MEDEX Global Group Epicor Clientele CRM Implementation Case Study

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MEDEX Global Group Epicor Clientele CRM Implementation Case Study

Case study of MEDEX Global Group replacing homegrown software with Epicor Clientele CRM to improve information sharing, HIPAA compliance, and operational flexibility.

Published

June 4, 2026

Read time

3 min read

Source

MEDEX Global Group, a provider of emergency travel assistance and international medical insurance, implemented Epicor Clientele CRM.NET to replace a limited homegrown system. The solution enabled real-time sharing of contract, case, and provider data across global operations, supported HIPAA-compliant reporting, and integrated with proprietary databases containing 43,000+ care providers. Key outcomes included faster access to critical information, reduced paper reliance, and improved support for 25,000 annual assistance cases.

Key takeaways

Replaced inflexible homegrown system with scalable CRM supporting enterprise-wide data access

Enabled HIPAA-compliant reporting and secure handling of sensitive health information

Integrated proprietary provider database with 43,000+ international care facilities via Web services

Improved contract management with role-based contact designations for complex service agreements

Captured utilization metrics to support strategic planning and rapid partner onboarding

Market overview

SCR methodology note

Vendor landscape

Leaders

Implementation considerations

Important consideration

Original Source

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