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Pick It Up! How the Phone Can Easily Increase Your Enrollment Success
The document discusses strategies for effective outreach and follow up to increase health insurance enrollment. It outlines steps that three navigator programs took to build strong outreach programs, including making personalized contact, developing community partnerships, and providing continuous follow up beyond open enrollment periods. Common themes across the programs were collecting consumer contact information, involving staff in planning, and conducting aggressive follow up to get consumers scheduled for enrollment appointments.
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Pick It Up! How the Phone Can Easily Increase Your Enrollment Success
- 1. © 2016 EnrollAmerica | StateOfEnrollment.org 05.13.2016 Pick It Up! How The Phone Can Easily Increase Your Enrollment Success
- 2. © 2016 EnrollAmerica | StateOfEnrollment.org -Introduce our panel and topic -Hear from our panelists -Takeaways and Common Themes -Question and Answer Session -Conclusion and Closing Agenda
- 3. © 2016 EnrollAmerica | StateOfEnrollment.org -Garry Paul Bonesteel is a Navigator with the Palmetto Project in South Carolina. -Cristian Ariza is the Philadelphia Site Supervisor for the Cognosante Enrollment Assistance Project in Pennsylvania. -Carrie Berlin is the Outreach and Enrollment Manager for the YWCA of Greater Pittsburgh, a Navigator grantee in Pennsylvania. Our panel
- 4. © 2016 EnrollAmerica | StateOfEnrollment.org 4 Why Followup Matters For Your Program
- 5. © 2016 EnrollAmerica | StateOfEnrollment.org BUILDING AN OUTREACH AND FOLLOWUP PROGRAM FROM THE GROUND UP Carrie Berlin, Outreach and Enrollment Manager, YWCA of Greater Pittsburgh
- 6. © 2016 EnrollAmerica | StateOfEnrollment.org Step 1: Build a strong team.
- 7. © 2016 EnrollAmerica | StateOfEnrollment.org Step 2: Make a plan. Set goals as a team.
- 8. © 2016 EnrollAmerica | StateOfEnrollment.org Step 3: Personalize outreach. Example of Heat Map:
- 9. © 2016 EnrollAmerica | StateOfEnrollment.org Step 3: Personalize outreach. • Event specific materials • Language specific materials • Consistent staff contact
- 10. © 2016 EnrollAmerica | StateOfEnrollment.org Appointment Cards
- 11. © 2016 EnrollAmerica | StateOfEnrollment.org Step 4: Continuous follow up • Personalized phone calls • Education during appointments
- 12. © 2016 EnrollAmerica | StateOfEnrollment.org Step 4: Continuous follow up • 6 month postcards • 1 year – renewal reminder
- 13. © 2016 EnrollAmerica | StateOfEnrollment.org
- 14. © 2016 EnrollAmerica | StateOfEnrollment.org WORKING WITH PARTNERS ON OUTREACH AND FOLLOW-UP Cristian Ariza, Cognosante EAP Philadelphia
- 15. © 2016 EnrollAmerica | StateOfEnrollment.org 15 • Community Partnerships to Conduct Outreach • Cognosante’s Enrollment Assistance Program – Philadelphia Dial it Up!
- 16. © 2016 EnrollAmerica | StateOfEnrollment.org 16 Limited Investment during OE2 • Worked with EA to Conduct Outreach on Contact Card Program • Promising Results Dial it Up!
- 17. © 2016 EnrollAmerica | StateOfEnrollment.org 17 Strengthened Calling Process for OE3 Developed Strategy • Assister Training with EA • Outreach Events Prior to Nov. 1st • Established Contact Lists Dial it Up!
- 18. © 2016 EnrollAmerica | StateOfEnrollment.org 18 Focus Placed on Partnerships • Value of community partners collecting contact cards and developing lists • Free Library of Philadelphia • Targeted approach: • Focused on high-need areas • Promotion of specific enrollment locations and events Dial it Up!
