Explore Opportunities
Health plan interactions are pivotal moments that shape member trust and satisfaction. Navigating benefits, resolving claims, and addressing concerns require more than just information—they demand empathy and expertise. Health plans must also scale rapidly during peak seasons like open enrollment, while maintaining compliance and service excellence. These challenges create immense pressure, making it essential to have a skilled, member-focused team that delivers seamless, high-quality support.
With over 20 years of experience in healthcare CX, we’ve helped some of the industry’s biggest brands elevate their member experience. Our Health Advocacy Model ensures every interaction is handled with expertise, empathy, and efficiency. Members engage with our licensed advocates highly trained professionals who not only provide accurate information but also foster trust and loyalty.
By combining deep industry knowledge with rigorous compliance and a member-first mindset, our unique model delivers improved member satisfaction and plan outcomes.
Our health insurance sales team delivered a strong 2024 AEP/OEP season, exceeding their goals for 9 out of 12 clients’ lines of business and ranking #1 vs. all competitors for 6 out of 7 clients.
For a health plan’s marketplace team with record breaking 21.3% conversion rate.
For a state-wide health insurer team. Named ‘Trusted Vendor of Choice’ and awarded 100% of white glove retention business.
For a Fortune 100 managed healthcare client, maximizing pay for performance.
Our Healthcare Persona Training transforms agents into trusted advocates, equipping them with the skills to build emotional connections, simplify complexities, and take the right actions for member advocacy. Grounded in our Five Essential Engagement Habits, this approach fosters a member-centric experience that enhances trust, loyalty, and resolution-driven sales. By personalizing interactions, demonstrating empathy, and proactively addressing care needs, we create a seamless and supportive journey—one that directly links member satisfaction to business success.
We leverage curated analytics, AI-driven insights, and collaborative learning to drive successful sales conversations. Our Consultative Selling Approach focuses on creating needs-based interactions, ensuring solutions align with customer expectations and add real value. From agent selection to continuous training, we develop sales competencies that reflect your business strategy, fostering adaptability and effectiveness at every stage.
We source top licensed healthcare advocates through national databases, industry job boards, and professional networks. Targeted market sourcing focuses on regions with a high concentration of licensed professionals for optimal hiring. Partnerships coupled with our employee referral program further strengthen our pipeline. To ensure success, we prioritize sales-oriented candidate profiling and use pre-hire assessments like Traitify to evaluate problem-solving and sales aptitude.
Our Learn360 Healthcare Sales Training empowers advocates to engage, educate, and guide members to the right plan. Using a structured consultative approach, they discover customer needs, personalize education, offer tailored recommendations, and provide effective resolution building trust and delivering exceptional member experiences.
We use real-time speech analytics and data-driven coaching to sharpen advocate performance. Advocates receive instant feedback on key sales behaviors, scripting, and techniques, while performance tracking empowers continuous improvement. Our structured coaching framework empower, prepare, deliver, review—ensures faster time-to-proficiency, higher conversions, and an exceptional sales experience.
