Aetna is a Fortune 100 managed healthcare company which sells traditional and consumer directed health care insurance plans and related services. Their Voluntary Plans division is a benefits arm of Aetna that provides add on insurance options to customers. 

 

Company Profile

CUSTOMER INDUSTRY
INDUSTRY

Healthcare & Life Sciences

SPRINGCM ICON
SPRINGCM SOLUTION

Contract Management

COMPANY SIZE

10,000+

“SpringCM helps us serve customers faster and more efficiently by automating our enrollment process.”

CAROLWEAVER 

CAROL WEAVER
Technical Writer

Revamping an inefficient, manual process

Aetna Voluntary was struggling with a manual process for inputting data required for customer policy quotes. As part of their quote process, they needed to generate catalogs that require a great deal of review and redlining. The process was slow and often resulted in errors due to the use of Microsoft Word, notes and email attachments. 

Their existing process also created a loss of accountability and made it difficult to determine who was responsible for the next step in the process. They knew they needed a Contract Lifecycle Management tool to increase their efficiency, and help them stay competitive.

Approvals
Approvals

Increasing visibility with a central repository

Aetna chose SpringCM to provide the workflow automation necessary to support extensive redlining and a secure, central repository to speed up their quote process while reducing errors. SpringCM helps Aetna's marketing and sales teams gain complete visibility into where a document is in the process. They are no longer stuck digging through emails and waiting on responses from their colleagues - and their customers are happier because they can get insured faster.

SpringCM stood out as the best fit for Aetna because a tight integration with Salesforce was key.

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