- 19. © 2016 EnrollAmerica | StateOfEnrollment.org 19 Calling Program Became Essential Increased attendance and enrollment at key locations and events • Facilitated enrollment process for both assisters and consumers • Led to more consumers finding coverage Dial it Up!
- 20. © 2016 EnrollAmerica | StateOfEnrollment.org NAVIGATOR FOLLOW UP: TIPS FOR DEVELOPING AFFECTIVE CONSUMER FOLLOW UP WHEN WORKING IN THE FIELD Garry Bonesteel, The Palmetto Project
- 21. © 2016 EnrollAmerica | StateOfEnrollment.org Working outside the Office Hello, my name Is Garry and my office is my couch.
- 22. © 2016 EnrollAmerica | StateOfEnrollment.org Working outside the Office
- 23. © 2016 EnrollAmerica | StateOfEnrollment.org Working outside the Office
- 24. © 2016 EnrollAmerica | StateOfEnrollment.org What effective follow up look like and the Impact it can have on. Effective Follow Up: Post Open Enrollment
- 25. © 2016 EnrollAmerica | StateOfEnrollment.org Effective Follow Up: Open Enrollment Open enrollment is our busy season, so can we still effectively follow up with consumers?
- 26. © 2016 EnrollAmerica | StateOfEnrollment.org Effective Follow Up: Non-enrolled Consumers What does follow up look like with people who are below 100% FPL or do not qualify for a Special Enrollment Period?
- 27. © 2016 EnrollAmerica | StateOfEnrollment.org • Know yourself and the resources available to you • Find a work space and work flow that works best for you • Building relationships with consumers and community partners is key to your success • Returns calls and emails within 48hrs • Get the contact information because everyone is worth following up with Summery
- 28. © 2016 EnrollAmerica | StateOfEnrollment.org TAKEAWAYS AND COMMON THEMES
- 29. © 2016 EnrollAmerica | StateOfEnrollment.org What do you think the common themes are here? What have each of these programs done to successfully reach consumers? Takeaways and Common Themes
- 30. © 2016 EnrollAmerica | StateOfEnrollment.org What have been some of the challenges they’ve had in building these programs? What are some of your takeaways, and your questions? Takeaways and Common Themes
- 31. © 2016 EnrollAmerica | StateOfEnrollment.org • Collecting consumer contact information • -Building a list! • Involving staff in the planning process • Engaging in an aggressive followup program after first interaction to get consumer in the door for an enrollment appointment Takeaways and Common Themes
- 32. © 2016 EnrollAmerica | StateOfEnrollment.org QUESTIONS AND ANSWERS
- 33. © 2016 EnrollAmerica | StateOfEnrollment.org PUTTING IT TOGETHER
- 34. © 2016 EnrollAmerica | StateOfEnrollment.org THANK YOU!
Editor's Notes
- #3 Thanks so much for being with us! We are going to introduce our panel and set the table for our conversation in just a minute. But first, let’s take a look through our plan for this session.
- #5 These three experts are going to talk with you today about how important a robust and intentional consumer identifcation and followup program has been to reaching and helping to get insure those in their community who most need that help. As you know, Enroll America has done considerable research into what works – tactically, message-wise and in terms of tools and supports for consumers and partners alike – to help bring consumers to the enrollment table. One thing we know for certain is that one conversation with a consumer isn’t enough. One way conversation won’t get the job done. We need to reach out and reach out again and again, and sometimes again, providing information, educating and encouraging – and offering help. As you can see, the most you do that – the more likely you are to successfully get a consumer enrolled. With that, let’s hear first from Carrie Berlin our partner (and an Academy partner!) from Pittsburgh who has built a strong program from the ground up.
- #15 Good Afternoon. It is a pleasure to be here at the State of Enrollment Conference and have the opportunity to connect with all of you who are making the promise of quality affordable healthcare a reality.
