Acquisition and Retention 

At Engagys, we help health plans accelerate Medicare Advantage growth and retention with evidence-based, hyper-personalized outreach strategies. From AEP/OEP best practices to behavioral-science-informed engagement, our results speak for themselves. 

Medicare Engagement Calendar: AEP/OEP Best Practices 

Before Enrollment (July–October): 

  • Promote wellness programs and plan differentiators 
  • Launch flu shot reminders 
  • Prepare members for ANOC changes 
  • Educate via Medicare Town Halls 
  • Confirm re-enrollment with current members 

During Enrollment (November–December): 

  • Acknowledge enrollment early—before effective date 
  • Assess satisfaction to identify up-sell and referral opportunities 
  • Provide ANOC summaries with clear benefit changes 
  • Redirect low-satisfaction members to live support 

After Enrollment (January–March): 

  • Make welcome calls and provide Quick Start Guides 
  • Onboard with new member town halls 
  • Identify LIS-eligible members and address Q1 utilization trends 
  • Prevent disenrollment through targeted outreach and satisfaction checks 

Medicare AEP/OEP: Insights and Best Practices 

Hear from Loralie Parrish, Director, RSMU Marketing & Communications, Blue Cross Blue Shield of Michigan during her recent interview with Kathleen Ellmore:  

Retention Through Personalized Outreach 

  • 25% fewer terminations for women with families
  • 24% fewer terminations from high-income members
  • 5% higher retention using language preference modeling 

Post-ANOC Outreach Saves 1,100+ Members 

  • Tailored messaging to members facing cost increases
  • Led to an 8% drop in terminations 

Behavioral Science Drives Results 

  • Hyper-personalization doubled condition management enrollments
  • Cultural competency recognized by NCQA for improved colorectal screenings
  • Re-engineered onboarding improved retention by 5%
  • Interactive win-back campaigns drove 75% higher reinstatement 

Hard-to-Reach Members? We’ve Got That Covered 

  • Created hesitancy-busting content
  • Enhanced data quality
  • Expanded text outreach
  • Result: Engagement increased to 83% in historically unreachable segments 

Ready to drive measurable growth in Medicare acquisition and retention? Let’s talk about how Engagys can tailor our proven approach to meet your goals.