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Medicare Birthday/65
Direct Marketing Plan
cover
1
Agenda
• Creative Concept Presentation
• Yearly Birthday/65 Direct Marketing Plan
• Why This Recommendation Makes Sense
• For Future Discussion
• Next Steps
2
Engagement Strategy
Timing
• Major change in offering will be the timing of
the tactical touches – much earlier than in
previous years starting at 64th birthday
– Previous schedule timed communications to land
1-3 months before 65 birthday which is believed
th
5
65+ Still Working
• Very difficult audience to target
6
Key Component to Strategy
• Survey
– Sets the stage/We are here every step of the
way
– Establishes ongoing relationship
– Allows us to obtain vital information on prospects
that are critical to our success
• Age Planning to Retire
• Preferred method of communication
– “The right fit for each individuals specific needs”
• Opportunity to get permission to communicate via
email (online is preferred method) and phone numbers 7
Online
Retire at 65 Mail
Non Respondents
Online
9
Offer Strategy
• Offer sequence will be:
– Relationship Building & Survey
– Premium incentive to provide data (concept specific/does not draw
unqualified leads)
• Personalized time line
– Education
• Seminar offer/Free gift to attend (Baby Boomer specific)
– Shop/Plan Comparison
• One-on-one appointment which provides trusted/consultative
guidance
– Enroll Now
• Personalized and easy ways for assistance 10
• Ongoing testing
– Testing will be done on a regular basis to ensure
overall plan effectiveness and cost efficiencies.
• Offers
– New incentives/premiums and partnership
opportunities
• Vehicle: Letter Package vs. Postcard/Self-Mailer
• Non-Respondents: # of touches/Cost Effectiveness
• Mail/Print opt-in: mailing complete application vs. offer
800# and online to enroll
11
Additional Engagement Plan Enhancements
12
• Add Word of Mouth/Friend Referral Program
– Research proved it to be the strongest media vehicle
and response to “How did you hear about us?”
• Link online to forward friend information
• Cards to give to friends (contact information) in
Welcome Package
• Invite friend to seminar
• Confirmed enrollees: thank you letters with cards to
pass onto friends/family approaching retirement age
with links to Excellus program.
13
• Website refresh using winning creative
concept
• Integrate new creative concept for other
Medicare communication channels for
consistent/cohesive look, feel and
messaging.
14
2011 List Strategy
Segment 1: Excellus BCBS Commercial
Plan Participants Age 64
• Names extracted from house file at Excellus
• Flag segments for performance tracking:
– Has attended an Excellus workshop
– Spouse (over 65) chose Excellus for Medicare
Advantage
– Spouse (over 65) did not select Excellus (At-Risk)
– Single person household (match to external
database to obtain)
Segment 2: Prospects Age 64,
Competitive Commercial Plan Members
• Experian as the list source
– Most trusted source for EXACT date of birth
– Very stringent requirements with regard to data quality and requires
info from 2 or more sources when validating information on an
individual
– Universe of 62,833 with DOB 05/1946-10/1947
• Geo select for counties
• Key code with lifestyle interests to observe list performance
(creates list segments)
– Sourced from BehaviorBank, a 57 million record database of self-
reported interests, ailments, and lifestyles
– Key code for Health and Fitness/Health Club; Travel; Ailments
– Number of adults 64+ in HH
– Income
Segment 2: Prospect Universe
Prospect List Counts by Month/Year of Birth (62, 833 prior to merge-purge)
5,000
4,500
4,000
3,500
3,000
2,500
2,000
1,500
1,000
500
0
Segment 3: Excellus Group Plan
Members age 65+
• Names extracted from house file at Excellus
• Flag segments for performance tracking:
– Has attended an Excellus workshop
– Spouse (over 65) chose Excellus for Medicare
Advantage
– Spouse (over 65) did not select Excellus (At-
Risk)
– Single person household (match to external
database to obtain)
Segment 4: Competitive Group Plan
Members age 65+
• No good source identified that will give us
retirement intentions
– Universe of self-reported data not that robust
– Too much waste to contact entire 66-70 cohort
• Might have to attack this from Benefits
Manager angle…as influencer effort
Segment 5: Veterans
• Universe of names from BehaviorBank (self-
reported data) expected to yield
approximately 2,600 names per year
• Need to determine if quantity warrants
creation of a separate version, or if they will
naturally self-select from Segments 1-3.
