Excellus Excellus | Page 12

GENERAL HANDRAISER RECOMMENDATIONS Accelerate Handraiser cadence: Strike while the iron is hot. • Follow-up calls to occur earlier in the Handraiser cadence, after the first direct mail and email communications. Condense communications schedule to issue touches when the lead is hot. WATCH NOW: Jen talks about the handraiser cadence. Collect key nonmember data during first hand raise to shape future communications. • Provide opportunity for handraiser to share date of birth, family status, and primary motivation for contact. Apply this information to modify future messaging. PROPOSED HANDRAISER CADENCE SCHEDULE: HAND RAISER CADENCE SCHEDULE DAY CONTENT/   TARGET   Member  /   Non-­‐   Member:   1 7 15 21 45 60 THANK  YOU  FOR   INTEREST/  LET  US  BE   YOUR  GUIDE   FINDING  THE   RIGHT  COVERAGE   FOLLOW-­‐UP   REMINDER   READY  FOR     ENROLLMENT   URGENT   REMINDER   GET  THE  RIGHT   COVERAGE  NOW   * * Include BRC for data collection. WATCH NOW: Mary discusses adding a BRC. 12