Client relationships
Targeted client relationship management for member retention
NEXCRM turns membership, claim and interaction data from the health insurance administration backend you already run into a member profile a service team can act on, and into segments a retention programme can run against.
- Platform
- NEXCRM
- Built for
- Service, retention and scheme account teams
- Delivery
- Rented as a managed service
Where NEXCRM fits
NEXCRM is used by service, retention and scheme account teams. It covers the daily work that decides whether a claim is paid correctly, a script is dispensed safely, or a member stays on the scheme.
- 360-degree member view
- Connected to your administration backend
- Segmentation and targeting
- Retention analytics
- Interaction and campaign management
Capabilities
Each working area below is built around a task the team performs every day.
360-degree member view
Membership, claims and service interaction consolidated into one profile, so a service agent answers without opening four systems.
Connected to your administration backend
NEXCRM reads member, claim and benefit activity from the health insurance medical administration system you already use, whether that is NEXMAS or another backend, so profiles and segments reflect the live position rather than a manual import.
Segmentation and targeting
Segments built from benefit usage, engagement level and risk indicators, refreshed as the underlying claims data changes.
Retention analytics
Disengagement signals, lapse-risk cohorts and campaign results tracked against the same segments that triggered the outreach.
Interaction and campaign management
Contact history, campaign records and follow-up tasks sit on the member profile, so the next conversation starts where the last one ended.
From signal to follow-up in NEXCRM
Signal
Low utilisation, an unresolved claim or a lapsed contact flags a member as worth a conversation.
Segment
The member joins a cohort defined by benefit usage and engagement, not by a manual list.
Outreach
The service team works the cohort with the member profile open and the history visible.
Measure
Campaign results return to the same segment, so the next programme starts from evidence.
What teams report changing
- Retention work aimed at defined cohorts rather than broad mailouts
- One member profile across scheme and service teams
- Campaign results measured against the segment that produced them
Integration
NEXCRM connects to the health insurance medical administration system you already run, whether that is NEXMAS or another backend, and it is embedded in NEXMAS if you opt for NEXMAS. It does not require any other platform to run, and it does not perform biometric verification: member checks at the point of service are handled by NEXMAS and NEXPHARM.
See how verification and integration work
Request your NEXCRM demo
A walkthrough of NEXCRM using scenarios from your own operation, followed by the rental scope for the modules you need.