A Perfectly Timed Medicare Retention Strategy in an Imperfect World

A Voice of the Customer Case Study

Seniority Benefit Group sent out 6,000 paper enrollment forms every year, and 2,000 hand-written forms came back. Organizing piles of paper was an overwhelming, time-consuming and costly task. 

SBG purchased ConnectureDRX's Digital Medicare technology as a sales and retention tool and quickly saw what one platform could do by replacing six different tools. Enrollments increased, new business sales went up and renewal advisors focused on renewing plans electronically without the need to hire additional staff to manage paper enrollments. Read their fascinating story of customer retention success, and learn how they and their customers easily adapted to telework in the face of a pandemic.

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