Navigating the Medicare Maze:

How Curate Partners and CRM Tools Are Revolutionizing Healthcare

Introduction: The Continuation of a Journey

In part one of this series, “Embracing the Silver Tsunami,” we discussed the fundamental role of CRM tools in revolutionizing Healthcare Organization-Patient relationships. In this second installment, we delve into a specific case study: How Curate Partners’ “Purple Squirrel” team of consultants, from UX experts to Salesforce gurus, assisted a healthcare payer organization in transforming their Medicare business.

The Opportunity and Challenge: Medicare and Relationship Management

For healthcare payer organizations, the Medicare market represents both a significant opportunity and an intricate puzzle. Aging Baby Boomers are not just looking for healthcare plans; they are searching for trust, convenience, and personalized care. The challenge lies in managing an ever-growing portfolio of Medicare supplemental health plans while maintaining and deepening relationships with patients.

Enter the Purple Squirrel Team

Curate Partners’ specialized “Purple Squirrel” team was engaged to elevate the healthcare payer organization’s CRM capabilities. The team comprised UX designers, Salesforce experts, and project managers skilled in Agile methodologies.

Our Solution: From Plan Selection to Personalized Care

Plan Selection Wizard

We started by building a Plan Selection Wizard that utilized patients’ prior claims information to recommend the best-suited Medicare supplemental health plans. This allowed the healthcare payer to convert complex data into actionable, easily understandable insights for both staff and patients.

Patient Relationship Management

Our Salesforce experts customized the CRM to focus on Patient Relationship Management, automating critical touch points like appointment reminders and follow-ups. This resulted in an increase in patient engagement and an uptick in customer satisfaction scores.

Business Growth

We leveraged UX design and CRM analytics to create marketing campaigns aimed at selling more Medicare supplemental plans. By understanding the patient journey, we were able to create targeted messages that resonated, thereby increasing sales. (More in depth details about the CX Track in part 3 of this series).

Metrics that Matter: KPIs

  • Increased Customer Satisfaction
  • Improved Patient Engagement
  • Growth of Medicare Supplemental Plan Sales
  • Improved Employee Efficiency thanks to the streamlined CRM process
  • Reduction in Patient Grievances
healthcare metrics

Bridging the Gap

As discussed in the first part, CRM tools like Salesforce can be a guiding star for healthcare organizations navigating the complexities of the Silver Tsunami. In this second part, we’ve shown how these tools, when coupled with the right strategy and consulting expertise, can drive real results in the Medicare space. The result is a win-win situation: healthcare organizations see tremendous business growth, and aging patients receive the personalized, high-quality care they deserve.

Transforming Challenges into Opportunities

As the Silver Tsunami continues to roll in, healthcare organizations have two choices: to be overwhelmed or to ride the wave to new opportunities. With the right partnership and tools, organizations can do more than just survive; they can thrive. The journey from a challenge to an opportunity has never been more achievable.

Are you ready to revolutionize your Medicare business? Contact Curate Partners for tailored CRM solutions and consultancy services.

Delve further into part three in this series for deeper insights, Breaking New Ground in Medicare CX.

The material and information contained in this resource is for general interest purposes only and is based on our experience; it does not constitute financial, legal, or investment advice.