Shop Your Plan
Launched June 2023
15,000+ users
Designed for Relay
UX / UI
Front-End
01
Seniority Benefit Group assists seniors in enrolling for Medicare coverage
Our client spearheaded the effort to build, adopt, and commercialize Shop Your Plan as a central part of their services.
02
The Challenge
Reduce customer acquisition costs by increasing sales efficiency. The top of the funnel was constrained by synchronous conversations.
The manual entry process slowed sales velocity and required expensive synchronous effort by medicare advisors, limiting volume.
03
The Solution
A digital onboarding product that automates and offloads much of the qualification process for Medicare enrollment.
The product generates documentation for review, enabling medicare advisors to create a recommendation with five minutes of client effort.
Streamlining Enrollment
One of the biggest issues with the existing process was the large amount of data advisors needed to manually collect from clients.
We took inspiration from other products that required a large amount of data entry and created an experience for users that would take them step-by-step through the enrollment process.
This increased sales velocity by allowing asynchronous effort for Medicare Advisors and providing them with a backlog of clients to meet with.
Impact
Streamlined Medicare enrollment / Transition from B2C to B2B
Shop Your Plan was initially rolled out to Seniority Benefit Group’s network of corporate clients, and generated as many leads in the first three weeks as had been generated the entire prior year — and a generalized 4x growth in leads from these clients.
In addition, the Shop Your Plan product streamlined qualification, reduced synchronous interactions, and generated pre-qualified data for enhanced decision-making, creating productivity gains in Medicare advisors. Shop Your Plan made an impression across the market at launch, generating demand for a purchasable product usable to other Medicare enrollment firms.
This led to the creation of RetireFlo, a B2B product based on the framework of Shop Your Plan.
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