MedicareEdge. featuring MedicareCRM

Transcription

1 MedicareEdge featuring MedicareCRM

2 Two trusted names, one can t-miss approach. Connecture leads the health plan market in sales automation software solutions and consultative services that streamline offerings from Web marketing launch through quoting, enrollment, and retention. MedicareCRM leads the market in new member acquisition management with the only customer relationship management tool built from the ground up to service Medicare Advantage and Medicare Supplement plans. Now the strengths of both are combined in a single, unified solution MedicareEdge: The quoting, rating, enrollment strength of InsureConnect plus MedicareCRM Powerful software and service add-ons to personalize interaction with beneficiaries, empower brokers, and extend your marketing reach online This is the one you ve been waiting for.

3 A market with no room for error Blue sky potential, red tape nightmare. That s the Medicare world we all know so well. The size of the market 47 million eligible seniors today, an estimated 90 million in 15 years is matched only by its complexity. Regulations are all-encompassing and ever-changing especially now, with health care reform an evolving, moving target. Whatever changes, though, one thing will remain the same: The absolute necessity to fully comply with all the rules, all the time. Knowing what you know today is not enough. You also need to be ready for what will change tomorrow. You need an automated end-to-end solution that streamlines every step of new member acquisition, captures every required piece of information, and most importantly keeps pace with every regulatory twist and turn. That s where we come in. Everything you need MedicareEdge gives you an unmatched competitive advantage. The benefits of the only truly comprehensive plan presentment, comparison, and enrollment system designed exclusively for the Medicare market. Plus an a la carte menu of solutions and services to help you reach, enroll, and retain more beneficiaries, more efficiently. Automated enrollment. MedicareEdge connects beneficiaries with your plan offerings, allows them to easily compare options, and guides them step by step through the decision-making process. They can even enroll online. With the work of enrollment streamlined, you can focus more on broadening your reach. Sales tracking and marketing analytics. MedicareEdge guides your marketing and sales process from initial contact to final disposition. It provides realtime marketing and sales data analysis to help you manage your sales distribution channels and maximize the efficiency of your marketing efforts while maintaining compliance across all operations. Complete documentation. MedicareEdge documents all interactions with beneficiaries to ensure compliance with guidelines set by the Centers for Medicare & Medicaid Services (CMS). Your own online marketing engine. MedicareEdge gives you a robust package of tools to reach, educate, and enroll beneficiaries online. Tools include branded microsite creation, e-commerce capabilities, interactive educational tools, real-time seminar reservations, informational kit fulfillment, lead capture, and more. Prescription drug search. Prescription coverage can be a key factor in choosing a plan. MedicareEdge makes it easy for beneficiaries to look up drugs by name or condition, and see whether they re covered on a specific plan and at what rate.

4 Enrollment Make the most of every opportunity Increase conversion and retention. Lower costs. MedicareEdge makes the journey from click to card smooth and swift. Whether you go directly to the beneficiary or through a broker, MedicareEdge allows you to reach more beneficiaries more cost effectively and enroll them more quickly. It links directly with your back-end system for fast end-to-end processing of applications and enrollments, reducing the number of required touch points along the way. You can also make it an incredibly powerful education tool. Adding click-to-chat and click-to-call functionality allows for truly personalized interactions with beneficiaries while they re researching plans online. Co-browsing enables your customer service team to provide real-time assistance through a common screen interface, answering questions quickly, intelligently, and accurately. Medicare enrollment windows don t stay open long. MedicareEdge amplifies your outreach efforts, allowing you to contact, counsel, and enroll more beneficiaries in the limited time available to you, at a lower cost. Click-to-chat Co-browsing Click-to-call

