Expedited lead management.


ikaCRM for Medicare transforms health plans’ sales and marketing operations by driving greater efficiencies within and beyond your sales department. It provides automation for critical sales and marketing processes via an easily configured, low-maintenance delivery model to expedite lead management while adhering to the Centers for Medicare & Medicaid Services (CMS) regulations.

This solution is designed to address the needs of Medicare Advantage plans. It enables dramatic improvements in tracking and maintaining information throughout the life cycle of a lead, which can increase membership and lower cost per sale.

Easy to configure and maintain

ikaCRM for Medicare automates processes to reduce the administrative time and effort needed to generate and nurture leads. It provides real-time updates of an application or enrollment status so sales personnel can quickly resolve prospects’ questions—and reduce the workload of other staff that relay status information.

As your Medicare business evolves, you can easily configure the system without changing any code. This flexibility allows you to update existing plans, products, and membership networks yourself, significantly reducing the cost of maintenance.

ikaCRM for Medicare can also be integrated with any third-party solution or legacy system—and can be automatically upgraded with little additional effort as updates become available. ikaSystems continually reviews CMS Chapter 3 guidelines for sales and marketing and includes any changes needed for adhering to these guidelines in our updates.

The benefits speak for themselves

ikaCRM for Medicare enables you to:

  • Provide sales executives with all lead and member data in one location
  • Give sales agents application and enrollment status updates throughout the membership process—in real time
  • Configure lead workflow and automate lead assignment
  • Create custom work queues and user dashboards
  • Track all interactions—phone, email, or letter—by lead, and schedule upcoming interactions or follow-ups
  • Manage campaigns and link to individual lead records for insight into campaign effectiveness and total spend
  • Manage events with an email invitation function and real-time reservation tracking
  • Manage literature and kits, attach requested information to lead records, and track collateral inventory
  • Integrate fulfillment process with the internal or external organization to track pending requests, date mailed, and date received
  • Sync appointment scheduling between ikaCRM for Medicare and your Outlook server
  • Adhere to CMS Chapter 3 guidelines for sales and marketing

Triple-digit member growth

After implementing ikaCRM for Medicare, one client grew its membership 183% over two annual enrollment periods. Automated processes drove efficiencies that enabled the plan to shift funds from management and clerical oversight to marketing and branding efforts.

View other products in Government Services Solutions:

ikaMedicareGateway Fundamentals
Consumer Web Portal
Payment Reconciliation
ikaClaims for Medicare
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