Client Success
Solidifying client relationships through trust, support and authenticity.
Solidifying client relationships through trust, support and authenticity.
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.
Initial and ongoing customized office trainings
Plan success analysis to identify growth opportunities
Recurring strategy meetings and webinars
Office incentive programs
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
Real-time member eligibility verification
In-office member registrations
Custom marketing material replenishment
Direct access to dedicated Client Success Advisor
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-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
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