Are You Ready to Enhance Your OEP Campaigns for Under-65 Consumers?
At RPM, we are dedicated to empowering health insurance advertisers with the tools and strategies they need to thrive during the Open Enrollment Period (OEP). Our expertise in generating reliable inquiries and call volumes enables qualified consumers to efficiently price shop on our digital health marketplaces. If you’re looking to optimize your OEP campaigns, reach out to us today to discover how we can drive superior business results for your organization.
The OEP is a pivotal time for health insurance advertisers aiming to attract, engage, and enroll new policyholders, particularly among under-65 health insurance shoppers. Proper preparation is essential and should encompass a variety of internal checks, compelling creative assets, and targeted marketing strategies. By implementing effective best practices, insurance advertisers can deliver the right messages to the right audiences, prompting immediate actions. Here are three key strategies to set your OEP campaigns up for success.
1) Establish a Robust Infrastructure Before Launching Your OEP Campaign
Success during the OEP season hinges on several critical factors:
Operational Readiness
To ensure a seamless launch, operational readiness is paramount. This includes:
  • Dialer Functionality: Confirm that your dialers are fully operational and that they have been tested thoroughly to handle peak call volumes during the OEP.
  • CRM System Maintenance: An up-to-date Customer Relationship Management (CRM) system is crucial for tracking leads and managing customer interactions effectively. Ensure that all contact information, notes, and follow-up tasks are accurate.
  • Agent Training: Invest in comprehensive training for your agents to ensure they understand the nuances of health insurance products and are well-prepared to handle inquiries. Agents should be proficient in entering information correctly into the CRM and handling customer concerns with empathy and professionalism.
Call Management
Your ability to manage incoming calls efficiently can significantly impact your conversion rates. Here are some key points to consider:
  • Volume Capacity: Assess whether your call center, or a third-party call center, can handle the expected lead volume. Prepare for peak times during the OEP by having sufficient staffing in place.
  • Speed to Lead: Research shows that leads are more likely to convert when they are contacted quickly. Implement systems to ensure that leads are assigned to agents without delay.
  • Smart Call Management: Utilize call routing systems to direct calls to the appropriate agents based on their expertise. This not only improves the customer experience but also enhances the likelihood of conversion.
Compliance Assurance
Compliance is a non-negotiable aspect of healthcare marketing. Here are steps to ensure you are compliant:
  • Regulatory Understanding: Make sure your marketing strategies adhere to all relevant regulations set forth by entities like the Centers for Medicare and Medicaid Services (CMS). Familiarize your team with these regulations to avoid pitfalls.
  • Partnering with Compliance Experts: Collaborate with compliance-focused organizations that can provide guidance on the latest regulatory changes and help you navigate the complexities of healthcare marketing.
  • Internal Audits: Conduct regular audits of your marketing materials and processes to ensure compliance is maintained. This can prevent costly mistakes and safeguard your organization’s reputation.
Effective Tracking Mechanisms
Proper tracking is vital for evaluating the success of your OEP campaigns. Implement the following:
  • Define KPIs: Clearly outline your Key Performance Indicators (KPIs) before launching your campaign. These might include metrics such as conversion rates, cost per acquisition, and overall lead volume.
  • Use Advanced Tracking Tools: Leverage advanced analytics tools to monitor performance in real-time. This allows for quick adjustments based on what is working and what isn’t.
  • Feedback Loops: Establish feedback mechanisms that allow agents to provide insights on lead quality and customer interactions. This information can be invaluable for refining your marketing strategies.
2) Optimize Your Creative Assets for OEP Success
Creative assets play a pivotal role in attracting and converting leads during the OEP. Here’s how to ensure your creative strategies are effective:
Compliance in Creative Development
Compliance must be a cornerstone of your creative strategy from the beginning. This includes:
  • Early Engagement with Compliance Teams: Involve your compliance team in the creative development process to ensure all messaging aligns with regulatory guidelines. Early input can save time and prevent rework later.
  • Reviewing Creative Assets: Ensure that all creative assets undergo a thorough review process before launch. This may involve multiple rounds of revisions to fine-tune messaging and visuals.
  • Approval from Regulatory Bodies: Be prepared for potential delays caused by the need for approval from regulatory bodies like CMS. Plan your timelines accordingly to avoid last-minute rushes.
Creating Compelling and Compliant Creative
Incorporate elements that resonate with your target audience:
  • Clear Messaging: Craft messages that clearly communicate the benefits of your health insurance products. Highlight features that are particularly appealing to under-65 consumers, such as affordability, coverage options, and access to quality care.
  • Visual Appeal: Invest in high-quality visuals and engaging designs that draw attention and evoke emotion. Use images that reflect diversity and inclusivity to resonate with a broader audience.
