Easily install this ACA Small Group Quoting app into your Salesforce org
It eliminates all the redundant data entry required to load the census into the quoting application AND then, once to ‘sold’ plan is identified, it eliminates the data entry required to create the new ‘sold Medical Plan’ records in Salesforce.
Save Time and Eliminate Redundant Data Entry by running your ACA Small Group Quotes from within Salesforce by:
Using your existing group Account and related Contact records from within Salesforce as the group and census information needed to run the Quote
Creating cross carrier rate and benefit comparisons from within Salesforce
Using the Sold Quote to automatically create the new Sold Medical Benefit Policy records related to the correct Medical Benefit Product, including the rates and eligibility with just a click.
Using that same information to create a new group in Ease
Using that same information to create Benefit Compliance documents
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CLIENT TESTIMONIALS
"Overall, the integration has been great and has made all of our lives easier!”
MELISSA CRAIG
Kuzneski Insurance Group
"Because of the integration with Salesforce we have set more clients up on Ease."
