Medicare Sales Portal

Comprehensive Marketing and Sales Force Automation for Medicare

ikaSystems' Medicare Sales Portal is a highly automated solution that  integrates sales processes for both individual and group Medicare with a complete array of marketing functions, including lead  management, campaign and event facilitation, and literature fulfillment.

Automation dramatically increases the efficiency, speed and accuracy of all Medicare-related sales and marketing activities while improving the effectiveness and satisfaction of internal and external sales resources. Each step of the way, leads are carefully tracked and monitored to optimize acquisition. Powerful analytical capabilities and extensive reports yield valuable insights into best practices and potential areas for improvement, allowing you to
monitor productivity, adjust campaigns, reassign resources, close loops and tailor communications for greater impact.

Web-based, flexible and easy to use, the Medicare Sales Portal is the ideal solution for payers looking to significantly grow their Medicare business lines as cost-effectively and quickly as possible.

Lead Management

• Upload prospect databases (e.g., commercial names, Dun & Bradstreet names, subscriber lists) directly into the system, or create new entries in prospect queues individually
• Auto-assign prospects to sales representatives based on configurable business rules and prospect/lead distribution logic, as well as override system assignments and reassign prospects (with proper privileges)
• Automatically age prospects in the work queue and change their priority
• Create user-defined work queue buckets, which then appear on users' respective work dashboards
• Add notes on each prospect -- for example, capture case-specific responses requiring follow-up as well as competitor information
• Track all user activities through audit trails, and generate activity and other reports that facilitate decision-making
• Help senior management better understand and manage the sales pipeline

Campaign Facilitation

• Create and manage sales and marketing campaigns
• Generate campaign codes and link them to an uploaded prospect database
• Allocate and track financial and non-financial resources (e.g., control the number of seats at a seminar or the revenue attributed to the event)
• Manage campaign-specific informational and literature kits containing applications for the products being promoted
• Evaluate the ROI of each time-limited campaign for its effectiveness, comparing the amount invested to the returns generated (e.g., total leads generated, effectiveness by campaign type, cost per lead per member)

Event Facilitation

• Create new events, such as seminars for groups/individuals and home visits
• Manage events -- managers can track financial and time-related resources while event coordinators can manage events within allocated resources boundaries
• Control resources tied to events, such as number of seats allocated, number of seats available and special requests from attendees
• Analyze event ROI

Literature Fulfillment

• Email materials, literature and application kits directly from the application, send requests to a print-and-fulfillment vendor via an EDI transaction, or allow the vendor real-time access to all pending requests using a separate login
• Automatically track speed of fulfillment and generate efficiency reports
• Upload new documents and replace existing documents
• Manage inventory through re-order level and stock destroy alerts
• Report on any fulfillment parameters

Sales Force Automation

• Integrate marketing campaigns and their results with sales activities to closely track each step in the sales cycle, facilitate information flow and minimize rework
• Support all prospect management activities
• Create customized logins, dashboards and content for each broker and member of the sales team
• View products authorized to be sold as well as supporting documentation
• Generate quotes and proposals
• Ease comparison of benefit summaries through online and other formats
• Complete and submit applications online
• Track invoices, payments and commissions
• Enable sales staff and brokers to generate self-evaluation reports

Request a Demo