Empowering an employee benefits platform that harnesses the power of a community to generate market-leading insurance discounts for SMBs.
"Contracts 365 has consistently proven to be the best contract management solution available for Microsoft customers"
Taylor Stott-Trout, Deputy General Counsel
ClearPoint Health
Customer Profile
ClearPoint Health, based in Columbia, SC, is a digital alternative funding solutions marketplace that empowers benefit advisors to offer progressive, transparent and affordable health insurance to small and midsized businesses. With a focus on innovation, transparency and clinical integration, ClearPoint Health provides solutions that not only meet the financial needs of employers but also enhance the healthcare experience for employees.
Business Challenge
Healthcare insurance is an incredibly contract-intensive business. As a relatively new player in the space, ClearPoint Health had been using disparate and highly manual systems to manage their contracts. But, as they continued to grow, it became apparent that finding a reliable Contract Lifecycle Management solution was quickly becoming an enterprise imperative.
Why They Chose Contracts 365
Fortunately, as ClearPoint Health began exploring new CLM vendors, they also added a new member to their legal team, one with deep experience in the CLM space.
“ClearPoint was close to going forward with another product when I joined,” said Taylor Stott-Trout, Deputy General Counsel, “But I thought it was worthwhile introducing them to the team and the product at Contracts 365.”
Stott-Trout had been a key part of the CLM vendor review and implementation at her prior employer, and they had enthusiastically chosen Contracts 365. Because ClearPoint Health also leveraged Microsoft as their IT platform, she felt Contracts 365 would be an ideal fit. She also knew that Contracts 365 offered an industry-leading Dynamics 365 CRM integration.
Because ClearPoint Health works with numerous counterparties—advisors, employers, and healthcare vendors—their business relies on highly efficient customer relationship management. Contracts 365 is designed to integrate tightly with Dynamics 365, allowing users to request and create contracts with a click of a button, and without ever leaving their Dynamics dashboard. Forms are auto-populated with CRM data, and contracts can move into approvals faster than ever before.
Contracts 365 has consistently proven to be the best contract management solution available for Microsoft customers,” Stott-Trout noted. “After reviewing competitive products, it was clear. There is simply no better solution that integrates with Dynamics 365 Sales.”
As their CLM initiative moved forward, the ClearPoint Health team also came to understand how important it was to have a reliable and flexible partner. And as Stott-Trout envisioned, Contracts 365’s ability to leverage ClearPoint Health’s existing Microsoft Cloud infrastructure proved to be highly effective, and consistent with their security and architecture preferences.
Looking Ahead
“Contracts are such an important part of business today; they are intrinsic to nearly every aspect of a company’s operations. So, it’s not uncommon for us to get to know our customers very, very well,” commented Jasmin Steely, Chief Operating Officer of Contracts 365. “I think it’s an incredible reflection on our product and the entire Contracts 365 team when those customers recommend us to their colleagues or new organizations. Those types of relationships are the cornerstone of what we do, and we work as hard as we can to live up to the high standards Taylor has established for us over the years.”
Today, ClearPoint Health can manage its contracts as efficiently as it manages innovative healthcare insurance programs for its customers. And that’s a clear win for everyone.
FAQs
What was ClearPoint Health’s main challenge before using Contracts 365?
ClearPoint Health was managing contracts using disconnected, manual systems that made it difficult to scale operations efficiently. As contract volume increased, their existing approach created delays, limited visibility, and increased administrative burden.
Why did ClearPoint Health choose Contracts 365?
ClearPoint selected Contracts 365 largely due to its deep integration with Microsoft Dynamics 365 and its ability to streamline contract workflows directly within their existing CRM environment. This alignment with their Microsoft-based infrastructure made implementation seamless and highly efficient.
How does Contracts 365 integrate with Microsoft Dynamics 365?
Contracts 365 integrates directly with Dynamics 365, allowing users to initiate, create, and manage contracts without leaving their CRM. Contract requests are auto-populated using CRM data, and workflows such as approvals, tracking, and renewals are fully automated.
What benefits did ClearPoint Health see after implementing Contracts 365?
ClearPoint experienced faster contract request and approval cycles, improved operational efficiency, and better collaboration between legal and business teams. The integration also reduced manual data entry and improved overall contract visibility.
Who uses Contracts 365 within an organization like ClearPoint Health?
Teams across legal, sales, and operations use Contracts 365. In ClearPoint’s case, both legal leadership and business teams benefited from streamlined contract creation and improved access to contract data through Dynamics 365.
Is Contracts 365 suitable for healthcare or insurance organizations?
Yes. The ClearPoint case study demonstrates that Contracts 365 is well-suited for contract-intensive industries like healthcare insurance, where compliance, speed, and data accuracy are critical.
What makes Contracts 365 different from other CLM software solutions?
Contracts 365 is designed specifically for organizations using Microsoft 365 and Dynamics 365. Its native integration allows companies to manage contracts within their existing Microsoft ecosystem instead of using separate, disconnected systems.
Can Contracts 365 improve contract cycle times?
Yes. By automating contract creation, approval workflows, and CRM data syncing, Contracts 365 significantly reduces the time required to move contracts from request to execution.
How does Contracts 365 improve visibility into contracts?
The platform centralizes contract data and links it directly with CRM records, giving teams real-time visibility into contract status, renewals, and obligations.
What is the main takeaway from the ClearPoint case study?
The key takeaway is that integrating contract lifecycle management with CRM systems like Dynamics 365 can dramatically improve efficiency, reduce friction, and enable faster business execution.
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