- #16 As Neil mentioned I want to share the story of how our seasonal work during Open Enrollment has shaped the way our team handles consumer outreach and follow-up through community partnerships that have allowed us to increase our touchpoints with consumers, and therefore increase the likelihood of successful enrollments. Before I begin, I would like to provide a bit of background on Cognosante’s Enrollment Assistance Program or EAP. EAP is a federal initiative through the Centers for Medicare and Medicaid Services to delivery in-person assistance during the Open Enrollment Period in major cities throughout the US. Cognosante assisters provide critical in-person enrollment assistance to consumers where they live, work and play through large-scale mobile events and weekly static locations.
- #17 In Philadelphia, our first experience with consumer follow-up came during the Second Open Enrollment when we partnered with Enroll America to reach out to consumers interested in health coverage through their Contact Card Program. We had limited investment and certainly did not have a robust follow-up program established. It was primarily difficult due to our seasonal work which limited our capacity for outreach to just a month or two prior to Open Enrollment but the results were very promising and encouraged us to place a larger focus on follow-up.
- #18 In the planning period for the Third Open Enrollment, our team knew it would be crucial to connect with consumers as much as possible in order to ensure re-enrollment and identify those who still lacked coverage. So we worked with the Enroll America team to sharpen our phone call training and supplement our Assisters’ skills with the right messaging techniques when conducting follow-up calls. We also worked in tandem with organizers at outreach events in the weeks leading to November 1st to develop contact lists that could be called during Open Enrollment, and in a way, develop a pipeline of consumers who would need assistance once the time was right.
- #19 We were strategic about the locations of our outreach efforts in order to maximize results, but more importantly we focused on community partnerships to identify and gather information on consumers who needed and wanted our assistance. By now it is well known that consumers are greatly influenced by trusted voices and organizations with roots in their communities, and it is no different when it comes to developing a contact program. For example, in our multi-partner initiative with Enroll America, local navigators, and the library system of Philadelphia, many library branches provide enrollment assistance hours throughout the city, but also provide points where consumers can securely and conveniently provide contact information so that in-person assistance staff can connect with them at a later time if assistance was not immediately available. Additionally, we used the contact program to remind consumers of key coverage deadlines and make them aware of key enrollment events or locations in their neighborhood. As an assister or navigator organization, we know it’s very important to ensure robust attendance at major events where a large portion of our resources are invested. What better way to ensure consumers are aware of your initiatives than by calling them directly days before the event?
- #20 Ultimately, the outreach and follow-up program became an essential part of our success during this past open enrollment. We noticed that by working with partner organizations to identify and follow-up with consumers we had better enrollment and re-enrollment results. Attendance at events and enrollment locations increased, and the enrollment process was significantly more simple and productive for assisters because we had more touch points with consumers in which we could educate, clarify information and prepare them for enrollment. Along the same line, consumers were having more success not just finding affordable coverage but finding the right type of coverage for their families. Thank you.
- #29 So, through these three expert panelists, what have been the common themes in your opinion? What have each of these programs done to successfully reach consumers (identify, gather contact information, have a plan for followup). What have been some of the challenges they’ve had in building these programs? What are some of your takeaways, and your questions?
- #34 Going in, we knew that consumers are more likely to enroll the more they hear from us. That one way communication or one followup call isn’t enough. We need to routinely and consistantly be in touch with consumers before – and after – enrollment. We heard today from three experts who have built strong enrollment programs that include this best practices. Garry is in a place where he needs to go it alone – not unlike many of you in the room. Cristian has a seasonal team, which is a challenge, but knows the importance of building partnerships to gather consumer contacts so that they can follow up and help those folks to get covered – and his entire team gets involved in the process from outreach to followup. And Carrie has built a program from the ground up – including her staff – to ensure that their consumers here from them regularly, allowing them to help more consumers every single day.
- #35 In closing, we hope that this session provided you with some tips and guidance on how you can build within your program a strong followup program, including your staff, setting goals and ensuring that it is a key part of your enrollment and outreach program. Thank you for being with us!