Stonegate Advisors, LLC

Member Level: Vendor

Vendor 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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company logo

120 Newport Center Drive
Suite 244
Newport Beach, CA 92660
312-397-1111
http://www.stampcsm.com

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Documents
7/17/2018

Presentation: Accelerating New Product Innovation
Stonegate shares on how to improve product testing and design by gathering ideas, assessing customer needs, and conducting concept development innovation sessions. This presentation occurred at the Product Design Fly-In in Dallas on July 17, 2018.

2/28/2018

Recording: GPO Showcase: Meet Our Newest GPO Participating Companies
Three new Alliance GPO participating companies debut their product and service offerings during this webinar. The companies are: Simplify Healthcare, Stonegate Advisors, and The Phia Group.

2/7/2018

Brochure: Stonegate STAMP Overview
Stonegate provides data solutions, licensed software products, and market intelligence to help our clients better acquire and retain their customers, fueling top line growth. STAMP - Strategic Account Management Platform. A SaaS platform that assesses B2B customer sentiment, significantly improves clients' ability to retain accounts, increases recurring revenue, and maximizes customer lifetime value.

12/29/2017

Recording: Capturing the Voice of the Broker
View the webinar recording presented by Marc Pierce, CEO of Stonegate - an Alliance vendor partner - that walks through the importance of obtaining the voice of the broker; approaches you can use; types of feedback Stonegate has obtained through their projects with health plan clients including views brokers have on the carriers as well as views employers have on their brokers.

12/12/2017

Presentation: Capturing the Voice of the Customer
View the presentation of Marc Pierce, CEO of Stonegate - an Alliance vendor partner - that walks through the importance of obtaining the voice of the broker; approaches you can use; types of feedback Stonegate has obtained through their projects with health plan clients including views brokers have on the carriers as well as views employers have on their brokers.

6/9/2017

Audio: Marketing to the Midsize Market
Mark Pierce with Stonegate Advisors discusses how plans can track the service and product offerings employers most value in purchasing self-funded products and how plans can keep engaged with their customers and measure their performance in delivering on their promises.

5/18/2017

Presentation: Marketing to the Midsize Market
Mark Pierce with Stonegate Advisors discusses how plans can track the service and product offerings employers most value in purchasing self-funded products and how plans can keep engaged with their customers and measure their performance in delivering on their promises.

7/19/2016

Presentation (Innovation Fair): Stonegate Advisors Overview
Stonegate Advisors provides market intelligence, data solutions, and other customizable software products to companies within or serving the healthcare industry. Our solutions, combined with our extensive industry experience and advisory services, help healthcare companies differentiate and grow in a post-ACA environment.

6/30/2016

Stonegate Advisors Company Brochure/Company ID 392
Stonegate Advisors Company Brochure

6/17/2015

Presentation: Stonegate Advisor Subsidy Estimator
An easy to use online tool to help users quickly determine subsidy eligibility on the Health Insurance Exchange. Provides subsidy estimate and displays plans and premiums net of subsidy by metallic tier. Option to collect user lead information for follow up and outreach.