Automated Client Onboarding:  

When a new client is added in Healthie, their information is automatically transferred to AgencyBloc, creating a new client profile in the insurance system. This eliminates the need for double data entry, reduces the risk of errors, and ensures that all departments have up-to-date information, enhancing the client onboarding experience.

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Appointment and Policy Synchronization:  

Sync appointments scheduled in Healthie with policy review dates or client follow-up reminders in AgencyBloc. For instance, when an appointment is booked or changed in Healthie, a corresponding task or reminder is automatically created or updated in AgencyBloc. This ensures that insurance agents are aware of upcoming healthcare appointments, enabling them to provide timely follow-ups related to policy renewals or changes, thereby improving client satisfaction and retention.

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Automated Billing and Claims Processing:  

Automate the transfer of billing information from Healthie to AgencyBloc to initiate claims processing or update billing records. This automation streamlines the billing process, reduces manual input errors, and accelerates claims processing, which enhances financial operations and cash flow management.