Great way of being able to provide the best care to our patients using open access insurance benefit.

The platform is easy to use the the support team is very friendly and helpful. Patch can help finalize the sale.

Its easy to use, so user friendly, very helpful, and also the customer service is great. I like that if you have a question you can chat live.

Allows me to see more customers, and give them a stress free visiting by quickly filing their reimbursement claim.

Terrible customer service. Took 3 weeks to get back to me.

Outstanding company to work with and they provide that best support.

The insurance providers even talk them out of going out of network. So that could be frustrating at times as well.

By offering discounts to the patient and accepting assignment (payments) from VSP directly, we are still able to offer great value while at the same time offer premium optical products and services.

When I have a question customer service has been prompt with their response time & very helpful.

Having the out of net reimbursement show first helps determine an overall price without going thru the whole claim.

When we give the patient our normal retail price of glasses, and then the total they pay with our own discounts and their OON allowances, we rarely get any pushback on them purchasing eyewear.

Overall anagram is great since it is easy to use, quick to pull up patients, and I am able to let patients know exactly what they'll be receiving back from their insurance company.

Its quite frustrating at times. We filed claims and providers say they never received the claim.

Finally a software that not only helps me get more business, but is streamlined and easy to use.

I like that I can now get OON benefits for patients who want to purchase their eyewear from our office.

They force 6-12 month contracts. The sales agents are impersonal and distant (multiple mistakes made while contracting) and only check on you when you complain.

There have been a few claims that had to be resent due to error & VSP can be a little slow at processing.

We realized no business benefits and lost 6 months of their service and gained very little. Overall we lost over $1000 by deciding to do business with Anagram.

We absolutely LOVE being able to see VSP patients at our office. Since we are not a VSP provider we do not have access to the patient's benefits.

We are very happy with Patch and we are in our second year of using them.

I know that it is not your fault, but VSP takes too long to load compared to other insurances. It is remarkably annoying.

It pays for itself after helping 1 to 2 people & after that per month those are sales that I would not have had otherwise. The program itself is very easy to use.

Anagram has been a great benefit to my small office. Not having a dedicated person for insurance benefits and claim management it was difficult to stay on top of benefits and claims.

The staff at Anagram seem to really care about and support the users of their software and want us to succeed. I feel assured that I can always call on them if I ever need help, support or advice.

Extraordinary benefits and results for a small office.

With Anagram we are able to fight back, as a small clinic, and take our practice back from VSP.

When I have a question, the customer service department is always helpful.

The customer service is great and they go out of their way to answer your question and to make sure you use the platform to your advantage.

The online University is also helpful, it includes prerecorded video walkthroughs for different tasks. I used that quite a bit.

Although out of contract and able to cancel at any time, they have continued to charge my card for 5 months. Each time telling me they would issue a refund the next billing cycle.

Meaning they are swindling you by charging for 4-6 weeks without you being able to use the system. The support staff is not cross trained to help you with QQ and Agency Zoom.

This has really increased productivity in the office. The reports can be adjusted to whatever you need to be testing and measuring to help focus on the details.

I hate how I had to have the software downloaded on the computer and if i had issues during weekend I was screwed.

This has been an ongoing issue most recently we've not been able to merge emails for 10 days. As a work around we are having to cut and paste from Outlook making the management system worthless.

I like that it keeps all of my due dates in order and is very user friendly. It helps keep me on track to make sure our  agents are compliant.

I would change to Hawksoft but the concern has been we might lose data. I suspect it would be a wise to simply make the change, but ten years is significant fearing change.

As a busy agent, this software saves me time when quoting. I can put all the customer's information into the system and can get the best quote within seconds.

Example is their commercial rater which is worthless and because of that they do not allow integrations with established commercial lines raters in the market.

If you input the data right, I like how quick/easy it to generate forms in the future for projects or for requests from the customer.

I love how easily it integrates with my email and phone systems. When a client calls in, our phone system recognizes the phone number and pops up a new tab with the client information.

And with this system they charge you for training. You would think that the company should want you to like their system and they would show you how to use it.

This is a very hard program to learn. My first year of using it was very rough because it has a very antiquated feel to it.

I like that functionality of this software, it can do everything you want it to as long as you know how to use it.

This makes my job more efficient and organized. It's a great tool to have.

I have even had them login to my system, and take over the screen to fix settings, problems, etc.

US Dollar

Anagram, formerly Patch, is a cloud-based insurance management solution, which assists health centers and medical practitioners with claim submission and out-of-network benefits management. Key features include ROI tracking, treatment planning, messaging, patient management, and insurance provider management.


Physicians can use the solution to examine coverage details, determine eligibility and inform client about covered expenses in real-time. The solution helps doctors deposit claims and send reimbursement checks to patients. It also allows counselors to measure patients' reimbursements against ongoing treatment, process payments and track revenue.


Anagram helps practitioners review surveys collected through social media ads, analyze customer behavior, connect with patients through chats or emails and resolve issues in real-time. Pricing for the solution is available on request and support is provided via email and documentation.



LongDescription

Patient Records Management

Status Tracking

Claims Tracking

HIPAA Compliant

SSL Security

Deduction Management

Real-Time Data

Insurance Management

Activity Dashboard

Co-Pay & Deductible Tracking

Benefits Management

Electronic Claims

Claims Management

Records Management

Client Management

Web browser (OS agnostic)

Contact Anagram for detailed pricing information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Anagram

Live Online

Webinars

Documentation

Videos

Vertafore Agency Platform is a cloud-based insurance management solution designed for insurance companies of all sizes. It offers accounting, customer management, document management, policy management and reporting within a suite. Android and iOS apps available.


Vertafore Agency Platform features business process navigation, which assists users in documentation and provides forms involved in the processes. The product also features a built-in reference library, which users can refer to in difference stages of the insurance filing and business processes.


Vertafore features its "National Comparative Rating" tool, powered by PL Rating, which provides users with quotes for different types of insurance claims, such as for automobiles, home and natural disasters.


Vertafore is available in three different pricing tiers: Essentials, Professional and Enterprise. The product also offers integration with Microsoft Office Suite. The vendor provides phone and live chat support, and also offers online case submission.



Anagram vs Vertafore Agency Platform

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