In an effort to improve administration efficiency and the user experience for our producers and staff, we will be improving our Salesforce platform with a new sales quoting engine to support non-Large Group business.
In order to bring these changes to the platform for use in 2021, it is necessary to close access to Salesforce. Therefore, please note on your calendars that starting Friday, December 31, 2020, Salesforce will be unavailable. We expect access to return by Monday, January 4, 2021, if not sooner.
This downtime applies to producers and internal staff, including sales, producer support, customer service, etc.
We understand this temporary lack of access will impact the time required to process group onboarding. Please advise your employer accounts and adjust your non-Large Group business tasks accordingly.
While the changes will mostly be seamless to producers, there will be significant benefits, including the ability to:
Add all products to the cart and generate documents for them
Create a quote directly from the census, eliminating duplicate entry
Document generation performance improvements
Experience back-end processing improvements for greater quoting and onboarding efficiency
Perform real-time Order Transactions (OT), allowing you to view the OT soon after accepting the quote
Because of the planned system shut down, it is more important than ever that we adhere to our established paperwork deadlines, as outlined in the most recent Underwriting Guidelines:
New group paperwork is due December 15
Existing group paperwork is due no later than December 23
Thank you for having patience with us as we continue to improve your Salesforce experience.
If you have any questions, please reach out to your account executive.
If you have any questions about content in this email, please contact your account executive.
Capital BlueCross is an independent licensee of the BlueCross BlueShield Association serving 21 counties in Central Pennsylvania and the Lehigh Valley. Communications issued by Capital BlueCross in its capacity as administrator of programs.