Leading Agile Marketing Teams to Optimize Health Consumer Communications

At a Glance:

  • Optimized client’s multi-channel campaign execution through Salesforce Marketing Cloud
  • Saved tens of millions of dollars in medical cost savings year-over-year through targeted behavior change techniques

Business Opportunity:

Client sought to build and scale multiple agile marketing communication teams, ensuring cross departmental collaboration including successful communication experimentation and ongoing optimization. Teams created to execute numerous test-and-learn experiments in for commercial fully-insured members to drive behavior change.

Client Type:

Large, national health plan offering health insurance and similar services such as, dental, vision, pharmacy, Medicare, and Medicaid to meet the needs of individuals, families, employers, and healthcare providers.

Engagys Solution:

Engagys deployed a full-spectrum solution including:

  • Developed agile marketing teams on behalf of the client, comprised of copywriters, graphic designers, Salesforce Marketing Cloud engineers, data scientists, and data engineers.
  • Established and developed processes, wrote marketing communications, and other tangible deliverables on behalf of the client.
  • Utilized Marketing Cloud Journey Builder to accurately visualize, build, test and manage multi-channel consumer journeys comprised of email, SMS text, print and outbound IVR.
Agile Team Collaboration


  • Upwards of $20 million in incremental bottom-line medical cost savings
  • Successful implementation of email and SMS text campaigns including:
    • Post-hospital discharge outreach to mitigate readmissions
    • Child wellness outreach to encourage needed screenings and vaccinations

Tens of millions in medical costs savings when...

behavioral economic principles were used
in a multi-channel campaign encouraging
frequent users of non-preferred labs to use
preferred labs
multi-channel outreach framed
use of home kits against getting
a colonoscopy and/or
“doing nothing”
Medicare members who had
not received their bi-annual screening
per CMS guidelines received multichannel
outreach to drive screenings

We need more people like them.

SVP, national health plan