In recent years, the government has tried to make health insurance more affordable and streamlined for individuals who have previously gone without it. However, businesses also need a way to provide their employees with a good healthcare plan and service. This is where WEX Health comes in. WEX Health offers a cloud-based technology platform that drives efficiency for healthcare organizations through benefit administration technology, consumer engagement, and advanced billing solutions. Recently, WEX Health migrated to Dynamics CRM Online, providing WEX Health many additions it was previously missing. After reviewing several portal solutions for Microsoft Dynamics CRM, WEX Health easily focused on Peak Portals to best fit their needs to provide partners with access to the critical information they need 24/7. “We have more than 500 partners, and they range from third-party administrators to brokers to insurance carriers. We wanted to provide them with access to the critical information they need, 24/7. We have done this by integrating a web portal solution, the Peak Portals from Peak Engagement. With Dynamics CRM Online, our partners have full access to all the information that we’re publishing in the portal directly from CRM,” explains Franks. “We manage several key pieces of partner account and contact data within Dynamics CRM Online and can make that data externally consumable, via Peak Portals, which we’ve customized for our partners.” WEX Health will continue to expand its Dynamics CRM Online deployment in order to make healthcare as simple and straightforward as possible. Learn more through Microsoft’s customer story with WEX Health.
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