Using Data to Support Partner Coordination

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

Using  Data  to  Support  Partner  Coordina3on  John  Malloy,  Na,onal  Partner  Data  Manager,  Enroll  America  Erik  Wallenius,  Deputy  Director  of  Outreach,  Get  Covered  Illinois  Andrew  Greenberg,  CO  Data  &  Training  Coordinator,  Enroll  America  

•  Understand  how  data  can  be  used  to  support  coali,ons  

•  Learn  from  case  studies  on  partner  coordina,on  using  data.  

•  Understand  tools  available  to  support  data  collabora,on  between  partner  organiza,ons  

Objec3ves  

•  Introduc,ons  •  The  What  &  Why  of  Data  •  Program  Planning  &  Management  using  Data  in  Illinois  

•  Coordina,ng  Partner  Ac,vity  Using  Data  in  Colorado  

•  Ques,ons  

Agenda    

Introduc3ons      

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So,  What  Is  Data?      

 What  Is  Data  A?er  All?  

•  1’s & 0’s? Like the Matrix?

What  Is  Data  A?er  All?  

What  Is  Data  A?er  All?  

•  1’s & 0’s? Like the Matrix?

•  Complex Regression Graphs?

What  Is  Data  A?er  All?  

What  Is  Data  A?er  All?  

•  1’s & 0’s? Like the Matrix?

•  Complex Regression Graphs? •  Really cool heat maps?

What  Is  Data  A?er  All?  

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Data  can  be  used  to  create  all  of  those  things.  

 However…  

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“Data”  is  simply  tracking  the  

conversa3ons  your  program  has  with  

its  intended  audience  

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Why  Does  Enroll  America  Care  About  

Data?  

•   Where  are  the  Uninsured?  

•  What  Strategies  will  work  when  we  try  to  engage  with  consumers?  

•  How  can  we  evaluate  our  program?  

•  How  can  we  tell  the  story  of  our  program?  

We  All  have  Big  Ques3ons  

•   Where  are  the  Uninsured?  Using  demographic  data,  we  can  find  consumers  who  are  more  likely  to  be  uninsured  

•  What  Strategies  will  work  when  we  try  to  engage  with  consumers?  

Once  we  find  them,  we  can  track  our  strategies  by  tracking  each  conversa3on  we  have.  

•  How  can  we  evaluate  our  program?  With  the  data  we  gather  on  conversa3ons,  we  can  evaluate  our  strategies  against  each  other.  

•  How  can  we  tell  the  story  of  our  program?  When  you  track  your  data  as  you  go,  you  can  provide  snapshot  reports  to  stakeholders  quickly.  

We  All  have  Big  Ques3ons  

What  makes  up  data?      

Name  &  Demographics   Contact  Information   Conversations   Questions  People  Answer  

….  And  really  anything  else  you  can  imagine  

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How  can  data  be  used  to  target  outreach?  

Let’s  look  at  what  data  we  can  track  on  consumers  

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Uninsured  Propensity  Address  

Age    DOB  

Gender  

Name  

Phone    Number   Race  

Contacts  

Insurance    Status  

Interest  in  New    

Coverage  

20  

Uninsured  Propensity  

21  21  

22  

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How  we  use  data      

Follow  Up  MaTers  

0%  

10%  

20%  

30%  

40%  

1   2   3   4+  

Percent  Successfully  Enrolled  (Among  Uninsured  Consumers)  

Number  of  Field  Conversa,ons  

20%  22%  

28%  

33%  

•  …especially among important communities!

Follow  Up  MaTers  

Using  Data  to  Support  Mass  Contact  

Bulk  Mailing   Virtual  Phone  Bank  &  

AutoDialer  

RoboCalls  &  

RoboSurveys  

Program  Coordina3on  

A   B   C  

Geographic  Coordina3on  –  “Turfing”  

A   B   C  

Communica3ons  Channel  Coordina3on  

A   B   C  

“Get Your House In Order (With Data)” Erik Wallenius Deputy Director, Outreach & Consumer Education

Our Approach:

“Work Really Hard and Hope For the Best”

Our Approach:

“Focus, Measure, and Track”

* (not an actual Navigator)

Data Can Help You Manage Turf

First Task: Outreach Regions

First Task: Outreach Regions

•  The Census •  Small Area Health Insurance Estimates (SAHIE) •  Public Use Microdata Areas (PUMAs)

First Task: Outreach Regions

•  A Brief Sidebar about PUMAs

First Task: Outreach Regions

•  Healthcare-Related Nonprofits •  Kaiser Family Foundation (KFF) •  Shriver Center •  Health & Disability Advocates (HDA)

•  Illinois Health Matters

First Task: Outreach Regions

•  Other Research and Data Entities •  State Health Access Data Assistance Center (SHADAC)

