Connect Seguros Atlas and Agile CRM. Every patient and case in your CRM, with Arbol.
How it works
A Seguros Atlas member writes to or calls your organization.
Arbol answers and tells them their Seguros Atlas plan's coverage and copay using what your clinic has loaded.
They land in Agile CRM as a contact, with the conversation and the status of their case.
Your team follows every case from Agile CRM, with no manual copying.
What each one is
Insurer (major medical expense insurance)
Seguros Atlas
Seguros Atlas, S.A. is a Mexican insurer. In major medical expense insurance (gastos médicos mayores) it offers Med Óptimo, Med Plus, Med Plus Elite and Plan Mundial for individuals, Med Óptimo and Med Plus for employers, and standardized basic policies (Básicos Estandarizados). Policyholders can use direct payment at in-network hospitals or request reimbursement.
An in-network hospital admits Seguros Atlas policyholders under direct payment for stays of 24 hours or more and for scheduled procedures the insurer approves in advance.
It began operations in November 1941. Source: segurosatlas.com.mx (opens in a new tab)
It runs a supplier portal that requires user registration, plus a policyholder portal.
Seguros Atlas integrationCRM
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
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 Seguros Atlas or Agile CRM endorse Arbol?
No. Seguros Atlas 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 Mexico's data protection law: 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. Seguros Atlas and Agile CRM do not sponsor or endorse Arbol. All integrations · Arbol's API
Let's look at Seguros Atlas 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.