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Streamlining Sales Operations for a 30% Membership Growth 
Goal

Streamlining Sales Operations for a 30% Membership Growth Goal

Industry

Healthcare

case studies
Healthcare member experience strategy

Table of contents

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During the Annual Enrollment Period (AEP), ResultsCX took a strategic and data-driven approach to inbound sales optimization to significantly improve conversion rates and drive cost efficiency for a regional healthcare plan provider.

The Challenge:

A large regional healthcare plan provider was undergoing an evaluation of its enrollment operations. As a result of this evaluation and part of their organizational goals for the upcoming Annual Enrollment Period (AEP) season, they were tasked with increasing the membership base by 30%.

Recognizing the required effort and resources required to meet the ambitious goal, they looked for a partner with an innovative and analytical approach to sales and enrollment optimization.

The Solution:

ResultsCX entered a partnership with the healthcare plan provider in an effort to improve the sales operational infrastructure and streamline the enrollment experience. Through ResultsCX’s continuous improvement methodology and gap assessment processes, it was discovered that the most significant opportunity was in the training curriculum. ResultsCX conducted a revamp of the traditional training structure that included a mix of non-licensed and licensed staff to a Tier 1 “licensed-only” program model. Class sizes were smaller; however, the Tier 1 model allowed for the training duration to be reduced by 50% and increased the program’s overall speed to proficiency.

The Results:

  • 34% YOY Conversion Rate
  • 31% 2023 Conversion Rate
  • 68% Enrollment Increase
  • Training duration reduced by 50%

Throughout the duration of the program, ResultsCX effectively handled over 3,000,000 interactions, with a remarkable expansion from 189 agents at launch to over 900 agents spread across 14 locations. The rapid response also resulted in a significant reduction in Average Speed to Answer (ASA), which plummeted by over 1,400 seconds within the first month alone. Moreover, ResultsCX’s emphasis on agent retention strategies yielded notable results, maintaining attrition at an average of just 6% month over month.

ResultsCX emerged as an integral partner, helping customers navigate the uncertainties of the pandemic while ensuring the seamless operation of critical banking services.

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