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
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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
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120 Newport Center Drive
Suite 244
Newport Beach, CA 92660
312-397-1111
http://www.stampcsm.com
Documents
Brochure: Stonegate - Employee Success Management
Stonegate Advisors shares information about employee success management tools programs that can impact your organizational's management and HR strategies.
Brochure: Stonegate - Real Customer Sentiment Isn't the Sum of Transactions
Stonegate shares information about accurately measuring satisfaction.
Brochure: Stonegate - Optimizing Account Management Teams
Stonegate Advisors explores how to measure success for each of your account managers and how objective performance assessments can drive success.
Brochure: Stonegate - Predicting Customer Sentiment
Stonegate Advisors shares information on predicting customer sentiment and why the NPS Score isn't adding up.
Brochure: Stonegate - Maximizing Client Relationships
Stonegate shares information to explain maximizing client relationships and why a sample size of one is all you need.
What Is STAMP
STAMP (see http://www.stampcsm.com) allows you to systematically determine how well you are delivering on what is most important to your customers, so you can create action plans for internal and external solutions.
Drivers of Channel Effectiveness
Stonegate Advisors shares a diagram depicting the key drivers for sales channel effectiveness. This slide was shared during the Effective Channel Strategies Fly-in on April 10, 2019 in Dallas.
Presentation: Stonegate HPA Broker Benchmark Report
Marc Pierce presents Alliance benchmarking results at the April 9, 2019 Effective Channel Strategies Fly-in, as well as during instant replay on May 21, 2019. This report covers the results from the 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.
Why Your NPS Score Isn't Adding Up
After creating and analyzing thousands of STAMP profiles among Stonegate's ever growing client base, we have found that NPS is NOT a good predictor of B2B customer sentiment.
Presentation: Capturing the Voice of the Broker
Marc Pierce, CEO/Founder, of Stonegate Advisors shares best practices in assessing brokers' priorities and interests measured against the health plan's performance on those factors. Stonegate offer a solution, STAMP, assisting plans in collecting and analyzing actionable information. This presentation took place on September 18, 2018 during the Leveraging Your Brokers Fly-in held in Alliance's office.