Enroll and Retain More Consumers with Enhanced Direct Enrollment (EDE)

  • August 06, 2020
  • 12:00 PM – 1:00 PM ET
  • online

EDE is a powerful technology, supported by CMS, that allows payers to directly access the backend behind, but requires both technology and organizational changes to get the most out of it. When utilized well, payers see more consumer enrollments, lower churn and longer policy lifetime, higher renewal rates, higher self-service servicing rate, less (and shorter) support calls, and real-time visibility into consumer and policy status at the Federally Facilitated Marketplace (FFM).

HealthSherpa will outline a playbook for how health insurance providers can best utilize Enhanced Direct Enrollment (EDE) this Open Enrollment, derived from our industry-leading experience.

Attendee will learn:

  • Recommendations (with supporting data) on how to use EDE for:
  • Consumer (self-service and telesales) – funnel benchmarks, ad targeting criteria to minimize cost per enrollment, lead prioritization and telesales best practices
  • External agents / brokers – agent production benchmarks, recruitment strategy
  • Support and servicing – effectuation and followup resolution rates, increasing self-service to reduce support costs, extending EDE servicing to your entire population
  • Renewals – streamlining the renewal process, turning off emails to your members, making the most of window shopping
  • Analytics and data integrations – how to utilize data available via EDE for analytics and operations workflows


Ning Liang
Co-Founder and CEO

Ning Liang is the Co-founder and CEO of HealthSherpa, a mission-driven company focused on helping people get high quality, affordable health coverage. He is a software engineer with quantitative background and experience in multi-tier applications, distributed systems, rich user interfaces, recommendation systems and statistical analysis, and holds a Master of Science degree in Physics from Yale University.

Scott Sherratt
VP Sales & Distribution

Scott Sherratt is the Vice President of Sales & Distribution at HealthSherpa. He has extensive experience in developing core business infrastructure, leading high performing sales teams, management, and mentoring. Prior to joining HealthSherpa Scott was the Associate Vice President, Marketplace & Medicare Distribution, at Molina Healthcare. He holds a Bachelor of Business Administration degree with a focus on Finance.