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© 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Good morning! There should be two notecards on your chair. 1. On one, please write one “tried and true” tip that has helped you or your organization be more effective (at consumer assistance). 2. On the other, please write one challenge you face that you hope to learn new ways to address today. We’ll collect these soon, and use as part of today’s discussion. Thanks! Before We Get Started…
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Page 1: Habits of Highly Effective Assisters

© 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org

Good morning!

There should be two notecards on your chair.

1.  On one, please write one “tried and true” tip that has helped you or your organization be more effective (at consumer assistance).

2.  On the other, please write one challenge you face that you hope to learn new ways to address today.

We’ll collect these soon, and use as part of today’s discussion. Thanks!

Before We Get Started…

Page 2: Habits of Highly Effective Assisters

© 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org

© 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org

06.12.15

Habits of Highly Effective Assisters June 12, 2015, 10:15 – 11:45

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© 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org

With In-Person Help Online Without In-Person Help

51%

32%

By the Numbers…

Enrollment Rates Among Consumers Who Started With In-Person Help vs. Online, November – December 2014

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© 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org

1.  Leave the room with at least one new tip, idea, or strategy to try when you get home.

2.  Meet at least one new person who can help you as you do this.

TIP: Share not only what but how. Be descriptive!

Goals for today

Page 5: Habits of Highly Effective Assisters

© 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org

I.  Brief introductions and opening remarks from panelists (35 minutes)

II.  Break into groups (30 minutes) •  We’ll use your notecards to shape the breakout

group topics!

III.  Reconvene and Share (20 minutes)

How We’ll Spend the Next 90 Minutes

Page 6: Habits of Highly Effective Assisters

© 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org 6

Some Perspective…

October 6, 2013

Page 7: Habits of Highly Effective Assisters

© 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org 7

Some Perspective…

October 6, 2013 June 9, 2015

June 9, 2015

Page 8: Habits of Highly Effective Assisters

© 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org

I.  Brief introductions and opening remarks from panelists (35 minutes)

II.  Break into groups (30 minutes) •  We’ll use your notecards to shape the breakout

group topics!

III.  Reconvene and Share (20 minutes)

How We’ll Spend the Next 90 Minutes

Page 9: Habits of Highly Effective Assisters

© 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org 9 9

Workshop Speakers

Elizabeth Colvin Insure Central Texas/Foundation Communities

Ayaz Ahmed Community Health Advocates (New York)

Jennifer Sullivan (moderator) Enroll America

Jennifer Simmons Legal Aid of North Carolina

Mirna Ramirez-Castro Servicios de La Raza (Colorado)

Linda Lott Jessie Trice Community Health Center, Inc. (Florida)

Page 10: Habits of Highly Effective Assisters

© 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org 10

Connect Consumers with In-Person Assistance

Page 11: Habits of Highly Effective Assisters

© 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org 11

Manage Assisters’ Schedules

Page 12: Habits of Highly Effective Assisters

© 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org 12

Keep Track of Consumer Data & Follow-Ups

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© 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org 13

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© 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org 14

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v  2014 ACA o  Educated/Assist: 17,446 o  Enrolled: 9,486

v  2015 ACA o  Educated/Assist: 7,949 o  Enrolled: 3,445

v  Total ACA Education/Enrollment to date: o  Educated/Assist: 25,395 o  Enrolled year-to-date: 12,931

JTCHC ACA Data Enrollment/Education Snapshot

Page 18: Habits of Highly Effective Assisters

© 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org

I.  Brief introductions and opening remarks from panelists (35 minutes)

II.  Break into groups (30 minutes) •  We’ll use your notecards to shape the breakout

group topics!

III.  Reconvene and Share (20 minutes)

How We’ll Spend the Next 90 Minutes

Page 19: Habits of Highly Effective Assisters

© 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org

1.  Introductions (name, role, organization, state)

2.  Describe the nature of the challenge.

3.  What things have people tried in order to solve the problem (or work around it)?

4.  What needs to happen for progress to be made on this issue for OE3?

5.  Are there tools or resources that would make it easier?

Discussion

Page 20: Habits of Highly Effective Assisters

© 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org

I.  Brief introductions and opening remarks from panelists (35 minutes)

II.  Break into groups (30 minutes) •  We’ll use your notecards to shape the breakout

group topics!

III.  Reconvene and Share (20 minutes)

How We’ll Spend the Next 90 Minutes

Page 21: Habits of Highly Effective Assisters

© 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org

1.  Leave the room with at least one new tip, idea, or strategy to try when you get home.

2.  Meet at least one new person who can help you as you do this.

TIP: Share not only what but how. Be descriptive!

Goals for today

Page 22: Habits of Highly Effective Assisters

© 2015 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org 22

New training resources

•  Highly customized, action-oriented •  New suite of training services

•  Goal-setting •  Planning •  Coaching •  In-person training

FOR MORE INFO –

[email protected]