HippaWare Launches, Offering Automated Client Management for Insurance Firms
Newly launched agency management system delivers powerful scalability software
April 1st, 2018 – HippaWare has announced the official launch of their automated client management platform. The new online platform has been designed to enable insurance firms to manage a higher volume of clientele quickly and accurately.
“We believe in order to grow sustainably; you need both great people and a strong online platform, providing them a support system to manage accounts efficiently, while allowing you to scale up. Scalability is really the key to growth. You need to be able to process more clients, stay compliant and manage day-to-day demands and deadlines.”
Insurance brokers, brokerage firms, enrollment firms, third party administrators (TPAs), and reinsurers alike can leverage the HippaWare platform to handle all aspects of managing and adding new clientele. For instance, HippaWare seamlessly handles:
- Complex paperwork (RFP’s and Quote Comparisons – it does the math for users)
- Compliance (getting all required contracts and documents completed on time and notifying users when something is not in place)
- Client communication (Claims Tracking, to-do list action items, and call logs allowing users to show their client how much they are doing, creating trust and retention)
By automating workflow processes, HippaWare ensures checks and balances are accounted for by assigning, tracking, completing, and verifying critical data and tasks. For firms, this means an added layer of security when it comes to quoting, complex compliance issues, documentation, customer data, installation, maintenance, renewals, and customer service.
Insurance firms are finding that without the backbone of a structured and customized platform, customer data is difficult to track during quoting, sales, maintenance, ACA compliance, retention, renewals, and deadlines. HippaWare delivers a scalable, cloud-based solution for workflow management that makes it easier for companies to structure their growth with minimal staffing. The platform is accessible from any electronic device, including tablets and smartphones, and the intuitive interface ensures ease of use and minimal training.
Within the platform, users have their choice of the HippaWare Electronic Health Application and the full Agency Management Suite.
Released Now: The Electronic Health Application features a comprehensive electronic medical questionnaire for quoting self-funded health plans (available in both English and Spanish). Fully HIPAA compliant, the application features two-factor authentication for optimum security, and double encryption on the server adds an extra layer of protection. For applicants without internet access, a printable version of the application is available. An employee census data loader offers broker self-service, and a customizable census report allows for quoting, onboarding, and installation purposes. Password encrypted PDF reports are available for stop-loss underwriters and carriers.
The HippaWare full Agency Management Suite features all of the benefits of the Electronic Health Application software plus quote tracking for self-funded Employee Retirement Income Security Act of 1974 (ERISA) health plans, including stop-loss proposals, major medical BUCA (BlueCross United Healthcare Cigna, Aetna), and other employee benefit products such as dental, vision, STD/LTD, accident, life, and more. Contract facilitation and tracking for compliance is also available, as well as a call log for tracking daily customer management. Sleek to-do lists give customers a way to track progress and cost-time analysis. Built in printable mailing lists are also available, as well as custom settings for contracts and plan designs.
The full Agency Management Suite also features a RFP proposal generator, quote tracker, and quote comparison tool with renewal automation so you can copy last year’s work. Compliance reports and licensing tools offer the ability to upload broker licenses, record letters, contact information, call logs, customer claims, overdue items, and anything else brokers, customers, and vendors need to remain in compliance. Expanded contract management CRM offers benefits for agencies, brokers, customers, and vendors.
HippaWare helps insurance industry professionals add new clientele by automating and managing all aspects of paperwork, compliance, and communication.