Client Success

Solidifying client relationships through trust, support and authenticity.

Official Launch Loyalty rocket. LET'S CONNECT

Employees working together.

Partnering for the Future

We establish lasting partnerships that result in growth in all areas of your organization. With Customer Care Teams and designated Client Success Advisors, we create an intricate web of administrative support to build an extensive safety net behind the scenes. This ensures your membership is competitive and patient-focused while allowing your brand recognition to strengthen in the marketplace.

Loyal Support for Your Ongoing Success

Office Support

Initial and ongoing customized office trainings

Plan success analysis to identify growth opportunities

Recurring strategy meetings and webinars

Office incentive programs

Marketing Materials

Targeted materials for unique audiences

Printed brochures and signage shipped to office locations

Detailed review process for client-created materials

Membership ID cards printed and mailed directly to members

Office Portal

Real-time member eligibility verification

In-office member registrations

Custom marketing material replenishment

Direct access to dedicated Client Success Advisor

Analytics & Reporting

Annual review for renewal rates and market trends

On-demand demographic analysis and membership tracking

Detailed revenue reports

SEO and Google analytics for website optimization

Member Support

Member-centric call center for plan inquiries

Multilingual phone service capabilities with access to over 200 languages

Sales and retention-focused outreach team

Secure member enrollment website