Problem

• Siloed insights: Data spread across agent interactions, enrollments, claims, and digital touchpoints.
• Lack of context for agents: Hard to prioritize leads, understand member needs, or cross‑sell effectively.
• Generic outreach: Missed opportunities, lower engagement, and avoidable churn.

Solution: Consumer 360 Graph Intelligence

Key Capabilities

1. Agent Impact Analysis: PageRank‑style algorithms identify top‑performing and underperforming agents to optimize lead routing, training investments, and resource allocation.
2. Affinity Product Detection: Graph queries reveal products frequently purchased together to enable dynamic cross‑sell recommendations during enrollment and prospecting.
3. Next Best Action (NBA) Recommendations: Predictive models plus graph context suggest personalized nudges (preventive care, product upgrades, wellness programs) delivered via agents and digital channels.
4. Market & Network Insights: Community detection surfaces member clusters with similar demographics or behaviors to tailor regional campaigns and engagement strategies.

Business Value

1. Increased Sales & Cross‑Sell Revenue

• 1M annual prospects × $1,000 average annual revenue × 5% uplift

= $50,000,000 annual lift

2. Agent Productivity Gains

• 10,000 agents × 50 hours/year saved × $40/hour

= $20,000,000 efficiency savings

3. Member Retention

• 5M members × $1,500 annual value × 1% churn reduction

= $75,000,000 retained value

Key Metrics (Expected Impact)

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Strategic Alignment

• Personalization at Scale: Tailors outreach and product offers to member needs.
• AI‑Driven Insights: Leverages graph algorithms and predictive analytics to drive measurable outcomes.
• Operational Efficiency: Enhances agent workflows and reduces wasted effort.
• Responsible AI: Explainable, transparent recommendations compliant with healthcare standards.

Strategic Fit: Aligns with payor and benefit manager priorities to grow revenue, increase retention, and scale personalized engagement across channels.