Plan and Benefits Data to Member-Ready Materials

12/9/2025
11:00 AM – 12:00 PM CT (60 minutes)
Zoom Meeting

Producing accurate, timely member materials across Medicare, Medicaid, and Commercial is hard. Plan and benefits data lives in multiple systems, deadlines collide, and a single typo can trigger errata, reprints, and member abrasion. The same fragmented data that complicates communications also impacts plan operations, compliance, and reporting making it even more important to establish a single, governed data foundation that can serve multiple functions across the organization. In this best-practices session, we'll show how plans centralize plan and benefits data, control collateral creation, and achieve audit-ready traceability with disciplined reviews, QA checkpoints, and fulfillment visibility.
We'll walk through an anonymized case where a leading regional plan consolidated eight vendors into a single, integrated data and document lifecycle using governed workflows and centralized benefit data to produce over 46,000 plan documents for 480+ plans with a three-person team, improving cycle time, accuracy, and compliance while strengthening data validation and cross-functional consistency.

We will:

• Map a pragmatic operating model from PBP data, collateral, print/fulfillment
• Share QA checkpoints that prevent defects and errata
• Offer a metrics framework (cycle time, first-pass yield, on-time rate, reprint rate)
• Outline governance that scales across multiple LoBs and deadlines

After this session, attendees will be able to:

1. Identify the critical handoffs from PBP/benefits data to collateral, print, and digital channels.
2. Design a governed review/approval workflow with version control, redlining, and proofs that prevent last-minute defects.
3. Operationalize audit-ready traceability (who changed what/when) to satisfy CMS/state/NCQA oversight and deadlines without slowing delivery.
4. Leverage the same governed data structures that support member materials to enhance plan-wide data validation, consistency, and reuse across departments.
5. Scale the model across LoBs and peak production windows (ANOC/EOC/SB/handbooks, updates, special mailings).

Notice to participants

This sponsored webinar provides you the opportunity to learn from this organization's subject matter experts and hear about their programs and services. Please note that this does not constitute an endorsement by the Health Plan Alliance.

Questions or feedback?

Contact Jaime González, Chief Business Development Officer, at jaime.gonzalez@healthplanalliance.org or 972-830-6355.