--- title: "Connect Nueva EPS and Agile CRM | Arbol AI" description: "Arbol serves Nueva EPS members and adds every patient to Agile CRM as a contact, with the conversation. By phone and WhatsApp, at any hour." url: https://www.getarbol.com/en/integrations/nueva-eps/agile-crm/ lang: en alternates: es: https://www.getarbol.com/integraciones/nueva-eps/agile-crm/ --- # Connect Nueva EPS and Agile CRM. Every patient and case in your CRM, with Arbol. [Book a demo](https://cal.com/tomas-giraldo-pdfbl9/30-min-arbol-ai-demo) [Message us on WhatsApp](https://wa.me/573185230045?text=Hello%2C%20my%20organization%20serves%20Nueva%20EPS%20members%20and%20uses%20Agile%20CRM%3B%20I%20would%20like%20to%20see%20how%20they%20connect%20to%20Arbol.) ## How it works 1. A Nueva EPS member writes to or calls your organization. 2. Arbol answers and asks for the Nueva EPS order and authorization before offering a slot. 3. They land in Agile CRM as a contact, with the conversation and the status of their case. 4. Your team follows every case from Agile CRM, with no manual copying. ## What each one is - Health insurer (EPS) in the subsidized and contributory regimes ### Nueva EPS Nueva Empresa Promotora de Salud S.A. (Nueva EPS) is a health insurer (EPS) based in Bogotá, with members in both the subsidized and contributory regimes. It is the largest EPS in Colombia by membership and operates in every department. Clinics work with Nueva EPS to check member eligibility, request authorizations, upload RIPS files and submit invoices. 11,312,640 members as of August 2026 (21.5% of the national total): 6,913,538 in the subsidized regime and 4,399,102 in the contributory regime. [Source: minsalud.gov.co (opens in a new tab)](https://www.minsalud.gov.co/Proteccion-Social/Paginas/cifras-aseguramiento-salud.aspx) Providers use its Zona Transaccional portal for authorizations and eligibility checks, plus separate portals to upload RIPS files and submit invoices. **Arbol API.** Arbol already has an API for the EPS: your tech team connects your systems to Nueva EPS from there. [Nueva EPS integration](https://www.getarbol.com/en/integrations/nueva-eps/) - CRM ### Agile CRM Agile CRM is a CRM tool. A clinic uses it to track its patients, their cases and every follow-up. [Agile CRM integration](https://www.getarbol.com/en/integrations/agile-crm/) ## Other combinations - [Nueva EPS Dynamics 365](https://www.getarbol.com/en/integrations/nueva-eps/dynamics-365/) - [Nueva EPS Odoo](https://www.getarbol.com/en/integrations/nueva-eps/odoo/) - [Nueva EPS Zoho Bigin](https://www.getarbol.com/en/integrations/nueva-eps/zoho-bigin/) - [EPS Sanitas Agile CRM](https://www.getarbol.com/en/integrations/sanitas/agile-crm/) - [EPS SURA Agile CRM](https://www.getarbol.com/en/integrations/eps-sura/agile-crm/) - [Salud Total EPS Agile CRM](https://www.getarbol.com/en/integrations/salud-total/agile-crm/) ## Questions Do we need to build on the Agile CRM API? No. Arbol connects with Agile CRM: your team turns it on from Arbol with your organization's account and approves what goes in. Do Nueva EPS or Agile CRM endorse Arbol? No. Nueva EPS and Agile CRM are trademarks of their owners and do not sponsor or endorse Arbol. Arbol works on your organization's side, with the accounts and processes you already have with each. What happens to patient data? They are health data, sensitive under Colombia's Law 1581 of 2012: processed for a stated purpose, with the patient's authorization and with encryption and isolation per organization. Every conversation is recorded and exportable. Trademarks and logos belong to their owners. Nueva EPS and Agile CRM do not sponsor or endorse Arbol. [All integrations](https://www.getarbol.com/en/integrations/) · [Arbol's API](https://www.getarbol.com/developers/) ## Let's look at Nueva EPS and Agile CRM in your operation. A 30-minute demo with your team: how you work today, what we connect first and how long it takes. You leave with a written proposal. [Book a demo](https://cal.com/tomas-giraldo-pdfbl9/30-min-arbol-ai-demo) [Message us on WhatsApp](https://wa.me/573185230045?text=Hello%2C%20my%20organization%20serves%20Nueva%20EPS%20members%20and%20uses%20Agile%20CRM%3B%20I%20would%20like%20to%20see%20how%20they%20connect%20to%20Arbol.) --- **Arbol AI** — AI agents for clinics and healthcare providers: they answer and reach patients by phone, WhatsApp, SMS, email and web chat, book their appointments 24/7 and keep a record of every conversation. - Original page: - Book a demo: · Pricing: - Agent index: · Support: