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Informis	Proprietary	 and	Confidential	 Information	 ©	2016	Informis	Health	Solutions	 LLC.	All	Rights	Reserved
May 28, 2016
David Shiba
David.Shiba@informis.com
312-213-9920
AN INTRODUCTION TO
INFORMIS HEALTH SOLUTIONS
MEDICAID ADVANTAGE CALL CENTER SERVICES
Informis	Proprietary	 and	Confidential	 Information	 ©	2016	Informis	Health	Solutions	 LLC.	All	Rights	Reserved 2
History
Pearson	sells	
division	 to	
Veritas	
Capital	who	
names	the	
company	
Vangent
Pearson	
Government	
Solutions
(1-800-
MEDICARE)	
recruits	
founder	to	
build	
Informis
Initial	
version	of
enrollment	
solution	
launches;	
Vangent	
signs	first	
customers	
Vangent	sells	its	
1-800-MEDICARE	
contract	and	
Informis	to	
General	
Dynamics
Vangent	
continues	to	
develop	
solutions,	
releasing	four	
versions	of	its	
MA	products
Informis	lands	
Illinois	ACA	
Help	Desk	
Contract;	
takes	35,000	
calls	in	one	
day
Informis	
begins	
serving	
WellCare	
after	they	
acquired	
Windsor	
Sixth	version	
of	solution	
released	that	
includes	
member-
centric	data	
architecture
Informis	starts	
aggressively	
growing	
Telesales
Informis	
becomes	an	
agency	to	
launch	Tele-
brokerage
2008	 thru	 	2011 2012 2013 2014 2015 2016
Founders	acquire	
Informis	from	
General	Dynamics
2004	 thru	 	2007
Founder	
conceives	
Informis	
while	
helping	
plans	with	
their	Part	D	
rollout
Informis	Proprietary	 and	Confidential	 Information	 ©	2016	Informis	Health	Solutions	 LLC.	All	Rights	Reserved 3
Informis Health Solutions
Testimonials and Commendations
Call Center Enrollment Performance (6/15)
5 Star Performance (7/15)
Outstanding Compliance (5/15)
Informis	Proprietary	 and	Confidential	 Information	 ©	2016	Informis	Health	Solutions	 LLC.	All	Rights	Reserved 4
informis Enroll™
Convert leads to enrollments at up to 3 times the industry average
Data provided by Informis Customers
MA	phone	enrollment	 rate	%	per	qualified	lead	vs.	competitors
Informis	Proprietary	 and	Confidential	 Information	 ©	2016	Informis	Health	Solutions	 LLC.	All	Rights	Reserved 5
informis Enroll™
Case Study
Informis was setting agent / broker appointment unless caller asked to enroll over the phone
Customer wanted to replace agent and broker sales with over-the-phone sales
We exceeded phone enrollment objectives – achieved a positive ROI in less than 6 months
Over a four year period, Informis helped reduce customer’s cost per enrollment by over 60%
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Responses 6,122 6,011 8,565 7,064 5,457 4,227 4,305 4,707 3,282 14,463 23,414 15,458
Qualified	Leads 3,833 3,644 5,192 4,205 3,554 2,864 3,116 3,288 2,247 11,870 21,564 14,363
Agent	Home	Visits 1,169 1,013 926 905 515 288 213 291 3 2 3 0
Phone	Enrollments 530 566 725 674 803 888 824 741 576 2,567 4,257 4,215
Home	Visit	rate 30.5% 27.8% 17.8% 21.5% 14.5% 10.1% 6.8% 8.9% 0.1% 0.0% 0.0% 0.0%
Phone	Enroll	rate	 13.8% 15.5% 14.0% 16.0% 22.6% 31.0% 26.4% 22.5% 25.6% 21.6% 19.7% 29.3%
Tasked in March to drive
phone enrollments over agent
visits
Dedicatedagents let go
In August
informis EnrollTM doubled
phone enrollments
Data provided by Informis Customer
Informis	Proprietary	 and	Confidential	 Information	 ©	2016	Informis	Health	Solutions	 LLC.	All	Rights	Reserved 6
informis Enroll™
A	great	idea	+	millions	in	development	+	nine	years	of	continuous	
improvements		=		Best	Medicare	Advantage	sales	solution
Technology People Process
Intelligent	call	routing	– routes	calls	
to	best	available	selling	resource
Scripts	– 9	years	of	sales	experience	
“baked”	into	fully	compliant	scripts
Metrics	– proprietary,	sophisticated,		
database	drives	“hello	to	enroll”	
marketing	effectiveness	reports
Flexible	– speeds	implementation;	
changes	make	it	to	the	floor	quickly;	
scales	up	or	down	easily
Reliable – Less	than	3	hours	of	
downtime	in	9	years
Hiring	and	Training	– Evolved	
from	1-800-MEDICARE	program
Best	Practices	– embedded	in	
scripts;	drives	sales	&	compliance
Quality	Control	 – CMS	Five-Star	
rated	program
Responsive	– Process	to	rapidly	
implement	“game	changing”	
improvements	during	AEP	
Modeling	 – accurately	predicts	
results	and	required	staff	based	
on	marketing	spend	by	channel
Experience	– 80%	of	staff	with	
Informis	more	than	4	years	
Expertise	– Customers	rely	on	our	
knowledge
Licensed	– Reps	licensed	nationwide
Pay	for	Performance	– Incentive	
programs	drive	CSR	performance
Exceptional	PM	Team
Proven	highest	lead	to	sales	results	in	the	industry
+ +
How Informis Delivers Superior Results
Informis	Proprietary	 and	Confidential	 Information	 ©	2016	Informis	Health	Solutions	 LLC.	All	Rights	Reserved 7
informis Enroll™
Informis	Proprietary	 and	Confidential	 Information	 ©	2016	Informis	Health	Solutions	 LLC.	All	Rights	Reserved 8
informis Enroll™
Our reports are a key differentiator
Provides cost-per-enrollment clarity
“Hello-to-enroll” data captured in
prospect / member-centric database
enables timely, results-driven
allocation of marketing spend
Marketing Effectiveness Report –TV Campaign Response by county
Marketing Effectiveness Reports
Informis	Proprietary	 and	Confidential	 Information	 ©	2016	Informis	Health	Solutions	 LLC.	All	Rights	Reserved 9
informis Enroll™
Marketing Lead Generation Summary/Channel Reports
Informis	Proprietary	 and	Confidential	 Information	 ©	2016	Informis	Health	Solutions	 LLC.	All	Rights	Reserved 10
informis Retain™
Help Desk (ACA Get Covered Illinois)
Provider and Member Services
Benefit and Eligibility Verification
Scope of Appointment
Welcome Calls
Outbound Enrollment Verification
Flu Shot Reminders
Premium Reminders
PCP Verification and Validation
Annual Wellness Visit Scheduling
Business Reply Card / Direct Mail Processing
HRA
HEDIS Screenings
Medication Management Calls
PDP Upsell
Extra Help / LIS Validation and Reinstatement
Member Fulfillment / Material Requests
Event / Seminar Scheduling
Physician Recruitment
Authorizations
American with Disabilities Act Verification
Contact Interaction Management
Pre-CAHPsSurveys
Disenrollment Surveys
ANOC Calls
Care Management
Long Term Care Assessments and Referrals
Member Satisfaction Surveys
Provides comprehensive year-round member services

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Informis Medicaid Advantage Call Center Services

  • 1. Informis Proprietary and Confidential Information © 2016 Informis Health Solutions LLC. All Rights Reserved May 28, 2016 David Shiba David.Shiba@informis.com 312-213-9920 AN INTRODUCTION TO INFORMIS HEALTH SOLUTIONS MEDICAID ADVANTAGE CALL CENTER SERVICES
  • 2. Informis Proprietary and Confidential Information © 2016 Informis Health Solutions LLC. All Rights Reserved 2 History Pearson sells division to Veritas Capital who names the company Vangent Pearson Government Solutions (1-800- MEDICARE) recruits founder to build Informis Initial version of enrollment solution launches; Vangent signs first customers Vangent sells its 1-800-MEDICARE contract and Informis to General Dynamics Vangent continues to develop solutions, releasing four versions of its MA products Informis lands Illinois ACA Help Desk Contract; takes 35,000 calls in one day Informis begins serving WellCare after they acquired Windsor Sixth version of solution released that includes member- centric data architecture Informis starts aggressively growing Telesales Informis becomes an agency to launch Tele- brokerage 2008 thru 2011 2012 2013 2014 2015 2016 Founders acquire Informis from General Dynamics 2004 thru 2007 Founder conceives Informis while helping plans with their Part D rollout
  • 3. Informis Proprietary and Confidential Information © 2016 Informis Health Solutions LLC. All Rights Reserved 3 Informis Health Solutions Testimonials and Commendations Call Center Enrollment Performance (6/15) 5 Star Performance (7/15) Outstanding Compliance (5/15)
  • 4. Informis Proprietary and Confidential Information © 2016 Informis Health Solutions LLC. All Rights Reserved 4 informis Enroll™ Convert leads to enrollments at up to 3 times the industry average Data provided by Informis Customers MA phone enrollment rate % per qualified lead vs. competitors
  • 5. Informis Proprietary and Confidential Information © 2016 Informis Health Solutions LLC. All Rights Reserved 5 informis Enroll™ Case Study Informis was setting agent / broker appointment unless caller asked to enroll over the phone Customer wanted to replace agent and broker sales with over-the-phone sales We exceeded phone enrollment objectives – achieved a positive ROI in less than 6 months Over a four year period, Informis helped reduce customer’s cost per enrollment by over 60% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Responses 6,122 6,011 8,565 7,064 5,457 4,227 4,305 4,707 3,282 14,463 23,414 15,458 Qualified Leads 3,833 3,644 5,192 4,205 3,554 2,864 3,116 3,288 2,247 11,870 21,564 14,363 Agent Home Visits 1,169 1,013 926 905 515 288 213 291 3 2 3 0 Phone Enrollments 530 566 725 674 803 888 824 741 576 2,567 4,257 4,215 Home Visit rate 30.5% 27.8% 17.8% 21.5% 14.5% 10.1% 6.8% 8.9% 0.1% 0.0% 0.0% 0.0% Phone Enroll rate 13.8% 15.5% 14.0% 16.0% 22.6% 31.0% 26.4% 22.5% 25.6% 21.6% 19.7% 29.3% Tasked in March to drive phone enrollments over agent visits Dedicatedagents let go In August informis EnrollTM doubled phone enrollments Data provided by Informis Customer
  • 6. Informis Proprietary and Confidential Information © 2016 Informis Health Solutions LLC. All Rights Reserved 6 informis Enroll™ A great idea + millions in development + nine years of continuous improvements = Best Medicare Advantage sales solution Technology People Process Intelligent call routing – routes calls to best available selling resource Scripts – 9 years of sales experience “baked” into fully compliant scripts Metrics – proprietary, sophisticated, database drives “hello to enroll” marketing effectiveness reports Flexible – speeds implementation; changes make it to the floor quickly; scales up or down easily Reliable – Less than 3 hours of downtime in 9 years Hiring and Training – Evolved from 1-800-MEDICARE program Best Practices – embedded in scripts; drives sales & compliance Quality Control – CMS Five-Star rated program Responsive – Process to rapidly implement “game changing” improvements during AEP Modeling – accurately predicts results and required staff based on marketing spend by channel Experience – 80% of staff with Informis more than 4 years Expertise – Customers rely on our knowledge Licensed – Reps licensed nationwide Pay for Performance – Incentive programs drive CSR performance Exceptional PM Team Proven highest lead to sales results in the industry + + How Informis Delivers Superior Results
  • 7. Informis Proprietary and Confidential Information © 2016 Informis Health Solutions LLC. All Rights Reserved 7 informis Enroll™
  • 8. Informis Proprietary and Confidential Information © 2016 Informis Health Solutions LLC. All Rights Reserved 8 informis Enroll™ Our reports are a key differentiator Provides cost-per-enrollment clarity “Hello-to-enroll” data captured in prospect / member-centric database enables timely, results-driven allocation of marketing spend Marketing Effectiveness Report –TV Campaign Response by county Marketing Effectiveness Reports
  • 9. Informis Proprietary and Confidential Information © 2016 Informis Health Solutions LLC. All Rights Reserved 9 informis Enroll™ Marketing Lead Generation Summary/Channel Reports
  • 10. Informis Proprietary and Confidential Information © 2016 Informis Health Solutions LLC. All Rights Reserved 10 informis Retain™ Help Desk (ACA Get Covered Illinois) Provider and Member Services Benefit and Eligibility Verification Scope of Appointment Welcome Calls Outbound Enrollment Verification Flu Shot Reminders Premium Reminders PCP Verification and Validation Annual Wellness Visit Scheduling Business Reply Card / Direct Mail Processing HRA HEDIS Screenings Medication Management Calls PDP Upsell Extra Help / LIS Validation and Reinstatement Member Fulfillment / Material Requests Event / Seminar Scheduling Physician Recruitment Authorizations American with Disabilities Act Verification Contact Interaction Management Pre-CAHPsSurveys Disenrollment Surveys ANOC Calls Care Management Long Term Care Assessments and Referrals Member Satisfaction Surveys Provides comprehensive year-round member services