Payers face intense pressure to grow their member base while simultaneously reducing churn and maximizing engagement with limited resources. This exclusive webinar, tailored for leadership in Sales, Marketing, Broker Management, and Member Services, will reveal how to leverage the integrated power of the Salesforce Platform — including Data 360, Agentforce Health, Agentforce Sales, and Agentforce Marketing — to transform your member growth and retention strategy while improving operational efficiency.
We will explore concrete, actionable strategies across the entire member lifecycle. In this discussion, you will learn how Highmark, a Blue Cross Blue Shield health and wellness organization, is using Salesforce to improve customer acquisition and retention and personalize the member experience.
- Growth: Learn how to empower your sales team and broker network with a 360-degree view of prospective members by driving targeted outreach, streamlining the quote-to-enrollment processes, and accelerating new member acquisition.
- Retention & Engagement: Discover how a unified data platform and Agentforce Health enables personalized member journeys, proactive health management, and seamless service experiences that build loyalty and improve member satisfaction.
- Operational Excellence: Hear how Highmark prepared for its sales journey by upskilling teams before designing its solution, ensuring a great experience during implementation and ensuring a smooth change management process for its users.
- Signature Success: Learn how Highmark worked with Salesforce’s Signature Success team to educate business and IT stakeholders on available features, unlock out-of-the-box sales and marketing analytics, and leverage native Agentforce Sales, Agentforce Service, and Experience Cloud capabilities to accelerate performance.
Join us to learn how to move beyond transactional relationships and build lasting, meaningful connections with your members using the world's #1 AI CRM platform.