– Evelyn’s experience suggests veterans DO buy
MA, albeit the least expensive plan
Merge-Purge
• Suppressions will include the DMA pander
file, deceased file, Excellus BlueCross Blue
Shield supplied member files, Do Not Mail
files and Age-In files
– Process on a monthly basis
Email Lists
• YesMail offers opt-in email names for
possible test:
– Prospect data is provided by InfoUSA
– Limited quantity available in our footprint
• Year of birth 1946 = 3,480 and 1947 = 3,998
– May wish to have list owner flag/suppress current
Excellus members
Future List Considerations
• Explore list trades with organizations in similar
footprint, with like interests
– AAA Western and Central NY and AAA Northway
(Clinton, Essex, Franklin, Fulton, Hamilton, Montgomery counties only in Northway)
• Auto, home life insurance inquiries; lapsed members
– YMCA
• Many clients choose to trade Inquiries, not
Customers
• Structure a contract outlining usage and terms
Why This Recommendation Makes Sense
26
For Future Discussion
• Tracking and Analysis
– Track results by 800#’s with extensions for each
touch and online activity with Google analytics
– Collaborate with Excellus BCBS team to analyze
reports
• Response rates
– Segments
– Each touch
– Online/Mail/Non Respondents
– Offers: primary offer vs. secondary offer
27
For Future Discussion
• Investigate region specific opportunities to test
– Increase touches in Monroe County
• 60% of Medicare members choose Advantage plans
(More than double the national and state averages)
29
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Arts
at the Garden (Sonnenberg) flyers and
posters at check in and refreshment
centers.
Michael Pero
Superintendent
What would it take to change the world?
Rotary's 1.2 million members believe it starts with a
commitment to Service Above Self.
Career Shadowing
This is an opportunity to shadow a career interest for a day. It is a great
way to find out more about careers when a student has multiple interests.
Internship
The Career Internship Program (CIP) is a school-business partnership for
Juniors and Seniors in good academic standing; demonstrates motivation
and responsibility; flexible schedule based on Mentor availability;
recommended by School Counselor; and approved after CIP Department
interview. This is an accredited NYS course that requires a 40-75 hour
time commitment, Leadership Development Seminars, course work and a
final project. Students are required to have a specific career interest.
Career Exploration
Service Learning
Service Learning is a method of teaching that combines classroom
instruction with meaningful community service.
Let’s Hear From our Students
Think Most College Students Graduate in Four Years?
Alexis Hinson
Pittsford Sutherland Graduate
Cost/Time Analysis
Total
$215,500 $80,000 Savings
$135,500
6 Years 4 Years
2 Years
Geneseo/Prior Internship
Our Mentors
Career Shadowing
This is an opportunity to shadow a career interest for a day. It is a great
way to find out more about careers when a student has multiple interests.
Internship
The Career Internship Program (CIP) is a school-business partnership for
Juniors and Seniors in good academic standing; demonstrates motivation
and responsibility; flexible schedule based on Mentor availability;
recommended by School Counselor; and approved after CIP Department
interview. This is an accredited NYS course that requires a 40-75 hour
time commitment, Leadership Development Seminars, course work and a
final project. Students are required to have a specific career interest.
Let’s Hear From our Students
Alexis Hinson
Class of 2012
Scenario 1 Scenario 2
No Internship Internship
julie.wittig@pittsford.monroe.edu
267-3692
What is Service-Learning
Service Learning is a method of teaching that combines classroom
instruction with meaningful community service.
District Initiatives
Engage students in the learning by increasing rigor and authenticity
through the development and use of:
• Instructional practices that allow for students to be involved in complex and
challenging thinking.
• Curriculum and dynamic structures that require integrative thinking and a global
perspective/involvement.
• Resources supportive of strategic initiative implementation.
• Assessment of rigor, authenticity and student engagement in learning experiences
Moving on the continuum to increase rigor, authenticity and
engagement…….from Learning by Listening to Learning by Doing.
District Initiatives
Clubs
National
• Reality Check Physical Education
• Yoga/Wellness Heart
• National Honor Society Month • Fitness challenges to
support healthy heart
• Communications
• Art
Math English
• Word • Essay topic
problems • Public Speaking
Business
• Event
Development
Health & Wellness February Activities
District Activities
• Food Service will highlighted heart smart foods and provided
banner message on lunch menus
• Libraries featured books and display related to maintaining a
healthy heart
• Age appropriate heart facts were provided and incorporated
into some course work
Math word problems
English grammar practice, research, essays and public speaking
topics
Science human anatomy exercises
Physical Education games and competitions
Health topics on stress
Art projects with hearts
Music songs about the heart
District Activities
• Morning Announcements included a myth and truth
statement once a week
Elementary Schools
Some schools
participated averaging
over $50,000/year
raised to benefit the
American Heart
Association
Health & Wellness February Activities
Middle Schools
• Lunch period trivia contest with heart smart facts
High Schools
• Lunch period Trader Joe’s Heart Healthy Product
Sample Table at Mendon High School
February 2, 2018
Reduce the number of 12th graders who have drank alcohol in the past
30 days from 55% to 50%
Reduce the number of 8th graders who have ever tried alcohol from
21% to 15%.
•Parents and students are very busy and do not have the time to
attend events