Membership Retention and Conversion Program

With our Member Retention and Conversion Program, let your members know which Medicare plan provides the best coverage and cost before AEP begins so they focus on shopping your plans versus competitors' plans

Powered by AI and data science, our tools can improve your member retention and growth by over 30%.

We use AI and data science to analyze your health plan's entire Medicare membership to create and deliver personalized plan recommendations to each member. Use our Member Retention and Conversion Program to outreach your members before they shop with another plan or broker during AEP. With this program, members no longer have to wonder if they are in the best plan with their current carrier, thus improving their experience and satisfaction with their carrier.

Key Benefits

  • Provide personalized plan recommendations to you entire Medicare membership so they shop your plans instead of competitors’
  • Identify and out-reach to members who should switch or upgrade their plan based on their latest claims history, helping them lower their costs and access valuable benefits
  • Save money by reducing inbound calls from current members asking if they are still in the best plan with you

How it Works:

Understand Your Competitive Position

  • Know your best markets and customers before AEP begins so that you can better target your marketing and lead-generation spend
  • Know which counties your products are most likely to convert based on competitive market intelligence, so you can focus on growth
  • Know which counties your products are least likely to convert based on competitive market intelligence, so you can focus on retention or upgrade

Segment and Understand Current Member Needs

  • Stay: No plan change needed. This member is already in their optimal plan
  • Switch: New lower cost plan available for this member is affected by plan design changes or newly prescribed, high-cost medications
  • Upgrade: New MAPD or Medigap plan for this member with comparable or lower drug costs wanting enhanced benefits

Increase Conversion and Retention with Tailored Messaging and Outreach

  • Target marketing spend on your best markets to generate leads where your products are strong
  • Send personalized direct mail/email and make outbound calls to the “switch” and “upgrade” segments informing them that a better plan is available to retain or upgrade current members
  • Send personalized direct mail/email to the “stay” segment to let them know no action is needed (and they don’t need to call your call centers)

Contact us for a demo.

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