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© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
What We Learned & How We Learned It
Data Driven Results from OE1 and OE2
Ed Coleman, Director of Data and Analytics
Anna Gilbert, National Reporter Director
Cat Tucker, Former Data Analyst
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org2
Agenda
•  Objectives & Expectations
•  Data Driven Approach
•  Experiments and Research
•  Literature & Messaging
•  Latino Phone Outreach
•  Follow Up Phone Program
•  Email Personalization
•  Connector Trends
•  “What you can do” Wrap Up
•  Questions
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
Objectives
•  Share key learnings about direct consumer engagement
from analytics tests and program trends
•  Explain data driven approach and testing methodology
Expectations
•  Breakdown for each topic
?  What we wanted to learn
"  What we learned
ü  What you can do
•  Not a Statistics 101 lesson!
•  Wrap up of findings and time for questions
Objectives & Expectations
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org4
What We Learned & How We Learned It
DATA DRIVEN APPROACH
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
•  Direct consumer outreach
•  Over 100 staff across the country
•  Community organizing approach
•  Digital Tools like Calculator and Connector
•  Consumer-focused website and email outreach
•  National, state, and local Partnerships
•  Earned media
Enroll America’s Program
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
Data Driven Approach
Data
Collection
Constant
Analysis
Lessons
Learned
Share
with
Partners
Future
Analytics
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org7
What We Learned & How We Learned It
LITERATURE & MESSAGING
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
What we wanted to learn
?  Big Picture: How can we best communicate
with the uninsured population?
?  Project Question: When canvassing and
tabling what is the best visual and language
to generate interest in learning more?
Literature & Messaging
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
Literature Cover Test
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
Literature Cover Test
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
Literature Cover Test
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
Literature & Messaging
What you can do
ü  Use Personalized Language
•  Healthcare is Coming Your Way
•  Dear John…
ü  Emphasize Affordability and
Financial Assistance
ü  Don’t be shy to talk about
the fine
ü  Say “Get Covered” or “Make
a Plan Today” to encourage
immediate action
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org13
What We Learned & How We Learned It
CALIFORNIA LATINO PHONE
OUTREACH
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
What we wanted to learn
?  Big Picture: How can we best communicate
with the uninsured population?
?  Project Question: What is the best way to
communicate with the Latino uninsured
population in California?
California Latino Phone Outreach
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
What we learned
"  The initial phone outreach increased
attempts to enroll but had no impact on
enrollment rates
"  Enrollment was higher among consumers
who felt like they had enough information
about the Affordable Care Act
"  Two-thirds of respondents preferred Spanish
over English
California Latino Phone Outreach
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
Value of Multiple Contacts
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
California Latino Phone Outreach
What you can do
ü  Plan to talk to consumers multiple times
ü  Include information about health insurance
in addition to the enrollment process
ü  Make sure to have Spanish language
materials
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org18
What We Learned & How We Learned It
FOLLOW UP
OUTREACH
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
Follow Up Outreach Experiments
What we wanted to learn
?  Big Picture: Is our approach
effective?
?  Project Questions:
?  How effective is the Follow Up Outreach
program for increasing enrollment?
?  What are the best ways to talk to uninsured
consumers – phone, email or both?
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
Follow Up Outreach Experiments
Third Experiment (January – March 2015)
Start of OE2 Follow Up Program (November 2014)
Second Experiment (March – April 2014)
First Experiment (December 2013)
Introduction of Follow Up Program (December 2013)
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
Follow Up Outreach Experiments
What we learned
"  Following up by both phone and email is
most effective for increasing enrollment
"  Contacting consumers by phone and email
increased enrollment by 6.3 percentage
points in the final weeks of March
"  It takes multiple methods to inform people
who are likely opposed due to their
partisan identification
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
Follow Up Outreach Experiments
34.0%
40.9%
31.9%
34.5%
Phone Only Phone + Email
Treat Control Treat Control
March 2014 Follow Up Experiment
+6.3
Contacting consumers by
phone and email in the
final weeks of March
increased enrollment by
6.3 percentage points
Percent enrolled in
HealthCare.gov or
Medicaid
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
Follow Up Outreach Experiments
What you can do
ü  Use multiple methods of communication to
have the most impact on enrollment rates,
especially for hard to reach populations
ü  Collect email and phone from consumers
ü  Plan to communicate with consumers
multiple times
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org24
What We Learned & How We Learned It
EMAIL PERSONALIZATION
TEST
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
Digital Florida Personalization Test
What we wanted to learn
?  Big Picture: How can we best
communicate with the uninsured?
