Stonegate Advisors, LLC
Member Level: VendorVendor Overview
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.
Visit http://www.stampcsm.com
--------------------------------
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: Automation, Workflow and IT Services
Secondary Service: Administrative Systems
Alliance members, log in to view this company's complete profile.
120 Newport Center Drive
Suite 244
Newport Beach, CA 92660
312-397-1111
http://www.stampcsm.com
Documents
Presentation: STAMP: A Collaborative Strategy for Understanding What is Most Important to Your Employers, Members & Brokers
Stonegate describes the benefits of, and process for, a member collaboration opportunity with their STAMP program.
Video: Employee Success Management
Stonegate Advisors explains implications of, and solutions for, employee turnover.
Video: Optimizing Account Management Teams: How Objective Performance Assessments Can Drive Success
How do you measure success for each of your account managers? If you’re like most companies, you likely rely heavily on account retention statistics, supervisor feedback, or simply a lack of customer complaints. While these measures provide some level of insight, they are often subjective and based on the dangerous assumption that clients who aren’t complaining are fully satisfied.
Video: Maximizing Client Relationship: Why A Sample of ONE is All You Need
Market research trends have shifted with the development of advanced technologies, and the power of data analysis is driving a new level of customer service. You no-longer need large data pools to get transformational insights from digital tools. Deep dives into customer sentiment and behavior have become easier and more cost-effective, giving you access to powerful information on your sample size of one. By understanding the needs, perceptions, and satisfaction levels of your biggest customer(s), you can turn their loyalty into your profits.
Video: NPS is NOT A Good Predictor of B2B Customer Sentiment
Are you seeing a gap between your Net Promoter Score (NPS) and your actual business performance? Do you believe you understand your business customers’ or consumers’ feelings toward your company, but still see high churn rates? You’re not alone. Increasingly, organizations are discovering that their NPS indices are not reliable indicators of whether their customers will actually renew their contracts.
Video: Best Practices Using STAMP
Watch this video and learn how STAMP (https://www.stampcsm.com) empowers organizations to systematically analyze what’s most important to their customers, measure performance in key categories, and implement remediation and retention plans – down to the individual client level.
Video: STAMP Customer Success Management – 3 Views of Data
Watch this 30-second video on how STAMP (https://www.stampcsm.com) provides 3 views of your customer data.
Recording: Assessing Your Broker Strategy - Alliance Benchmarking Results
2019 Alliance Broker STAMP Benchmarking project conducted in collaboration with Stonegate Advisors using their measurement tool and analytics. The benchmarking project includes data from 14 Alliance members.
Video: How STAMP Visualizes Data in Real Time
STAMP (see https://www.stampcsm.com) visualizes data in real time, starting with a summary dashboard across your customer base, while enabling drill down to each and every client. STAMP also provides comparative analytics by contact, company, and account manager to see who is the top and bottom performing.
Video: STAMP Customer Success Management – How STAMP Works
STAMP is your customer retention engine. View real-time external facing dashboards on every client account visualizing how well you are delivering on the needs of each client. View account manager dashboards, enabling you to see how well each account manager is performing across their book of business.