1. 5 Strategies to Win Business and Stay Competitive
Bob Carlson, Healthx
Jeff Walter, Professional Benefit Administrators

2. Panelists Bob Carlson Strategic Account Executive Jeff Walter
Executive VP of Operations

3. Healthx Operates a Secure, Private Cloud-Based SaaS Platform for Digital Engagement
We work with TPAs to reduce their investment and risk in healthcare IT.
healthcare payers
165
U.S. states 40
to launch SaaS to the health insurance market
1st
U.S. population use the Healthx cloud, including 600,000 healthcare providers
15%

4. Family-owned TPA established in 1985
managed healthcare payers
103
covered employee lives
36k
implemented Healthx
2006

5. Market Opportunities
Building a Trusted Brand – trust between employers and employees.
Enabling Member Engagement – healthcare consumerism is prevalent and payers should find ways to support it.

6. Strategic Advantages
Configuring solutions tailored to your client’s brand build trust
Integrating third-party vendors that yields a seamless experience
Enabling effective responses to a wide range of member inquiries drives satisfaction
Delivering communications electronically to cut costs
Sharing insights into member engagement that demonstrate value

7. Building a Trusted Brand
Consumer research shows there is a lack of trust with consumers and their insurance companies.
But there is often trust between
Employers and Employees.
What are you doing to help build this trust?

8. Configuring solutions tailored to your client’s brand builds trust
Strategic Advantage #1
Configuring solutions tailored to your client’s brand builds trust
TPAs can win business by leveraging design and delivery of…
Employer’s branding guidelines
Unique member navigation
Relevant content requirements

9. Configuring solutions tailored to your client’s brand builds trust
Strategic Advantage #1
Configuring solutions tailored to your client’s brand builds trust
Service = Relationships, #1. This is our brand.
Define Functions: What do you want them to do when they access the online member experience?
Define Outcomes: Get the info they need and avoid creating a call.

10. Configuring solutions tailored to your client’s brand builds trust
Strategic Advantage #1
Configuring solutions tailored to your client’s brand builds trust

11. Configuring solutions tailored to your client’s brand builds trust
Strategic Advantage #1
Configuring solutions tailored to your client’s brand builds trust
Branded Mobile App
Make sure they understand the value and how to use it
Make it easy to access
Promote functionality
Continually manage and monitor progress and traction

12. Integrating third-party vendors yields a seamless experience
Strategic Advantage #2
Integrating third-party vendors yields a seamless experience
Customize benefit offerings for your clients and include multiple vendors and service offerings for each client in a unified experience.
Leverage High Touch Engagement Points:
PBM
PPO
Telemedicine

13. Integrating third-party vendors yields a seamless experience
Strategic Advantage #2
Integrating third-party vendors yields a seamless experience
PBA’s Evolution 1
One of the highest touch engagement points. People care when it’s their $$.
See this growth with the additional offering of HSA accounts this year.
PBM
Tends to be the front-end of the customer service experience.
Make all of the PBM specific info available to our members.
PPO
Difficult to keep up with who is participating in each provider network.
Provider finder would help.
Others
Needs grow with more product offerings, such as Telemedicine and concierge services.

14. Integrating third-party vendors yields a seamless experience
Strategic Advantage #2
Integrating third-party vendors yields a seamless experience

15. Enabling Member Engagement
Integrating third-party vendors yields a seamless experience
Healthcare consumerism demands that payers deliver Personalized Digital Experiences that enable members to make better healthcare and financial decisions.
How would your clients and members rate you in helping them?
Not Interested
Interested
Engaged

16. Strategic Advantage #3
Enabling effective responses to a wide range of member inquiries drives satisfaction
Design the member portal to route certain inquiries to the right department or external vendor.
Strengthen the bond between employer and employee while ensuring top-notch customer service and greater efficiency.

17. Strategic Advantage #3
Enabling effective responses to a wide range of member inquiries drives satisfaction

18. Delivering communications electronically to cut costs
Strategic Advantage #4
Delivering communications electronically to cut costs

19. Delivering communications electronically to cut costs
Strategic Advantage #4
Delivering communications electronically to cut costs

20. Strategic Advantage #5
Sharing insights into member engagement that demonstrate value
Provide actionable information about a range of member activities.
Reports
Notifications

21. Sharing insights into member engagement that demonstrate value
Strategic Advantage #5
Sharing insights into member engagement that demonstrate value

22. Contact Us Bob Carlson Strategic Account Executive Jeff Walter
Executive VP of Operations