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Build trusted member relationships with Agentforce.

Curate trusted, member-centric experiences with Health Cloud, an industry-specific, AI-powered healthcare CRM. Leverage Agentforce to automate workflows and serve members, providers, brokers, and partners across enrollment, claims management, and member engagement to boost productivity and long-term satisfaction.

Leading payers trust Salesforce to deliver smarter operations and connected member experiences.

Humana
CDPHP
Sentara Health
Community Health Choice
United Health Group
AXA Health

Streamline member journeys from enrollment through ongoing care management.

Scale contact center experiences.

Empower service teams with the right tools for success. Improve service team productivity with intelligent workflows powered by Agentforce. Automate caller validation, streamline relationship mapping, track interactions seamlessly, and simplify call wrap-ups—all within a connected, AI-driven platform.

A portal that verifies patient information – shows name, last 4 digits of social security number, birth date, member ID, and zipcode.

Easily audit caller interactions to ensure compliance and maintain a high standard of quality across the spectrum of digital channels.

Create personalized inbound and outbound interactions with real-time 360-degree views that offer relevant member, provider, and third-party partner information.

A portal that verifies patient information – shows name, last 4 digits of social security number, birth date, member ID, and zipcode.

Strengthen provider networks.

Leverage the power of a single, connected system to quickly grow, manage, and improve collaboration across your network of quality providers.

Manage the contract lifecycle, track negotiations, and capture communications to support strategic provider relationship management decisions, while optimizing reimbursement rates and ensuring regulatory compliance. Leverage a 360-degree view of each provider with unified data across channels.

A performance dashboard shows a new scheduled appointment and a received document portal.

Accelerate provider credentialing from weeks to days and improve data quality with direct-to-source integrations, automated primary source verification, and continuous ongoing monitoring.

A dashboard shows a prompt to add contacts to campaigns, and displays a recommended journey.

Consolidate provider information into a single operational data layer, enabling roster management, data validation, and seamless integration across systems to improve operational efficiency and maintain accurate provider directories.

A personalized home page for providers to see the status of their aplication and conveniently manage their data.

Enable providers to see the status of their applications and conveniently manage their profiles, issue resolution, and care processes — with intuitive, easy-to-use portals — focusing on a better provider experience, higher provider engagement.

A performance dashboard shows a new scheduled appointment and a received document portal.
A dashboard shows a prompt to add contacts to campaigns, and displays a recommended journey.
A personalized home page for providers to see the status of their aplication and conveniently manage their data.

Promote integrated care management.

Empower care teams to achieve cost-effective outcomes and experiences.

Conduct comprehensive medication reviews, reconcile therapies, detect drug-to-drug interactions, and document discrepancies and recommendations.

A dashboard shows a comprehensive medical review and medical distribution.

Unify sources of member health data like claims, labs, pharmacy, EMR, assessments, and social determinants to drive stratification insights.

A care plan wizard dashboard with a pop-up to add social determinants of health.

Calculate unified health scores, identify at-risk members, and enroll them in care programs to address their needs and improve adherence.

An engagement overview and a pop-up of customer details including their journey.
A dashboard shows a comprehensive medical review and medical distribution.
A care plan wizard dashboard with a pop-up to add social determinants of health.
An engagement overview and a pop-up of customer details including their journey.

Streamline benefit sales and administration.

Transform quoting, enrollment, benefits management, and renewals to seamlessly convert and retain members.

Accelerate your leads and relationships with actionable data and predictive AI for small and large groups.

A user interface that explains benefits and administration.

Save your sales team time with automated emails and next best actions that leverage account insights.

A group sales dashboard shows automatic generation of email by Einstein assistant.

Provide a seamless enrollment experience for your employee admins and brokers with options to quickly filter, compare, and check out.

An interface shows medical plan shopping for health insurance with selected plans, available plans, and best match.
A user interface that explains benefits and administration.
A group sales dashboard shows automatic generation of email by Einstein assistant.
An interface shows medical plan shopping for health insurance with selected plans, available plans, and best match.

Modernize utilization management.

Speed time to care with electronic intake, review, and tracking of prior authorizations, concurrent or retro-reviews. Automate workflows and leverage AI to drive reporting and compliance throughout the authorization process. Proactively mitigate against SLA breaches and ensure timely responses that are customized to member plan and service.

Eliminate back-and-forth processes with DaVinci-compliant FHIR APIs, enabling providers to electronically submit and track requests in real time. Equip admin teams with a unified view of all member interactions, documentation, and automated form field extraction—enhancing accuracy and efficiency across channels.

Electronic prior auth and text extraction

Intelligently route and prioritize requests to the appropriate reviewers to ensure rapid responses. Assess medical necessity with evidence-based criteria to enable appropriate care determinations. Promote transparency into approved, denied, and appealed claims with real-time coverage alerts.

Prioritized care requests, recommendations, and notifications

Leverage AI-powered insights to identify historical diagnosis patterns and determine auto-approval rules for common procedures. Use predictive analytics to manage network adequacy, make intelligent decisions to improve program effectiveness, and maintain compliance for regulatory standards.

SLA breach predictions and services pathway recommendation
Electronic prior auth and text extraction
Prioritized care requests, recommendations, and notifications
SLA breach predictions and services pathway recommendation
read the interoperability in healthcare guide

Integration, Interoperability, and the Future of Healthcare

Build your payer solution with the following Salesforce products:

Health Cloud

Connect data and teams, automate processes, and personalize engagement on a single, intelligent platform to improve outcomes.

Data Cloud

Empower teams to engage customers at every touchpoint, with relevant health insights and contextual data in the flow of work.

MuleSoft

Integrate data from any system and automate complex tasks to deliver connected customer experiences, faster.

Einstein AI

Create customizable, predictive, and generative AI experiences to fit all your business needs safely.

Analytics

Help your entire team find important answers and start making data-driven decisions.

Marketing Cloud

Personalize customer experiences and optimize each campaign with data-first enterprise solutions for any channel and device.

Sales Cloud

Grow your health business with enhanced productivity, intelligent sales, and streamlined forecasting.

Learn new skills with free, guided learning on Trailhead.

Keep up with the latest payer trends, insights, and conversations.

Ready to take the next step with the #1 AI CRM?

Salesforce for Payers FAQ


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