5 Marketing analytics See clearly. Target Effectively. Optimize your marketing efforts Government cost pressure on Medicare reimbursements requires plans to do more with less. MedicareEdge gives you the power to lower acquisition costs and, equally important, retention costs. You ll enroll more new and returning beneficiaries, more cost effectively. Leads that pay. Sales leads are your bread and butter. Dealing with them in the Medicare world is anything but easy. Let MedicareEdge eliminate the headaches. It automatically distributes new member leads generated by your marketing efforts directly from your Website or call center to your sales agents and brokers. It prequalifies each lead so that only those with appointments or consent to contact receive outreach. It also prequalifies your sales agents, tracking their sales activity and allowing you to maximize conversion rates by automatically routing leads to your top performers. Total marketing transparency. A robust Marketing Information System provides real-time marketing analytics on lead response and conversion. You get a crystal-clear picture of the return on investment from your marketing efforts. You can also analyze your cost per lead from advertising, direct mail, and other outreach efforts. Drill down to geographic regions to monitor your provider network for missed opportunities. See where beneficiaries typically drop out of the enrollment process. And use data-driven predictive modeling to increase your response rates. It s total marketing transparency. Allowing you to tweak, tune, and retool every effort to deliver the best results at the lowest cost. Web analytics Transactional analytics

6 Personalized education Build trust. Guide the process. Streamline decision-making with a meaningful conversation Connecture s Conversational Medicare Guide standardizes the comparison of plan information, eliminating confusion and confidently leading beneficiaries to the options that best fit their needs. Beneficiaries interact with Medicare Guide as they would with an actual agent. Short, interactive questions drive the conversation. The answers narrow a wide universe of possible next steps to a few relevant options, ushering beneficiaries through to enrollment naturally and logically. Medicare Guide also helps beneficiaries research prescription coverage with online drug lookup tools and quickly find answers to other questions they may have. For beneficiaries still not ready to enroll, Medicare Guide can transition the conversation by helping them book an appointment for a community meeting or set up an in-person appointment with an agent. At each step of the process, Medicare Guide captures consent and ensures that the correct compliance steps are followed and documented. Conversational Medicare Guide

7 Broker performance and compliance Boost productivity. Monitor results. Empower brokers. Ensure compliance. Brokers represent a significant piece of the Medicare market. Medicare Edge makes it easier for brokers to represent your plans, allowing you to tap this powerful sales channel. At the same time, it lets you track and document the sales process to ensure that your brokers in the field meet the same compliance standards as your in-house sales staff. Online/offline enrollment options. MedicareEdge gives brokers the flexibility to begin the enrollment application process online and pass it to the beneficiary to capture signatures and other information. Broker and beneficiary can also transition between online and paper enrollment as needed. By offering a variety of options to complete the enrollment process, it helps you increase conversions. Keeping brokers compliant and productive. To ensure you have the right people in place, MedicareEdge houses all broker licensing information, certifications, and educational history. And it provides MIPPA consent tracking and full data capture, allowing you to be sure brokers and agents are meeting CMS reporting and compliance requirements in-house and in the field. Equally important, MedicareEdge also shows you how well brokers are optimizing their opportunities to increase enrollments and manage their books of business in a timely manner. Electronic signature pads. Brokers can capture and submit legally binding client signatures in the field, expediting the enrollment and consent processes to increase conversions. Electronic signature pads

8 Online marketing Meet beneficiaries where they live. Increase your reach online Your online presence can extend well beyond your own site. In fact, it can be as broad as you choose to make it. Working with the Connecture team, you can create unique and tailored microsites and landing pages fully integrated with your brand, and seamlessly tied in with your sales and marketing systems. Choose from a wide menu of capabilities, including e-commerce, interactive educational tools, eligibility qualification, real-time seminar and community meeting reservations, lead capture, information kit fulfillment, and more. Even incorporate the Conversational Medicare Guide into your site. To get started, just tell us which pieces you want, and we ll take care of everything. A la carte pricing lets you pay only for what you need. And we can work with you to ensure your site is fully CMS- and Section 508-compliant. Microsite design and strategy