Healthcare · National health plan
Customer Experience Platform for a National Health Plan
Bilions developed a Salesforce-based platform for a national health plan, enhancing customer consent management, ensuring regulatory compliance, and saving $2 million in vendor costs.
- Client
- National health plan
- Platform
- Salesforce
- Scope
- Design, build, deploy
The challenge
The health plan needed a robust system to manage customer consents and preferences effectively. The challenge was to stay compliant with healthcare regulations while improving the customer experience, and to reduce the vendor costs of maintaining a third-party platform.
- Fragmented consent and preference management
- Healthcare compliance requirements that had to be maintained continuously
- High operational costs tied to a third-party vendor platform
Project objectives
- Build a Salesforce-based consent and preference management platform
- Keep the platform compliant with healthcare regulations
- Enhance the overall customer experience
- Reduce reliance on, and cost of, the existing vendor platform
The solution
Bilions designed and implemented a Salesforce-based consent and preference management platform, letting the health plan’s team manage customer consents and preferences efficiently. The build included rigorous testing and seamless integration with the client’s existing systems.
Key solution areas
- Salesforce consent & preference platform
- Healthcare compliance workflows
- Integration with the client’s existing systems
- Ongoing maintenance and support
Impact
$2M in Vendor Savings
The new platform avoided roughly $2 million in vendor-related costs.
Stronger Compliance
The system stayed aligned with healthcare regulations as they evolved.
Better Customer Experience
Simplified consent workflows improved how customers interact with their health plan.
Ongoing Reliability
Bilions’ continued maintenance keeps the platform current and stable.
Related case studies.
What we learned
Own your consent data. Moving it onto a platform you control removed a costly vendor dependency.
Your first call is with a senior engineer from our team.