?  Project Questions:
?  How to breakthrough to less engaged people
on our email list?
?  What are effective ways to personalize email
messages?
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
[First_Name]	
  
Digital Florida Personalization Test
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
[First_Name]	
  
Digital Florida Personalization Test
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
+24
Using
personalized
email content
increased clicks
among openers
by 24 percent
1.82%
9.38%
1.67%
7.54%
Open Rate Click Rate
What we Learned
Among the Never Openers only
Digital Florida Personalization Test
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
What we Learned
"  Personalized emails resulted in higher or
equal response rates from all types of
consumers
"  This novel strategy worked especially
well for the less-engaged part of the list
"  If you email 100,000 non-engaged email
addresses, 1,840 more consumers will
click through personalized emails – need
to update math
Digital Florida Personalization Test
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
What we you can do
ü  Never stop emailing your list
ü  Try new techniques to engage the least
active people
ü  Personalize emails, not just by name but
also by other shared qualities like
geography
Digital Florida Personalization Test
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org31
What We Learned & How We Learned It
CONNECTOR
TRENDS
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
Connector Trends
0
2000
4000
6000
8000
10000
12000
Connector Appointments Weekly Growth
63,000 Total
Appointments
72% Completed
47% Enrolled
83% Scheduled
by Partners
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
Connector Trends
"  Saturday was the most popular times for scheduled
appointments with 20% of total appointments
"  The % of available appointments filled by a consumers was
21% on weekends, compared to 11% during the week
ü  Set up appointments on Saturday and Sundays
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
Connector Trends
"  Consumers signed up for appointments that were an
average of 4.5 miles away from their home address.
ü  Create available appointments close to the uninsured
population, the closer the better.
4.6 4.7
8.6
3.2
5.1
3.9
3.1 3.3 2.9
4.9
5.9
AZ FL GA IL MI NC NJ OH PA TN TX
Average Distance Traveled -- Campaign States
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
Connector Trends
"  Appointments scheduled closer to the actual date of the
appointment had higher completion rates.
ü  Encourage consumers to sign up for appointments as
soon as possible – ideally the next day but at least
within a week.
"  Consumers who had conversations with assisters prior to
the appointment were more likely to enroll than those who
started the enrollment process on their own online
ü  Make lots of reminder calls before appointments
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
Wrap Up & Questions
Direct Consumer Outreach
ü Plan to talk to consumers
multiple times
ü Use multiple methods of
communication
Digital
ü Never stop emailing your list
ü Try new techniques to
engage the least active
people
Literature & Messaging
ü Use Personalized Language
ü Emphasize Affordability and
Financial Assistance
ü Don’t be shy to talk about
the fine
Connector Appointments
ü Set up more appointments
over the weekend
ü Create available
appointments close to the
uninsured population
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org37
What We Learned & How We Learned It
QUESTIONS
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
Know Your Numbers: How to Quantify Qualitative Data on Media
Outreach
•  Friday – 2:15PM – 3:15PM
•  Mt. Vernon A (Meeting Room Level)
Other Data & Analytics Workshops
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
Get Covered Data Interactive Demonstration
•  Friday – 2:15PM – 3:15PM
Get Covered Academy Learning Lab
Meeting Room 16
Data & Analytics Interactive Trainings
© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org40
New training resources
•  Highly customized, action-oriented
•  New suite of training services
•  Goal-setting
•  Planning
•  Coaching
•  In-person training
FOR MORE INFO –
training@enrollamerica.org

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What We Know and How We Learned It

  • 1. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org What We Learned & How We Learned It Data Driven Results from OE1 and OE2 Ed Coleman, Director of Data and Analytics Anna Gilbert, National Reporter Director Cat Tucker, Former Data Analyst
  • 2. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org2 Agenda •  Objectives & Expectations •  Data Driven Approach •  Experiments and Research •  Literature & Messaging •  Latino Phone Outreach •  Follow Up Phone Program •  Email Personalization •  Connector Trends •  “What you can do” Wrap Up •  Questions
  • 3. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Objectives •  Share key learnings about direct consumer engagement from analytics tests and program trends •  Explain data driven approach and testing methodology Expectations •  Breakdown for each topic ?  What we wanted to learn "  What we learned ü  What you can do •  Not a Statistics 101 lesson! •  Wrap up of findings and time for questions Objectives & Expectations
