A Fortune 500 Healthcare Company Partners with The Marek Group to Streamline Annual Enrollment Period for Greater Success
Overview
A Fortune 500 healthcare company, recognized as a leader in the industry, faces its most vital season each fall: Annual Enrollment Period (AEP). With a condensed ten-week window to engage prospects and drive enrollments, the company’s success depends on getting the right materials into the hands of thousands of agents—quickly, compliantly, and at scale.
With rising complexity, strict compliance requirements, and a staggering volume of content threatening to overwhelm them, the company’s marketing team turned to The Marek Group. The Marek Solution: streamline content delivery across traditional and digital channels and automate compliance to ensure this healthcare company’s field agents have timely access to the high-quality, personalized materials they need to secure enrollments.
CHALLENGES
Condensed Selling Period
AEP runs approximately 10 weeks; agents didn’t have time to wait for the materials they needed to sell. Additionally, certain requirements prevented the marketing team from releasing some materials early
Data Updates
AEP runs approximately 10 weeks; agents didn’t have time to wait for the materials they needed to sell. Additionally, certain requirements prevented the marketing team from releasing some materials early
Print Fulfillment
High volumes of printed materials were needed in advance of the selling period, but unused materials wasted already limited budget.
Compliance Risks
With no time to waste, the risk of non-compliant materials making it into the market significantly increased, subsequently increasing the potential for costly fines.
Manual Mailing
Agents had to handle custom mailings themselves, creating inefficiencies and limiting the channel’s effectiveness.
Rising Costs
Compliance infractions, a growing vendor network, and wasted time and resources drove operational costs sky high.
SOLUTION
Through their partnership with The Marek Group, this Fortune 500 Healthcare company has transformed their Enrollment Period preparation and execution:
Pre-Publishing & Instant Access
Marek’s Triptych platform enabled the company to pre-publish materials, so their administrators had the power to instantly make materials available to their field at the click of a button.
Lighting-Fast Data Updates
With data integration, what once took days or weeks now happens in hours or minutes, ensuring agents always have access to the most up-to-date plan information, including plan comparisons for their target customers and prospects.
Automated Compliance & Versioning
Triptych automatically updates products, plans, and customization options based on user permissions, guaranteeing their agents only see content they’re certified to sell. Daily user group refreshes keep everything accurate and secure.
Streamlined Print
Partnering with The Marek Group to fulfill print materials ordered through their Triptych site, allowed the company to consolidate their vendor network and cut costs. Furthermore, a preorder program for specific printed materials allowed them to get ahead of the sheer volume of print materials necessary without creating costly excess.
Automated Fulfillment
Using Marek’s Triptych platform and fulfillment services, the company’s agents can now customize, order, and send direct mail materials from the comfort of their office—no trip to the post office required.
Data-Driven Content & Insights
Leadership at the Fortune 500 Healthcare company leverages Triptych’s data and analytics to optimize their content library and devise future strategies. A recent initiative is using data collected in the Triptych platform to study the behavior of top agents and develop strategies to guide others’ actions to help them achieve similar success.
Integrated Marketing List Retrieval
The Marek Group has integrated marketing list retrieval (MLR) processes into the company’s Triptych site, enabling accurate and efficient direct mail outreach.
RESULTS
This simple, yet effective process continues to produce imperative results for the healthcare company.
In the first 2 weeks:
A user logged onto the company’s site every single minute
Over 475 different piecesof marketing content were delivered to the field
Every 2 minutes a piece of customized content was generated, resulting in 10,400 customizable materials ordered for digital download or print on demand
Nearly 10,500 hours were saved in content customization without additional head count
$260,000 saved in potential full-time employee wages without compromising personalization or compliance
Printed items ordered through Triptych and fulfilled through Marek operated facilities are produced and shipped to agents, on average, in 4 days or less
HOW IT WORKS
Field agents log into the healthcare company’s custom Triptych portal from anywhere, search and sort through a centralized library of approved content, and customize materials as needed. With just a few clicks, they can order print materials or download digital assets—confident that everything is up-to-date, compliant, and tailored to their prospects’ needs.