  • Storytelling: Utilize storytelling techniques to connect with potential customers on an emotional level. Share testimonials or case studies that illustrate how your health insurance has positively impacted individuals or families.
Competitive Analysis of Creative Strategies
Analyzing competitor strategies can provide valuable insights:
  • Market Research: Conduct market research to identify what creative assets competitors are deploying during the OEP. Look for patterns in messaging, visuals, and channels used.
  • Multichannel Outreach: Explore various outreach channels such as social media, email, and traditional advertising. A multichannel approach allows you to engage with potential customers in diverse ways.
  • Innovative Formats: Experiment with innovative formats like interactive ads or video content that can engage users more effectively. Consider platforms like TikTok or Instagram for targeting younger audiences.
3) Personalize Your Sales Approach and Diversify Your Outreach Channels
In today’s rapidly evolving landscape, personalization is crucial for engaging under-65 health insurance shoppers. Here are strategies to enhance your personalization efforts:
Understanding Consumer Needs
To effectively connect with your audience, invest time in understanding their unique needs:
  • Market Segmentation: Utilize data analytics to segment your audience based on demographics, healthcare needs, and purchasing behaviors. This allows for more targeted messaging and offers.
  • Listening to Customers: Engage with your customers to understand their challenges and expectations. Use surveys, feedback forms, and social listening to gather insights.
  • Adapting to Change: The healthcare landscape is continually changing, and consumer needs evolve accordingly. Stay agile and be ready to adapt your messaging and offerings to meet new demands.
Personalized Marketing Strategies
Implement personalized marketing strategies that resonate with your target audience:
  • Tailored Messaging: Craft messages that speak directly to the needs and interests of different segments of your audience. This could include specific coverage options or wellness programs that appeal to particular age groups or health conditions.
  • Dynamic Content: Utilize dynamic content in your email marketing campaigns that adjusts based on user behavior and preferences. This can significantly increase engagement rates.
  • Customer Journey Mapping: Map out the customer journey to understand how different segments interact with your brand. Tailor your messaging at each touchpoint to create a cohesive and personalized experience.
Choosing the Right Channels
Selecting the appropriate channels for outreach is critical for maximizing engagement:
  • Channel-Specific Strategies: Develop strategies that are tailored to the unique characteristics of each channel. For example, visual content may perform better on Instagram, while informative articles may be more effective in email newsletters.
  • Utilizing Social Media: Platforms like Facebook, Instagram, and TikTok are invaluable for reaching younger audiences. Use these platforms to create engaging content that encourages shares and interactions.
  • Email Campaigns: Email marketing remains one of the most effective channels for engaging high-intent consumers. Segment your email list and personalize your content to drive higher open and click-through rates.
Partnering with RPM for Comprehensive Support
Choosing the right partner can greatly enhance your campaign effectiveness. At RPM, we provide:
  • Access to High-Intent Prospects: Our extensive network connects you with high-intent consumers actively seeking health insurance solutions.
  • Innovative Creative Opportunities: Collaborate with our team to develop unique and compelling creative assets that resonate with your target audience.
  • Expert Guidance: Benefit from our expertise in health insurance marketing, compliance, and lead generation strategies. We are committed to your success.
Conclusion: Ready to Optimize Your OEP Campaigns for Under-65 Consumers?
At RPM, we connect leading health insurance providers and agents with high-intent consumers. Our health insurance campaigns are designed to maximize results by aligning high-intent shoppers with the right health insurance solutions. Leveraging our expertise across multiple channels, we generate inquiries that drive results, including consumer-initiated click-to-call campaigns.
If you’re looking to enhance your OEP success and better connect with under-65 consumers, contact RPM today to learn how we can elevate your business performance.

Publishers: Maximize Your Monetization Efforts for OEP and Beyond

RPM is dedicated to the success of our publishing partners. From personalized support to strategic collaboration, we cultivate relationships that align the needs of our publishers and advertisers, ensuring mutual success. If you’re looking to become a preferred publisher with RPM, reach out today to learn more.

    About Fadi Agour, J.D.
    Fadi Agour, is the Founder & CEO of RPM and brings over a decade of expertise in business development, ad technology, and lead generation across various sectors. After launching his career in legal lead generation, Fadi transitioned into business development for the legal, mass tort, and insurance industries. His extensive experience in lead generation has allowed him to implement successful digital advertising strategies across diverse enterprises.
    In 2015, Fadi founded Real Performance Marketing, where he oversees the health insurance division, including sales, marketing, and operations. His passion for digital marketing and deep industry knowledge enable RPM to deliver effective brand strategies, implementation, and quality performance in the health insurance sector.