Strategic, and Accessible
- Keep cases organized, saving time searching for case details
- Access case information on-the-go with a mobile interface
- Engage employees and streamline enrollment with data-driven actionable tasks