  • 4. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org4 What We Learned & How We Learned It DATA DRIVEN APPROACH
  • 5. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org •  Direct consumer outreach •  Over 100 staff across the country •  Community organizing approach •  Digital Tools like Calculator and Connector •  Consumer-focused website and email outreach •  National, state, and local Partnerships •  Earned media Enroll America’s Program
  • 6. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Data Driven Approach Data Collection Constant Analysis Lessons Learned Share with Partners Future Analytics
  • 7. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org7 What We Learned & How We Learned It LITERATURE & MESSAGING
  • 8. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org What we wanted to learn ?  Big Picture: How can we best communicate with the uninsured population? ?  Project Question: When canvassing and tabling what is the best visual and language to generate interest in learning more? Literature & Messaging
  • 9. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Literature Cover Test
  • 10. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Literature Cover Test
  • 11. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Literature Cover Test
  • 12. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Literature & Messaging What you can do ü  Use Personalized Language •  Healthcare is Coming Your Way •  Dear John… ü  Emphasize Affordability and Financial Assistance ü  Don’t be shy to talk about the fine ü  Say “Get Covered” or “Make a Plan Today” to encourage immediate action
  • 13. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org13 What We Learned & How We Learned It CALIFORNIA LATINO PHONE OUTREACH
  • 14. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org What we wanted to learn ?  Big Picture: How can we best communicate with the uninsured population? ?  Project Question: What is the best way to communicate with the Latino uninsured population in California? California Latino Phone Outreach
  • 15. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org What we learned "  The initial phone outreach increased attempts to enroll but had no impact on enrollment rates "  Enrollment was higher among consumers who felt like they had enough information about the Affordable Care Act "  Two-thirds of respondents preferred Spanish over English California Latino Phone Outreach
  • 16. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Value of Multiple Contacts
  • 17. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org California Latino Phone Outreach What you can do ü  Plan to talk to consumers multiple times ü  Include information about health insurance in addition to the enrollment process ü  Make sure to have Spanish language materials
  • 18. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org18 What We Learned & How We Learned It FOLLOW UP OUTREACH
  • 19. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Follow Up Outreach Experiments What we wanted to learn ?  Big Picture: Is our approach effective? ?  Project Questions: ?  How effective is the Follow Up Outreach program for increasing enrollment? ?  What are the best ways to talk to uninsured consumers – phone, email or both?
  • 20. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Follow Up Outreach Experiments Third Experiment (January – March 2015) Start of OE2 Follow Up Program (November 2014) Second Experiment (March – April 2014) First Experiment (December 2013) Introduction of Follow Up Program (December 2013)
  • 21. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Follow Up Outreach Experiments What we learned "  Following up by both phone and email is most effective for increasing enrollment "  Contacting consumers by phone and email increased enrollment by 6.3 percentage points in the final weeks of March "  It takes multiple methods to inform people who are likely opposed due to their partisan identification
  • 22. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Follow Up Outreach Experiments 34.0% 40.9% 31.9% 34.5% Phone Only Phone + Email Treat Control Treat Control March 2014 Follow Up Experiment +6.3 Contacting consumers by phone and email in the final weeks of March increased enrollment by 6.3 percentage points Percent enrolled in HealthCare.gov or Medicaid
  • 23. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Follow Up Outreach Experiments What you can do ü  Use multiple methods of communication to have the most impact on enrollment rates, especially for hard to reach populations ü  Collect email and phone from consumers ü  Plan to communicate with consumers multiple times
  • 24. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org24 What We Learned & How We Learned It EMAIL PERSONALIZATION TEST
  • 25. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Digital Florida Personalization Test What we wanted to learn ?  Big Picture: How can we best communicate with the uninsured? ?  Project Questions: ?  How to breakthrough to less engaged people on our email list? ?  What are effective ways to personalize email messages?
