Maximizing Efficiency During Open Enrollment Prep: Insights from Triptych’s Laurie Langerud

As the Open Enrollment Period approaches, the healthcare marketing landscape becomes a whirlwind of activity. To navigate this busy season, Laurie Langerud, Account Executive at Triptych, shares invaluable lessons, tips, and tricks learned from her experience assisting during Open Enrollment and AEP prep seasons.

Laurie's Expert Strategies for Navigating AEP Prep Seasons

1. Partner with Scalable Vendors

One of the key lessons Laurie emphasizes is the importance of working with vendors who can scale up their resources. The ability to handle increased demands efficiently ensures that marketing efforts remain uninterrupted, even during the busiest times.

2. Prepare Market-Ready Tools

Ensuring that agents have easy access to customizable and utilizable content is crucial. Laurie highlights the necessity of preparing tools that agents can readily access in the market. This preparation allows for seamless content customization and utilization, tailored to various target audiences.

3. Tailor Marketing and Sales Content

Customization is paramount. Having mechanisms in place to tailor marketing and sales content to different audiences ensures that messaging resonates with each specific group. This tailored approach enhances the effectiveness of marketing efforts.

4. Ensure Compliance

Compliance is a critical aspect of marketing in regulated industries. Laurie stresses the importance of ensuring that agents only have access to compliant content. This not only protects the organization but also maintains the integrity of the marketing materials.

5. Advance Preparation Beyond Triptych

Laurie points out that preparation goes beyond just informative or educational content. Other marketing content, such as direct mail for setting up meetings during the enrollment period, should be prepared well in advance. 

Triptych: A Game-Changer During Peak Season

Enter Triptych, the game-changer in this hectic landscape. On the busiest day of our customer's peak season in 2023, the Triptych platform stood as a beacon of efficiency amidst the chaos. Every 40 seconds, intelligence-driven customized sales content seamlessly rolled out, ensuring that each interaction was finely tuned to meet the client's needs. Field agents, the backbone of any sales force, accessed the platform with remarkable frequency, logging in every 18 seconds to arm themselves with the tools they needed for success.

During a critical 15-day span, Triptych served over 18,000 individuals, offering invaluable support and resources during this pivotal time. Among these users, more than 400 different intelligent, customizable content items were utilized, highlighting the depth and versatility of our platform's offerings.

Unparalleled Efficiency

What truly distinguishes Triptych is not just the volume of interactions but the unparalleled efficiency with which they are executed. Despite the rapid pace, the average time spent on our platform's most popular intelligence-driven products was a mere 3 minutes. In an industry where every minute counts, this level of efficiency is unmatched.

Going Above & Beyond

Triptych’s tools can also aid in those additional preparation efforts like direct mail, meeting scheduling, and more to ensure maximum readiness to hit the ground running when the season begins.

A Real-World Example

Faced with the daunting task of crafting tailored marketing materials for healthcare packages, agents across the nation turn to Triptych during the more important season in their healthcare selling careers. What would typically be a time-consuming endeavor is transformed into a seamless process. Within minutes, agents access, customize, and order compliant, personalized content, ready for deployment with confidence.

Looking for more real-word examples? Read our case study on a Fortunate 500 Healthcare Company that's been utilizing the Triptych platform for more than 14 years.