Pick It Up! How the Phone Can Easily Increase Your Enrollment Success

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© 2016 Enroll America | StateOfEnrollment.org

05.13.2016

Pick It Up! How The Phone Can Easily Increase Your Enrollment Success

© 2016 Enroll America | StateOfEnrollment.org

-Introduce our panel and topic

-Hear from our panelists

-Takeaways and Common Themes

-Question and Answer Session

-Conclusion and Closing

Agenda

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-Garry Paul Bonesteel is a Navigator with the Palmetto Project in South Carolina.

-Cristian Ariza is the Philadelphia Site Supervisor for the Cognosante Enrollment Assistance Project in Pennsylvania.

-Carrie Berlin is the Outreach and Enrollment Manager for the YWCA of Greater Pittsburgh, a Navigator grantee in Pennsylvania.

Our panel

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Why Followup Matters For Your Program

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BUILDING AN OUTREACH AND FOLLOWUP PROGRAM FROM THE GROUND UP

Carrie Berlin, Outreach and Enrollment Manager, YWCA of Greater Pittsburgh

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Step 1: Build a strong team.

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Step 2: Make a plan. Set goals as a team.

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Step 3: Personalize outreach.

Example of Heat Map:

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Step 3: Personalize outreach.• Event specific materials• Language specific materials• Consistent staff contact

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Appointment Cards

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Step 4: Continuous follow up• Personalized phone calls• Education during appointments

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Step 4: Continuous follow up• 6 month postcards• 1 year – renewal reminder

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WORKING WITH PARTNERS ON OUTREACH AND FOLLOW-UP

Cristian Ariza, Cognosante EAP Philadelphia

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• Community Partnerships to Conduct Outreach

• Cognosante’s Enrollment Assistance Program – Philadelphia

Dial it Up!

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Limited Investment during OE2

• Worked with EA to Conduct Outreach on Contact Card Program

• Promising Results

Dial it Up!

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Strengthened Calling Process for OE3

Developed Strategy

• Assister Training with EA

• Outreach Events Prior to Nov. 1st

• Established Contact Lists

Dial it Up!

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Focus Placed on Partnerships

• Value of community partners collecting contact cards and developing lists

• Free Library of Philadelphia

• Targeted approach:• Focused on high-need areas• Promotion of specific enrollment

locations and events

Dial it Up!

© 2016 Enroll America | StateOfEnrollment.org 19

Calling Program Became Essential

Increased attendance and enrollment at key locations and events

• Facilitated enrollment process for both assisters and consumers• Led to more consumers finding coverage

Dial it Up!

© 2016 Enroll America | StateOfEnrollment.org

NAVIGATOR FOLLOW UP: TIPS FOR DEVELOPING AFFECTIVE CONSUMER FOLLOW UP WHEN WORKING IN THE FIELD

Garry Bonesteel, The Palmetto Project

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Working outside the Office

Hello, my name Is Garry and my office is my couch.

© 2016 Enroll America | StateOfEnrollment.org

Working outside the Office

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Working outside the Office

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What effective follow up look like and the Impact it can have on.

Effective Follow Up: Post Open Enrollment

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Effective Follow Up: Open Enrollment

Open enrollment is our busy season, so can we still effectively follow up with consumers?

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Effective Follow Up: Non-enrolled Consumers

What does follow up look like with people who are below 100% FPL or do not qualify for a Special

Enrollment Period?

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• Know yourself and the resources available to you • Find a work space and work flow that works best for you • Building relationships with consumers and community

partners is key to your success • Returns calls and emails within 48hrs• Get the contact information because everyone is worth

following up with

Summery

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TAKEAWAYSANDCOMMON THEMES

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What do you think the common themes are here?

What have each of these programs done to successfully reach consumers?

Takeaways and Common Themes

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What have been some of the challenges they’ve had in building these programs?

What are some of your takeaways, and your questions?

Takeaways and Common Themes

© 2016 Enroll America | StateOfEnrollment.org

• Collecting consumer contact information• -Building a list!

• Involving staff in the planning process• Engaging in an aggressive followup program after first

interaction to get consumer in the door for an enrollment appointment

Takeaways and Common Themes

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QUESTIONSANDANSWERS

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PUTTINGITTOGETHER

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THANK YOU!

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