  • 26. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org [First_Name]   Digital Florida Personalization Test
  • 27. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org [First_Name]   Digital Florida Personalization Test
  • 28. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org +24 Using personalized email content increased clicks among openers by 24 percent 1.82% 9.38% 1.67% 7.54% Open Rate Click Rate What we Learned Among the Never Openers only Digital Florida Personalization Test
  • 29. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org What we Learned "  Personalized emails resulted in higher or equal response rates from all types of consumers "  This novel strategy worked especially well for the less-engaged part of the list "  If you email 100,000 non-engaged email addresses, 1,840 more consumers will click through personalized emails – need to update math Digital Florida Personalization Test
  • 30. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org What we you can do ü  Never stop emailing your list ü  Try new techniques to engage the least active people ü  Personalize emails, not just by name but also by other shared qualities like geography Digital Florida Personalization Test
  • 31. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org31 What We Learned & How We Learned It CONNECTOR TRENDS
  • 32. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Connector Trends 0 2000 4000 6000 8000 10000 12000 Connector Appointments Weekly Growth 63,000 Total Appointments 72% Completed 47% Enrolled 83% Scheduled by Partners
  • 33. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Connector Trends "  Saturday was the most popular times for scheduled appointments with 20% of total appointments "  The % of available appointments filled by a consumers was 21% on weekends, compared to 11% during the week ü  Set up appointments on Saturday and Sundays
  • 34. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Connector Trends "  Consumers signed up for appointments that were an average of 4.5 miles away from their home address. ü  Create available appointments close to the uninsured population, the closer the better. 4.6 4.7 8.6 3.2 5.1 3.9 3.1 3.3 2.9 4.9 5.9 AZ FL GA IL MI NC NJ OH PA TN TX Average Distance Traveled -- Campaign States
  • 35. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Connector Trends "  Appointments scheduled closer to the actual date of the appointment had higher completion rates. ü  Encourage consumers to sign up for appointments as soon as possible – ideally the next day but at least within a week. "  Consumers who had conversations with assisters prior to the appointment were more likely to enroll than those who started the enrollment process on their own online ü  Make lots of reminder calls before appointments
  • 36. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Wrap Up & Questions Direct Consumer Outreach ü Plan to talk to consumers multiple times ü Use multiple methods of communication Digital ü Never stop emailing your list ü Try new techniques to engage the least active people Literature & Messaging ü Use Personalized Language ü Emphasize Affordability and Financial Assistance ü Don’t be shy to talk about the fine Connector Appointments ü Set up more appointments over the weekend ü Create available appointments close to the uninsured population
  • 37. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org37 What We Learned & How We Learned It QUESTIONS
  • 38. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Know Your Numbers: How to Quantify Qualitative Data on Media Outreach •  Friday – 2:15PM – 3:15PM •  Mt. Vernon A (Meeting Room Level) Other Data & Analytics Workshops
  • 39. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Get Covered Data Interactive Demonstration •  Friday – 2:15PM – 3:15PM Get Covered Academy Learning Lab Meeting Room 16 Data & Analytics Interactive Trainings
  • 40. © 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org40 New training resources •  Highly customized, action-oriented •  New suite of training services •  Goal-setting •  Planning •  Coaching •  In-person training FOR MORE INFO – training@enrollamerica.org