Maximizing Open Enrollment Success: 6 Key Print Materials Every Insurer Needs

Open enrollment is a crucial time for insurance companies to attract new members and retain existing ones. In the competitive marketplace, print insurance marketing remains a tried-and-true strategy for communicating your benefits and value to potential policyholders. In this blog, we’ll explore six essential insurance print materials to maximize open enrollment success and elevate member experience.

Direct Mail Open Enrollment:

Direct mail marketing remains a powerful tool for reaching new members and reminding existing ones during open enrollment. Postcards, mailers, letters, and advertisements come in all shapes and sizes and can be used to send personalized messages, promotions, renewals, and important information about insurance plans. Direct mail allows potential policyholders the time to review and research your offerings, directly or online. With Preferred Direct’s experience and technology in direct mail services, we’ll help you create eye-catching designs with a strong call to action and targeted audience to increase your campaign ROI.

Printed Newsletters:

Creating a printed newsletter, with professional finishing such as saddle stitch binding, will certainly leave an impression. This print insurance marketing approach not only caters to a diverse demographic, including those who may prefer traditional communication methods but also makes it more likely to be noticed and retained. Including member benefit summaries, featured doctor and hospital news, and even a nutritional cooking recipe, can help create an engaging newsletter that establishes a tangible connection with your audience, encouraging policy enrollment and retention.

Third Party Billing:

Third-party billing can provide a seamless process for collecting premiums, deductibles, and communicating coverage details. These documents should be designed with the utmost clarity to ensure that policyholders can easily understand their financial responsibilities. Preferred Direct is a HIPAA-compliant and HITRUST-certified printer, excelling in high-quality third-party billing services. We take pride in making sure your customers have a smooth experience during open enrollment and billing because we know happy customers can equal lifetime policyholders.

Explanation of Benefits:

Explanation of Benefits (EOB) statements are essential for policyholders, providing a breakdown of the costs associated with their services. Just like third party billing, having a professional and concise EOB document and communication process will improve your member experience making them more likely to renew each year.

Member Handbooks:

Member handbooks are valuable tools for insurance companies seeking to provide their policyholders with comprehensive information about their coverage. These handbooks serve

as a go-to resource for policyholders, offering details on benefits, claims procedures, network providers, and other essential information. A well-structured member handbook can be a valuable asset for both policyholders and insurance companies during open enrollment, fostering trust and confidence in your services. With state-of-the-art printing and finishing technology, Preferred Direct can create a professionally printed and bound resource that strategically covers all your insurance offerings.

Document Printing:

During open enrollment, insurers have a multitude of documents to print, ranging from member forms, contracts, and more. Preferred Direct offers state-of-the-art document printing services that guarantee accuracy, consistency, and professionalism. Your insurance company can rely on us to produce high-quality insurance marketing print materials that reflect your commitment to providing excellent service.

Preferred Direct has over 35 years of experience as a second-generation family business working with insurance providers throughout the US. In our experience working with some of the largest insurance companies in the nation, to maximize success during open enrollment, it’s essential to invest in the right print materials. By incorporating third-party billing, direct mail marketing, advertising postcards, explanation of benefits, and document printing into your open enrollment strategy, you can create a comprehensive and compelling marketing campaign. These materials not only convey essential information but also reflect the professionalism and trustworthiness of your insurance company and its services.

For a successful open enrollment season, trust Preferred Direct as your full-service business communication partner. Contact us today to discuss our marketing and design services to help you goals this enrollment season.

Remaining HIPAA Compliant with Third Party Printers

Are you truly HIPAA compliant? Maybe you’ve set up certain measures of data security and protected your processes internally, but what about your third-party vendors? As a HIPAA compliant and HITRUST certified printer, Preferred Direct invests in quality equipment and proven processes to ensure printing projects for healthcare, insurance, finance and other data sensitive industries comply with HIPAA requirements. From securing sensitive digital files to choosing the right third-party vendors, we put together a quick list of ways to ensure your organization remains in compliance.

The 3 HIPPA Rules

Before getting started with HIPAA compliance, we first need to understand the three HIPAA rules which all compliance best practices build upon:

HIPAA Privacy Rule

The HIPAA Privacy Rule establishes a federal standard for safeguarding the privacy of individuals’ personal medical records and other identifiable health information.

HIPAA Security Rule

The HIPAA Security Rule establishes a federal standard for safeguarding electronically stored personal medical information of individuals to ensure the privacy, confidentiality, and security of these records are maintained.

HIPAA Breach Notification Rule

A HIPAA data breach is defined as an individuals’ protected health information (PHI) being disclosed or used without permission that compromises the security and privacy of the information in any way.

Once the breach is discovered, the organization has 60 days to notify the individuals whose information was exposed and submit a report to the Department of Health & Human Services. If the breach exposes over 500 individuals’ PHI, the organization must also notify a notable local media outlet.

Technology Security

With technology becoming more advanced, it’s important your organization takes the necessary precautions to prevent data leaks or PHI breaches. Digital ways to secure access to sensitive data is encryption, creating secure access portals, and managing user roles/admin levels. Physical ways to protect this information include computers automatically log out when not in use and personal logins for all employees. For facilities with portable devices, conducting device inventory checks frequently could prevent these devices from leaving the premises without permission.

Ensure your outsourced print & mail vendor also maintains secure access, provides secure file transfer options, and encrypts all data transferred. As a HIPAA compliant and HITRUST certified print and mail vendor, Preferred Direct offers healthcare customers individual client logins for secure FTP file transfers and encrypts all print and mail data.

Facility Security

You can’t protect devices with secure data access or PHI records, without having a secure facility around it. Ways to prohibit unauthorized access to protected health records is having alarmed security systems throughout the building, storing records and files in authorized personnel only areas, and tracking devices with ePHI access. Knowing who is coming in and out of your facility at all times makes it easy to identify a potential breach point if a data leak does occur.

Training

An often overlooked practice of securing PHIs is training staff and faculty. Having quarterly or annual HIPAA compliance training keeps experienced staff up to date and gives new hires HIPAA compliance best practices. Holding training sessions on staff security, ethics, integrity, data breaches, and more will empower employees to speak up if they see malpractice occurring and remind them of the proper protocols when handling sensitive data.

Audits & Compliance

It’s important to complete the proper audits annually. Completing risk assessments, policy reviews, contingency plans, and vendor audits will ensure your organization remains HIPAA compliant. Allowing protocols or policies to “slip through the cracks” is where HIPAA compliance is more likely to be compromised.

Also, be sure to audit your third party print vendors and other outsourced organizations. Requesting information on their security protocols, testing for vulnerabilities, and having policy conversations with your vendors will help prevent a third-party data breach.

Print Security

HIPAA compliance also applies to your outsourced commercial printer. When it comes to choosing your third-party vendors, it’s important they also take the necessary precautions when printing and distributing sensitive data. One way to remain compliant when printing protected medical records is by using HIPAA compliant print vendors with secure data transfer portals, HITRUST certified common security framework, and secure digital and inkjet VDP technology – choose Preferred Direct.

As a HIPAA compliant and HITRUST certified printer, Preferred Direct has invested in top print and fulfillment technology and follows the strictest data security standards to ensure the safety of your data. If you’re looking to get one step closer to ultimate HIPAA compliance, contact Preferred Direct for third-party medical bill printing and mailing services. See for yourself why Preferred Direct is the trusted health industry print partner – contact us to get started on your next print project today!