Stonegate Advisors, LLC
Newport Beach, CA 92660
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Member Level: Silver
Description of Services: Stonegate Advisors, LLC (dba Stonegate); Acquire | Retain | Grow
Stonegate, as part of the Health Plan Alliance GPO, is excited to bring to you STAMP, a Customer Success SaaS platform that assesses constituent (i.e. employer or broker/consultant) sentiment, reduces churn and significantly improves your ability to retain accounts, increases recurring revenue, and maximizes customer lifetime value.
STAMP helps you systematically determine what is most important to each customer, see how well you are delivering against their needs, and determine the actions you need to take to improve satisfaction. STAMP also sends alerts when you are underperforming, tracks trends over time, and benchmarks yourself against your peers and competitors.
STAMP creates a dashboard on every client or broker/consultant account visualizing how well you are delivering on their needs; STAMP also provides an account manager dashboard, enabling you to see how well each account manager is performing across their book of business.
Stonegate also provides other SaaS solutions focused on the individual < 65 and Medicare Markets, including:
MySubCalc - visit http://www.stonegateadvisors.com/mysubcalc
A turnkey lead generator / subsidy estimator solution that drives new leads to a health plan on-exchange (and off-exchange) offerings as well as informs current and prospective members on their subsidy and plan options.
MedicareNav - visit http://www.stonegateadvisors.com/medinav
An online solution to help Medicare consumers learn more about their eligibility and plan options. Determines eligibility for Medicare (including Duals and PACE), educates user on types of Medicare, and identifies the optimal plan option based on expected usage and prescription needs.
Primary Service: Technology solutions
Secondary Service: Business services
- Enabling customer success with Stonegate's STAMP solution
- There is a rapidly growing function in many organizations known as Customer Success Management.
- Health Plan Alliance adds three new companies to its Group Purchasing Organization (GPO)
- Simplify Healthcare, Stonegate Advisors and The Phia Group join the list of now 19 companies offering discounts, savings and value-added services through the Alliance GPO.