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ABOUT THIS PROJECT This book contains The Verdi Group’s audit results of Excellus BlueCross BlueShield U65 direct mail marketing programs executed in Q4 2013 and Q1 2014 to Handraisers, Turning 26/Concerned Parents, Segment 2, and Non-Converts. Each direct mail piece was thoroughly reviewed by a multidisciplinary team of direct marketers. We completed this audit before reviewing quantitative results for the campaign ending March 31, 2014. Preliminary results were shared by Excellus; however, we deliberately chose to review the materials first, without bias toward results. We would like to state for the record that the work we reviewed is already at a high level. We understand that this effort was created under extreme pressure of time and resources, and with a lot of uncertainty in the marketplace. Some of our comments are the result of 20-20 hindsight, and others are opportunities that we see for testing, but we are impressed with the work we reviewed. Supporting email communications and Univera U65 direct mail were excluded from this audit at Excellus’ request. 2