Optimizing performance for great service

CASE STUDY:
CLIENT
Regional U.S. Health Insurance Provider with 4+ million members
SITUA­TION
As the organization entered 2022, the leadership team received significant growth objectives for its Medicare business. Leaders wanted to understand what it would take to deliver higher performance at a lower cost through their sales call center.
OBJEC­TIVE
Create a roadmap to achieve the growth plan in 2023.
WHAT WE DID
  • Given the complexities of not just health care insurance but also the requirements for customer experience and quality of working in Medicare, reviewed each contact center discipline against health insurance sales best practices
  • Collaborated with key stakeholders to get alignment on strategic roadmap of tactics to drive improved results
  • Sized staffing required to achieve financial objectives and required service levels and constructed ROI model for implementing the changes
OUT­COME
Delivered growth plan to drive incremental 15% growth in 2023 from appropriate resourcing, training, call handling and contact strategies.