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PAINS
Low enrollment
Broker management
issues
Low customer
retention
Inaccurate reporting
Quoting
and underwriting delays
Marketing
campaign issues
Competitor tracking
Low productivity
Increasing claims
costs
Increased expenses
Billing issues
Profit losses
Merger difficulties
Multiple offices
and branches
Internal communications
Excessive paperwork
Decrease in
service quality
Other
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PAIN DESCRIPTION:
Every sailor knows how vital weather forecasts are, and every Health
Plan is aware of how beneficial comprehensive internal management
reports can be.
Major reports management is looking for:
a. Account Reports
b. Profit Reports
c. Budget Reports
d. Productivity Reports
Lack of reports or incomprehensive reports leave your management
blind and slow in comparison with your competition. In the heavy
HMO traffic we experience nowadays, this situation is dangerous.
PAIN ANALYSIS:
It is quite difficult to estimate what part of total HMO losses
is contributed by the lack of reports, because when a Health Plan
improves their reporting tools, everything is triggered to lead
to numerous improvements and growth.
Does your organization take advantage of the following reports?
- Sales Activities for the Month by General Agency, Agency, Broker,
and Account Executive
- Monthly Closing Ratio
- Users Activities Report
- Competitors Report
- Quoting trends, Most and Least Quoted Products
- Sales Trends Report
- Renewal Summary
- Tier Placement Trends
- Probability Reports by Account Executive, Brokers, General Agencies
- Status Reports
- Trends in Loss Ratio, Claim Activities vs. Premiums Charged
- Plan Design/Benefits Trends
- Termination Status Report
- Member Demographics
- Subscriber/Broker/Specialist Address Book
- Prospects by Lead Source
- Subscriber/Broker/Specialist Detail
- Subscriber/Broker/Specialist Phone Book
- Subscribers/Prospects by Member Company
- Brokers by Agencies
- Specialists by Providers
- Subscriber/Broker/Specialist Summary
- Support Contact
- Top 100 Lead Sources
- Member Company Product List
- Member Company List by Weight
- Member Company/Agency/Provider Address Book
- Member Company/Agency/Provider Detail
- Member Company/Agency/Provider Summary
- Member Company/Agency/Provider Phone List
- Territory Alignment
- Activities Reports
- History by Member Company/Agency/Provider
- History by Subscriber/Prospect/Broker/Specialist
- History Summary
- Quotes and Renewals by Account Manager
- Quotes and Renewals by Member Companies/Agencies
- Opportunity Summary
- Potential Sales Opportunities
- Product by Opportunity
- Expenses by Rep
- Open/closed Quotes and Renewal
- Productivity by Rep
- Campaign Report
If you do not have some of these reports or need customized reports,
unique for your HMO/PPO, you should consider reading the next section.
ADVICE:
HMOZ can provide you with these reports or any other types of reports
you might need to get the most out of your data. HMOZ can be customized
to have specific fields no one else has and allows you to run reports
on them. Sometimes management requires more complex reports where
data is manipulated or imported from another system — this
is where HMOZ is ahead in the Health Care CRM industry.
One Demo is better than a thousand words, and one Solution
Audit is better than a thousand demos. We encourage you to follow
our CRM proverb and take advantage of this opportunity.
Click on one of the three links below to continue your HMOZ research.
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