First Task: Outreach Regions

•  Tools Used •  Microsoft Excel •  Google Earth •  Two computer monitors (optional, but recommended)

Data Can Help You Understand Consumers

Second Task: Consumer Data

Primary Data Collection Tool: the Request For Information Card (RFI Card)

Second Task: Consumer Data

Get Covered Data (GCD)

Data Can Help You Manage Assisters

Third Task: Navigator Management

•  Weekly performance metrics

Third Task: Navigator Management

•  Build data into grant application process

Thank you

•  Engage local partners

•  Provide data services to empower and increase efficiency

•  Reach an ever-harder-to-reach population

Colorado  Program  Goals  

•  Existing Relationships within Vital Communities •  Intricate knowledge of opportunities & challenges

in each community •  Ability to create long-lasting institutions of

coverage outreach, education & enrollment.

Why  Work  with  Partners?  

•  Convened 13 Organizations

•  10 Enrollment Assister Organizations

•  3 Outreach-Only Organizations

•  Partner Organizations:

•  Met with Enroll America to develop Program Goals & Strategies

•  Used Get Covered Data to track their work and share data

•  Engaged in joint training & planning meetings.

OE2  Program  in  Colorado  

•  Partners wanted to be able to collaborate on phone banks and canvassing.

•  Partners wanted to identify consumers they were working with, while maintaining some data privacy between organizations.

Why  Share  Data?  

•  Each Enrollment Assister Organization had non-overlapping turf for outreach purposes •  Enroll America staff helped define these areas based on Zip Codes,

to create very specific geographic areas.

•  Partners did not call into each other’s areas

Turfing  to  Avoid  Duplica3on  

Direct Mail Campaign Funded by Piton

Foundation

Robocall Based on Mailing List

Major  Data  Coordina3on  Pieces  

•  Multiple touches increase the likelihood that a consumer will enroll in coverage

Why  Mail  &  Robocalls?  

•  Funded by the Piton Foundation

•  Post cards with health coverage information sent to 75,000 likely uninsured consumers

•  Coverage area touched several Partner Turfs

Direct  Mail  Campaign  

•  Encourage specific targeted consumers to enroll

•  Provide Baseline Contact Attempt to Narrow Outreach Efforts

•  Partners combining resources to reach the one group

Direct  Mail  Campaign  

•  Used GCD and Enroll America’s Uninsured Propensity Model to create list

•  Divided the mailing list by ZIP codes for each partner to use for follow-up outreach

•  Database structure made data sharing easy

Piton  Mailing  –  Role  of  Data  

•  15-second message

•  Built on Piton mailing list

•  Sent during hours people would be home

Robocall  -­‐  What  

•  An additional touch

•  Give consumers information on enrollment deadline

•  Provide better contact lists to Partners

Robocall  -­‐  Why  

•  Built In Robocall Tools in GCD

•  Existing Piton list already in database – easy to access

•  Database structure made data sharing easy

Robocall  –  Role  of  Data  

•  Used to share information between outreach-only groups and enrollment groups •  Consumers ID’ed as needing a referral

•  Typically a phone list within GCD

•  Could also be an Excel export

Referrals  

Piton  Mailing  List  

Robocall  List   • Robocall  list  was  built  on  Piton  list  

Partner-­‐specific  list  

• Could  be  narrowed  by  demographics  or  zip  code  

Phone  Bank  Calls  

Data  Coordina3on  Process  

•  Avoid overlapping areas of activity

•  Develop a data-sharing system that includes referrals for enrollment assistance

•  Data from large outreach efforts, like mailings and robocalls, should be shared

Recommenda3ons  

•  What We Know & How We Learned It •  Friday – 10:15AM – 11:45AM •  Mt. Vernon B (Meeting Room Level)

•  Know Your Numbers: How to Quantify Qualitative Data on Media Outreach •  Friday – 2:15PM – 3:15PM •  Mt. Vernon A (Meeting Room Level)

Other Data & Analytics Workshops

•  Getting Started with Google Docs •  Friday – 10:15AM – 11:45AM

•  Get Covered Data Interactive Demonstration •  Friday – 2:15PM – 3:15PM

Get Covered Academy Learning Lab Meeting Room 16

Data & Analytics Interactive Trainings

The Data & Analytics Booth is on the Ballroom Level,

where you can…

Meet members of our Data & Analytics Team

Learn more about Data Services we provide to partner organizations,

including Get Covered Data Access & Support

Customized Mapping Services Customized Market Analysis Services

Data & Analytics Training Opportunities

Ask any follow up questions from any of our sessions

Data & Analytics Booth

ACA

www.enrollamerica.org/gcd/

[email protected]

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New training resources

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

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

•  FOR MORE INFO – [email protected]