Custom CRM for health insurance, off the per-seat treadmill.

Usually no. Our most common engagement is a custom layer that wraps the parts of Salesforce that work (Accounts, Contacts, Cases, Shield audit) and replaces the parts that don't fit (Opportunities → Policies, agent management, commission). Migration risk is much lower than a full platform replacement.

Year 1 is typically flat-to-slightly-lower vs your prior CRM baseline — you're amortizing the build cost. Year 2 lands ~30% below. Year 3 lands closer to ~50%. Break-even on the total program cost (including build) typically hits in Year 4.

For a 150-employee mid-size insurer with 3 existing system integrations, the build is 6 months at $150K–250K fixed-price. Add 2 weeks of audit beforehand at no cost. After build: $40K–80K/year ongoing maintenance plus reduced internal admin headcount.

BAA-ready from day one. PHI encrypted at rest (AES-256, customer-managed keys) and in transit (TLS 1.2+). Audit logs immutable and exportable to your SIEM. Deploys on HIPAA-eligible AWS, Azure, or your private infrastructure.

Yes. We've shipped CRMs with full AEP/OEP enrollment cycles, Medicare Beneficiary Identifier handling, healthcare proxy assignments, and primary care physician routing as first-class data model elements — not custom fields on a generic Account object.

Health Cloud is a Salesforce package — you still pay per-seat for every user. For agent-heavy ops where 70% of users only need a thin workflow surface, the seat math still doesn't work. A custom layer covers the same use cases at a fraction of the recurring cost, and you own the code.