Case Studies
Chief Compliance Officer| USA, Hippa & Tax Compliances
Jason Karn
Established in 2003, Total HIPAA provides HIPAA compliance documentation and training to insurance agencies, employer groups, medical providers, dental providers, and their business associates. Our nationally recognized team includes leading professionals on healthcare benefits, healthcare reform legislation, and HIPAA compliance updates. Total HIPAA is the preferred provider of both NAIFA (National Association of Insurance and Financial Advisors) and NAHU (National Association of Health Underwriters).
Challenges
TOTAL HIPAA needed a single place where all customer-related data could be better tracked for more effective communication and to offer superior service across all areas of the business. Along with cost efficiency, ChannelSight needed a feature-rich solution that would enable it to scale quickly.
Looking to empower its employees with new processes and tools, the company needed to embark on digital transformation and move to a future-ready platform. It planned a cloud solution that would run all operations, such as Sales, Quotes, and Signed Agreements, in an integrated mode with improved systematic processes.
Solution
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Trigya Innovation, Integrated Zoho One App, i.e. Zoho CRM, Desk, Sign, Work drive, Sales IQ, People, etc.
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Trigya Innovation developed a deep understanding of Tax Compliances Documents, Stored in Zoho CRM, printed and digitally signed through Zoho Sign Templates. Also, Integrated website and Sync. two-way data in Zoho CRM. Created Commission Modules Modules for each sales rep’s commission. Customize Reports and Dashboards for managing day-to-day leads, and deals.
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Besides introducing automation in Sales & Documents managements, Zoho Creator helps Sync. the data between apps.
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Zoho One introduced automated workflows and created a centralized location for easy access to data for communication and decision-making.