Case Study: ClearPoint Health streamlines contract management and accelerates approvals with Contracts 365

For ClearPoint Health, integrating Contracts 365 and Dynamics 365 was a clear win

ClearPoint Health, a Columbia, SC–based digital marketplace that helps benefit advisors deliver affordable health insurance to small and midsized businesses, faced a contract-intensive workload using disparate, highly manual systems. Seeking an enterprise-grade Contract Lifecycle Management (CLM) that would fit their Microsoft environment, ClearPoint selected Contracts 365’s CLM solution and its Dynamics 365 integration to streamline contract and customer relationship processes.

Contracts 365 implemented a tightly integrated CLM with Dynamics 365, enabling users to request and create contracts from the Dynamics dashboard, auto-populate forms with CRM data, and accelerate approvals. As a result, ClearPoint moved from a homegrown, fragmented setup to a world-class CLM, improved team collaboration across CRM and contract workflows, and vastly simplified and sped up contract requests and approvals—delivering more efficient, enterprise-ready contract management.

ClearPoint Health

Taylor Stott-Trout

Deputy General Counsel