Circle Engage

Vendor Overview

Description of Services: Our mission is to help drive more intelligent growth and lasting member relationships. We support growth and retention from lead generations, eligibility and decision support, sales portals, agent portals, onboarding, engagement, and year-over-year renewal. We optimize the growth and retention funnel. We specialize in complex areas of sales including Medicaid/LIS eligibility and coordination with providers to align members to C-SNP plans.

Circle Engage provides an all-in-one solution to drive consumer and stakeholder engagement with the following offerings:

Circle Compare - Sales, agent portal, eligibility (LIS, subsidies, & Medicaid), compliance, call center, value-based care provider attribution, and lead management platform for all lines of business.
Circle Activate - Improve communication, qualify leads, and direct members with marketing, surveys, appointment setting, recommendations, and a referral network.
Circle Commerce - Workflow automation for commissions, policy reconciliation, data transformation, profitability, & broker retention.
The InnerCircle - Data and analytics on lead performance, broker performance, campaign performance, market analytics, and growth opportunities.

We address:
Growth & Enrollment Challenges
Eligibility & demographics (including Medicaid, LIS, & subsidies)
Operational & Administrative Barriers
Broker & Provider Management
Data & Performance Measurement
Strategic & Leadership Pressures
Acquisition costs
Quality control

Differentiators:
Broad Expertise Across All Business Lines: Supporting Group Medicare, Military Medicare, SNP, Medicare Advantage, PDP, DVH, Marketplace, Off-Marketplace, and Medicaid.
Exceptional Customer Support: We are not a technology company; we are your partner in achieving your goals.
Flexible Technology: A comprehensive system with modular options—assess your challenges, apply tailored tools, and pay for only what you need.
Cost-Effective Pricing: Competitive enterprise or performance-based models designed to deliver value.
Unmatched Security and Compliance Standards: Adhering to the highest standards, including NIST, HITRUST, and SOC-2 Type 2 certifications.
Reduced Member/Patient Acquisition Costs: Helping you achieve measurable cost efficiencies.
Seamless Technology Integration: Easily integrating with both legacy systems and innovative technology vendors.
Effortless Onboarding: Quick, smooth implementation to maximize operational readiness.
Highly Configurable Solutions: Tailored to meet your specific organizational needs.
All-in-One System Capabilities: Manage every aspect of sales, marketing, communication, and data analytics within a single, unified platform
Coordination with partners: Network of brokerages and FMOs qualified to work with our programs.

Primary Service: Automation, Workflow and IT Services
Secondary Service: Marketing/Member Materials

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60 Chelsea Piers
Suite 6020
New York, NY 10011
7186831529
https://www.circleengage.ai

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