Item: Insightly
Rating: 10
Author: Verified User

Use Cases and Deployment Scope

We use Insightly to manage and organize orders that come in on our website. I work in verifying eligibility for these orders to ensure insurance will cover the cost of the durable medical equipment (breast pump) the customer ordered. Without Insightly it would be challenging to organize the orders so we can most efficiently verify eligibility and get them shipped out to the customer in a timely manner.

Pros and Cons

Increase productivity.
Work from anywhere.
Assembles reports to more effectively verify eligibility.

It does not automatically populate NPI information when I confirm the HCP is in our database.
Unable to add multiple addresses for one HCP in the database.
When a customer enters their name as HCP, it does not recognize it and kicks it back.

Return on Investment

Improved services by organizing a database, pipeline, and custom reports in the verifying eligibility process.
Increased the number of orders we can verify eligibility for in 1 day.
Lowered the amount of time it takes to verify eligibility so we can get orders shipped out in a timely manner.

Usability

The reports are easy to customize and generate within seconds. The pipeline clearly shows what is going on with the order, so we don't have to waste time frequently checking in. The database helps us quickly look up a healthcare provider's NPI so we can add it to the order and verify eligibility for insurance.

Integrated Platform Solution

Insightly is connected to MailChimp and emails are automatically sent to the customer as their order moves in the pipeline. This gives the customer a clear picture of what is going on with their order and increases the trust they put in us to get their breast pump shipped out as quickly as possible. Improving these customer relationships helps us retain customers that keep coming back.

Key Insights

Do you think Insightly delivers good value for the price?

Yes

Are you happy with Insightly's feature set?

Yes

Did Insightly live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Insightly go as expected?

I wasn't involved with the implementation phase

Would you buy Insightly again?

Yes

Likelihood to Recommend

While there are a few things I would improve in the Health Care Providers database capabilities, overall it is extremely helpful in keeping a record of all providers so we can easily access them and add them to the order. This increases productivity by making it easier to verify eligibility, to ensure the breast pump the customer order will be covered under their insurance plan.

Customizable reports and database capabilities make verifying insurance eligibility on orders a breeze.

Software Version

Overall Satisfaction with Insightly