Merrill Connect for Health Insurance

Make Merrill Connect the backbone of your marketing ecosystem to deliver personalized, compliant communications with absolute accuracy while gaining a single, holistic view of all your member communications.

Merrill Connect provides a single platform to store all your marketing collateral, making it easy for your teams to effectively manage inventories, revisions and versions of existing material, prioritize needs for additional material and re-use existing marketing assets. Allow your entire organization to access brand- and compliance-approved content with easy search and filtering that matches the right content to the right audience based on suitability and business rules.

Save time

Streamline internal processes and eliminate labor-intensive processes to manually create marketing and communications for members.

Gain efficiencies

Optimize the production of materials as well as inventories, fulfillment and reordering. Merrill Connect provides controls to prevent over-ordering and storage of materials.

Robust reporting

Strengthen business intelligence with robust reporting that helps determine utilization of materials across departments, states and products.

Control versions and content reuse

Reduce costs by providing version controls to support multi-products and the ability to reuse documents for various markets.

We can help you with:

  • Plan documents
  • White papers
  • Condition care kits
  • Disease management brochures
  • Summary of benefits

Create personalized and data-driven documents with ease through an intuitive user experience. Document automation connects CMS model materials with your data and business rules to dynamically create plan-specific documents. Take your marketing to the next level by integrating data from disparate sources to create highly targeted and relevant materials.

Data-driven templates

Significantly reduce the number of templates by using customer data to drive content. Compile data from Benefit Grids, PBPs and other sources to create a data grid that can store up to 800 values.

Increased efficiency

Increase accuracy and efficiency with Merrill’s library of CMS model document structures, which quickly incorporates year-over-year plan changes using stored data values.

Control versions and content reuse

Merrill Connect provides version controls to support multi-products and the ability to reuse documents for various markets.

Easy, accurate proofing

Reduce the number of proofing cycles by highlighting plan year changes. See and spot check multiple documents at one time to ensure accuracy of data composition.

We can help you with:

Deliver personalized pre- and post-enrollment communications to create highly targeted materials. Prospects and members only receive information relevant to them—resulting in increased member satisfaction and reduced member confusion. Merrill Connect simplifies the enrollment communications process through automation—from data compilation through production and distribution while enabling rapid response to regulatory changes and growth.

Single HIPAA/PHI-compliant platform

Streamline and automate the production, fulfillment and distribution of all pre- and post-enrollment communications through a single HIPAA/PHI compliance-driven environment.

508 compliant PDF automation

Automate the creation of 508 compliant PDFs and save up to 35% compared to legacy manual processes.

Quality translations

We can translate more than 125 languages using certified quality-assurance processes.

Comprehensive reporting

Deliver accurate, detailed reporting through the production process. Track at the record, page and piece level to optimize transparency. Control costs by monitoring spend at the state, business and category level.

Secure content sharing

Store documents in a customer document repository for secure sharing, storing and monitoring in real time.

We can help you with:

Create multi-channel campaigns—from email marketing to direct mail—on a single platform. The Merrill Connect solution helps you execute member-centric communications, providing timely, personalized information to both current and prospective members. Robust reporting allows you to track in real time to maintain a full member view with cost per member.

Integrated solution

Integrated marketing campaign management delivers personalized direct mail, email, surveys and interactive documents. Optimize your contact mix across segments, channels and products.

Maximize marketing impact

Gain member insight through relevant, campaign-specific analytics and effective lead capture forms. Boost response rates and deliver a personalized experience.

Streamline efforts

From personalized, one-to-one communication to multi-step, lead-nurturing campaigns, we can help streamline direct marketing efforts and maximize campaign results with dynamic, interactive visual messaging.

Interactive communications

Transform static documents into dynamic, one-to-one communications that can be securely viewed anywhere, any time. Engage your audience with hyperlinks, video streaming and social sharing.

We can help you with:

  • Newsletters
  • Personal health assessments
  • Disease management campaigns
  • Turning 65 programs
  • Member acquisition programs

Empower your brokers and internal sales teams to access marketing content with easy search and navigation whether they’re in the office or in the field. Unlock productivity by providing content and analytics through easy-to-use tools that help them stay in touch with their current and prospective members with relevant content via email or direct mail.

Effective communication

Create, launch and manage marketing campaigns using online templates and wizards highlighting specific topics that your brokers and internal sales team can send to members once or on a regular basis.

Centralized repository

With Merrill Connect, your brokers and internal sales team will have confidence that they can always access up-to-date content all in one place.

Mobile access

Give your brokers easy access to sales and marketing content any time, anywhere, on any device so they can call up relevant content in any sales conversation.

Customized materials

Using a simple interface, your brokers and internal sales teams can prepopulate material with their name, logo and photos, and further customize for specific members and plans, based on your guidelines.

We can help you with:

  • Education materials
  • Enrollment kits
  • Event materials

Manage your most sensitive member communications leveraging our highly secure technology and processes. Our advanced data management and integrity manufacturing process allow you to create effective and compliant member communications with efficiency and peace of mind.

Mitigate risk

Streamline and automate the production, fulfillment and distribution of member communications via a single HIPAA/PHI compliance-driven environment in accordance with established regulatory SLA timelines.

Accurate, targeted communications

Advanced tracking and quality controls throughout the creation, production and distribution process ensure accuracy in all of your communications.

Quality translations

We can translate more than 125 languages using certified quality-assurance processes.

Extensive tracking

Deliver accurate, highly detailed levels of tracking throughout the entire production process. Track at the record, page and piece level, resulting in transparency of all communication components.

We can help you with:

  • Explanation of benefits (EOB)
  • Member surveys
  • Condition care kits
  • Member letters

Maximize your sales events with a single portal to manage your marketing resources. Store, organize and order materials and branded promotional items. Create campaigns and mailings to promote your event. Distribute digitally or via direct mail, and provide compliance-approved presentations that can be customized according to your parameters. Most importantly, you can track all costs and activity to get a true picture of your ROI.

Real-time personalization

Create and order personalized event content and imagery in your approved marketing collateral. Customize materials by inserting your contact and event information and uploading a map with real-time proofing.

Instant updates and alerts

Get up-to-the-minute updates from your guests’ RSVPs, form responses, event comments and email tracking. You can even set up custom email alerts for the important items.

We can help you with:

  • Branded collateral
  • Promotional items
  • Event flyers
  • Event invitations
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