Our client came to Merrill wanting to personalize their communications without the internal resources and time it took to manually process. They also wanted a system that could easily adapt to changing regulations. Merrill’s Professional Services group evaluated their data and helped them determine the necessary data to populate their communications – ensuring they are personalized and compliant. Our SMEs then worked with our client to create a 2013-2014 ANOC/EOC data grid using client PDFs from 2013 and 2014 PBP and SB reports. Merrill was able to create programmable templates for versioning with the 2014 final CMS model documents, data grid and 2013 ANOC/EOCs. The client was then ready to utilize Merrill’s Enrollment Complete advanced dynamic document composition to standardize and normalize their data to enhance marketing and compliance communications. It allowed for high quality proofing, change control and audit opportunities both pre-and post-print – saving both time and money over legacy processes. Our integrated composition team managed template creation for plan versions generating PBP-specific versions, driving to nine product templates to render 230 plans. Not only were they able to utilize a single workflow to personalize their ANOC/EOC communications saving time and money over legacy processes. They now had centralized data combined with proven materials management practices providing them with the ability to rapidly adhere to changing market conditions and regulations while ensuring accurate, timely and compliant enrollment communications.

With the launch of the healthcare exchanges, a current Enrollment Complete client needed to ensure their communications were Section 508 compliant. They didn’t have a way to automate the process and would have to invest significant time and resources to ensure their communications met the requirements. Through Enrollment Complete’s chain-of-custody workflow we are able to output a 508 compliant PDF via the web or distributed to those who required a 508 compliant version due to vision or other disabilities. Their communications could now meet CMS and HHS requirements for Section 508 without jeopardizing time to market or customer satisfaction due to inaccessibility. This same client also wanted to be able to provide access to their internal staff and call center to the member documents making it easy for them to assist members and provide electronic replacement copies. With Merrill’s customer document repository we provided them with a secure, centralized repository that will house their communications for 10 years for sharing, storing and monitoring to ensure that all their approved parties can access in real time. When it comes to personalized, accessible communications for your members, Enrollment Complete makes it simple. Through our single chain-of-custody workflow and 100% transparency we can help maximize your 5 Star rating opportunity while ensuring compliance and efficiency in every communication.