Presentation Transcript

1. October 2013 WebinarReady Or Not the ACA Is Here! INVESTING IN YOUR MEMBERS’ HEALTH & FINANCIAL WELL-BEING
2. Agenda Items Marketplace Updates Review of Referral Program Requirements Marketing Materials Review Health Savings Accounts Sales Incentive Review Overall Credit Union Success Success Stories Ideas On How to Impact Members Next Steps Questions/Comments CoOportunity Health | October 2013 Training | 2
3. Marketplace Updates Status of the Marketplace – Individual and Group Status of the IA and NE Off and On Marketplaces – What’s going on at CoOportunity Health Highlight the ordering of marketing supplies/materials & the impact of member awareness Marketplace CoOportunity Health | October 2013 Training | 3
4. Review of Referral Program Requirements CoOportunity Health | October 2013 Training | 4
5. Marketing Materials Review Order your marketing materials through www.iowacreditunions.com/cooprtunity and click on Order Marketing Materials If you have difficulties with the website functionality, please contact Dan Ross at dan.ross@colorfx.net. Make sure you ordered and are utilizing the following FREE items: Web Banners News Letter Articles Brochures CoOportunity Health | October 2013 Training | 5
6. Health Savings Accounts Please remember to inform us if you change your current HSA offerings CoOportunity Health | October 2013 Training | 6
7. Sales Incentive Programs for Staff Thank you for completing our survey! Your feedback ensures we’re able to offer the best possible program for your customers. CoOportunity Health | October 2013 Training | 7
8. Sales Incentive Programs for Staff Less than 30% of those completing the survey offer an incentive to their staff for referring a member to CoOportunity Health. CoOportunity Health | October 2013 Training | 8
9. Sales Incentive Programs for Staff What’s Being Offered As an Incentive? One-time $25 referral bonus. Some are paying a higher incentive if the EE fills out the online referral form. Others will be budgeting incentives for 2014. CoOportunity Health | October 2013 Training | 9
10. Sales Incentive Programs for Staff What Improvements Could Be Made? Adding a comment/memo field to the referral page. Adding a “best time to call” field as well. CoOportunity Health | October 2013 Training | 10
11. Overall Credit Union Sales Results 104 referrals received as of 10/15 34 calls 70 emails/website referrals All referrals have been contacted and requested information has been provided. Rates have been given to 25 referrals The Marketplaces… well, aren’t working. CoOportunity Health | October 2013 Training | 11
12. Overall Credit Union Sales Results Most of the online referrals have been able to give an employee name. Only 4 of the 34 call-ins were able to give an employee name. Most call-ins were from the statement stuffers. CoOportunity Health | October 2013 Training | 12
13. Success Stories/Best Practices Which credit union has sent in 25% of the referrals so far? CoOportunity Health | October 2013 Training | 13
14. Success Stories/Best Practices CoOportunity Health | October 2013 Training | 14
15. Success Stories/Best Practices So, what’s working? Referrals are well-informed and very interested to receive the information from the GBL team! CoOportunity Health | October 2013 Training | 15
16. Success Stories/Best Practices What could we improve? Expectations for response time. What the 1-888 number should be used for. Really emphasize this program is best for those that are uninsured or that have private insurance (not group health.) CoOportunity Health | October 2013 Training | 16
17. Ideas On How to Impact Members New Seminar Guidelines Group OR Individual You don’t want to combine your audiences. The presentations for these two audiences will be very different. CoOportunity Health | October 2013 Training | 17
18. Ideas On How to Impact Members New Seminar Guidelines The focus right now should be on individual seminars. With the Marketplace not working right now, those should start in November at the earliest. There are 5 GBL staff members that will be able to do these seminars. CoOportunity Health | October 2013 Training | 18
19. Ideas On How to Impact Members New Seminar Guidelines Guarantee Good Attendance Collect RSVPs and remind those that registered about the location, time, etc. Minimum of 20 employer groups OR 30 individuals. CoOportunity Health | October 2013 Training | 19
20. Ideas On How to Impact Members New Seminar Guidelines Scheduling with GBL Give GBL at least 3 weeks notice to secure a seminar date. Sheri Burke from GBL will coordinate the seminar requests: sburke@grpbenltd.com (515) 251-1582 CoOportunity Health | October 2013 Training | 20
21. Meet GBL’s Point Person Heather Haley GBL Director of Marketing hhaley@grpbenltd.com (515) 251-1597 CoOportunity Health | October 2013 Training | 21
22. Upcoming Webinars Tuesday, November 12 from 1-2 p.m. Wednesday, December 11 from 1-2 p.m. Register for all webinars on the CoOportunity microsite: www.iowacreditunions.com/cooportunity. CoOportunity Health | October 2013 Training | 22
23. Questions?