Our organization sells health insurance. We use a couple different enrollment platforms for the bulk of our clients. One of those enrollment platforms is Messer. The other is Health Sherpa. The issue is that once we enter a ton of data into those enrollment platforms to enroll folks, we then have to go to zoho and enter nearly the identical information. Very time consuming.
Is anyone out there selling health coverage using an enrollment platform that integrates successfully with zoho crm??
We do download into enrollment data and import into zoho crm as an excel spreadsheet but it never comes up clean and always creates duplicates which still requires going in to each consumer and cleaning up the data.
Again, please help.