Client Success /

Massachusetts Health Connector

A Clearer Path to Care for Massachusetts Health Connector

Massachusetts Health Connector, the state’s health insurance marketplace, needed to manage complex healthcare cases at scale while ensuring seamless coordination across systems and teams.

Services Performed

Salesforce Implementation

System Integration

Workflow Automation

Security/Compliance Configuration

Analytics/Dashboard Development

Managed Services & Ongoing Support

Product Services

Salesforce Service Cloud

Results

80%

improvement in case resolution time during the critical open enrollment period

40%

of customer inquiries resolved immediately by first-line support teams

15%

reduction in cases escalated to Tier 2 support, indicating more efficient issue resolution at initial point of contact

65%

return on investment

Challenges

Manual processes and fragmented systems made it difficult to deliver consistent, efficient service to residents. Without a centralized case management platform, the organization faced critical limitations:

  • Which resident inquiries, applications, and cases required timely follow-up across multiple service channels
  • How to standardize workflows for call center operations and case handling
  • How to maintain data integrity while integrating with an existing external state system
  • How to enforce strict security and compliance requirements across a shared infrastructure

Solutions

Massachusetts Health Connector adopted a Salesforce-powered case management platform to centralize operations, streamline service delivery, and support secure cross-state collaboration.

  • Automated Case Intake and Routing: Streamlined email-to-case and service workflows for faster response times
  • Multi-Tenant Architecture: Enabled shared infrastructure with state-specific configurations
  • Advanced Security Model: Applied permission sets and rules to enforce complete data isolation
  • Custom Call Center Workflows: Standardized processes to improve service consistency
  • Real-Time Reporting: Delivered dashboards for visibility into operations and performance

Results

The implementation of a Salesforce-powered case management solution dramatically enhanced efficiency across multiple dimensions:

  • Operational Efficiency: Streamlined case management and reduced manual handling across service teams
  • Improved Service Delivery: Enabled faster, more consistent responses to resident needs
  • Scalability: Established a flexible framework to support future enhancements and multi-state collaboration
  • Compliance & Security: Maintained strict adherence to federal standards while operating within a shared system

About Massachusetts Health Connector

Industry

Public Sector

Staff / Size

51-200

Headquarters

Boston, MA

Since 2006, the Massachusetts Health Connector has helped residents access affordable healthcare coverage through subsidized plans, streamlined enrollment, and multilingual support, making healthcare more accessible and easier to navigate for all.

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