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.