CRM for Health Plans


Our Microsoft Dynamics CRM for Health Plans solution is built for the specific and unique needs of health insurance carriers. Built on top of Microsoft Dynamics CRM, our solution transforms policy-centric organizations into customer centered enterprises. Our solution for Health Plans integrates existing systems and data to deliver a complete 360° view of customers, enabling you to market, sell, and service customers efficiently and effectively.

  • Mobile Capability. Take your updated policy notes with you, or follow up with a customer wherever you go. All of our solutions can be accessed using your tablet or smart phone. Our mobile options range from our free, mobile browser solution, to a native mobile client built specifically for your device. Hitachi Solutions also offers a mobile portal framework that could be leveraged in your business environment.

  • Flexible Deployment. Health Plan Service organizations often have unique security and regulatory issues that require a customized deployment option. Whether you use a cloud, hosted, or hybrid approach, Microsoft CRM provides you with the choices and flexibility to make sure your case management CRM deployment is the best fit for your budget and long term security model.

  • Works within Outlook. Microsoft Dynamics CRM provides access to account information through a familiar Microsoft Outlook experience to ensure rapid user adoption and fast results. You can view your e-mails from customers and then view their contact information without ever leaving Outlook. Emails, appointments and tasks can be seamlessly tracked in CRM to provide efficient and effective collaboration.