Group Plan Recommendation

Advise brokers and sales reps on plans that have historically been successful sales choices for similar clients or individuals.

Challenge

Brokers face challenges in efficiently selecting plans for groups and individual members as preferences can vary widely. The burden of scrutinizing numerous plan options and aligning them with specific group/member requirements can be both daunting and time-consuming. Virtical, with its deep understanding of the Health Insurance industry, alongside knowledge of the Simplify Platform & Health Cloud data models, can significantly improve the process of selecting suitable Medicare plans. Here's how Virtical can help:

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About the Solution

By utilizing AI models that are trained to analyze group and member needs, preference rigidity, previous history of sold plans, and what is actively favored by like-minded groups and individuals, Virtical recommends closely aligned plans. By efficiently sorting through vast amounts of plan options, provider data, and pharmacy information, Virtical identifies optimal matches for members. This quick and accurate data analysis not only saves time and resources but also leads to more informed decision-making.

  • Intake any SBC Document
  • AI-driven plan benefit recognition
  • Benefits extraction
  • Plan matching criteria configuration
  • Benefit highlighting and ordering

Virtical Apps integrate seamlessly with the Simplify Platform platform, across Sales, Service, Health, and Experience Clouds. Virtical's User Experience (UX) layer is integrated with Simplify Platform and blended into business processes such that the insights derived from our AI models are delivered to your users in the right place at the right time. Moreover, Virtical offers configuration tools that allows in-house customization of these Prebuilt apps as per the unique needs of your business. These ready-to-use, yet tunable applications fast-track digital transformation, freeing up your team to focus on more strategic tasks. Integration of Virtical with Simplify Platform is therefore not just an optimized solution for the health insurance sector, but also a catalyst for bringing about technological innovation within your organization.