At a glance
SelectHealth operates a complex network of sales and patient activities. It needed a way to make onboarding easier for agents, quoting faster for brokers, and system administration less costly on the backend.
The outdated interface was leading to low adoption and complex administration. Starting out its engagement with us, SelectHealth was looking to modernize its interface with Lightning updates, map to a standard object model that focused on out-of-the-box functionality, implement new page layouts and sales paths, and migrate file storage into Salesforce. SelectHealth desired more flexibility, credibility in delivery, and an overall streamlined experience from its Salesforce org. An outdated interface was yielding low adoption, and there were limited solutions to its problems using Salesforce Classic. Additionally, no custom code best practices were in place, and a complex administration for maintenance required developer expertise.
SelectHealth is a not-for-profit health insurance organization serving members in Utah and Idaho. SelectHealth offers medical, dental, vision, and life and disability coverage to its members.
Headquarters: Murray, UT
Industry: Health and Life Sciences
With more robust, dynamic page layouts thanks to Lightning, SelectHealth now enjoys greater adoption, more solution flexibility with Lightning components, streamlined training paths, and an intuitive instance for admins to operate. SelectHealth has improved operational efficiency with less scrolling due to better page layouts, a modern and natural feel to its instance, and sleek, updated controls. With more robust, dynamic page layouts thanks to Lightning, SelectHealth now enjoys greater adoption, more solution flexibility with Lightning components, streamlined training paths, and an intuitive instance for admins to operate.
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