Case Study: Independence Blue Cross achieves streamlined, compliant agent onboarding and reduced audit time with SAP Sales Cloud

Independence Blue Cross Implements Comprehensive Onboarding Solution in Less Than 10 Days

Independence Blue Cross (IBC), the largest health insurer in the Philadelphia area, faced a fragmented onboarding and oversight environment: eight different systems from four vendors supported credentialing, certification, compliance, and performance management for thousands of agents across agencies, Medicare exchanges, field offices and telesales—much of it still paper-based—managed by a small, overworked team that had to produce frequent reports for CMS audits.

IBC partnered with CallidusCloud to deploy CallidusCloud Sales Enablement (integrated with its existing ICM) and, in under 10 days, migrated training, compliance and sales-effectiveness tools into a single, self-service platform. The result is a turn-key, compliant system that automates complex manual processes, lets the small admin team generate on-demand reports for vendors, management and auditors, reduces CMS audit time by days, and increases overall effectiveness.

Independence Blue Cross

Rob Smith

VP, Government Markets, Medicare Sales and Marketing