Scenario · Health Insurance

Benefits marketing into employer and member decisions

A health insurer had used the same content for employer purchasers and individual members. We separated the propositions, coordinated broker ownership and developed enrollment material around the approved audience and decision timetable.

Client
Leading health insurance organization
Sub-industry
Health Insurance
Engagement
Embedded
Pillars
Assembled · Growth
Window
2 periods
+50%
Signed employer plan accounts

8 → 12

+4 pp
Employer-opportunity-to-signature conversion

20% → 24%

+10 pp
Member enrollment completion

75% → 85%

2 periods
Measurement window

Comparable reporting periods

The situation

A health insurer had used the same content for employer purchasers and individual members.

The work focused on signed employer plan accounts, employer-opportunity-to-signature conversion, member enrollment completion. Employer purchasing and member enrollment were separate cohorts. Completed enrollment did not demonstrate coverage quality, clinical outcomes or claimed savings.

Which activity helped signed employer plan accounts, and what happened at the next decision?

The commercial question

What we did

Three moves, in order.

  • Sharpen

    Define the commercial outcome

    The priority was signed employer plan accounts. The team used employer-opportunity-to-signature conversion and member enrollment completion to assess the next stages, with a clear distinction between activity and accepted outcomes.

  • Author / Architect

    Build the path to the next decision

    We separated the propositions, coordinated broker ownership and developed enrollment material around the approved audience and decision timetable.

  • Generate / Gain

    Review progress against consistent measures

    The team compared signed employer plan accounts, employer-opportunity-to-signature conversion, member enrollment completion across the agreed reporting periods. Employer purchasing and member enrollment were separate cohorts. Completed enrollment did not demonstrate coverage quality, clinical outcomes or claimed savings.

What changed

Signed employer plan accounts moved from 8 to 12. Employer-opportunity-to-signature conversion moved from 20% to 24%. Member enrollment completion moved from 75% to 85%.

Employer purchasing and member enrollment were separate cohorts. Completed enrollment did not demonstrate coverage quality, clinical outcomes or claimed savings.

We calculated relative changes from the baseline and comparison values and reported conversion or retention changes in percentage points. We rounded displayed changes to one decimal place where needed. The figures did not establish that marketing caused the outcome.

Measurement window: Two comparable employer renewal-season opportunity cohorts.

Health Insurance industry photograph
Where this sat in the system
01–02

Strategic

03–04

Assembled

Core
05–06

Growth

Core

Services in this example
Positioning & Messaging Creative & Content Development Digital Experiences Go-to-market Strategy Data, Tech & Operations Account-Based Marketing Outbound Marketing

Related reading

Explore the health insurance growth system.

Next step

Same problem?

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