Caravel Success Hub for NetSuite

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Win Story | Medical | FirstEnroll

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FirstEnroll is a one-stop third-party billing solution for all health insurance billing and enrollment needs, from lead to payment and recurring payment to billing customer service. Its services, support, and software are a powerful solution for managing sales processes, recurring billing, customer service, marketing, and partner programs.

Demographics

  • Industry | Medical
  • Headquarters | Tinton Falls, NJ
  • Founded | 2018
  • Employees | 13
  • Existing ERP | QuickBooks
  • Other Systems | Enrollment123, ADP, Five9, CIBC

NetSuite Solution

  • NetSuite | FinancialsFirst STD
  • Modules | Record to Report, Procure to Pay,
    NSAW
  • Interfaces | CIBC, ADP, Enrollment123

Sales Team

  • NetSuite | Danielle Rush
  • Caravel | Scott Curry, Caila Cohen, Frank Kerr

Implementation

  • Methodology | SuiteSuccess + Optimization
  •  Approach | FirstEnroll will deploy NetSuite in a multi-phase with core functionality going live in month 5 and integrating to various 3rd party systems in phase 1.

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