Fusion CX offers comprehensive health plan sales and quoting solutions that help organizations improve operational efficiency and member engagement. Our tailored services include lead generation, licensed health insurance agent outreach and annual enrollment programs, delivering seamless workflows and a better experience for every prospective member.
With 22 years of expertise, Fusion CX helps health plans simplify quoting and underwriting support while keeping compliance and member satisfaction in focus. Our health plan services scale with each enrollment season, using technology and data-driven insights to drive results, from Medicare AEP campaigns to year-round outbound outreach.
Sales does not end at the signature. Our teams hand new enrollees to member services for onboarding and benefit education, so the promises made on a sales call are kept in the first months of membership.
Four programs that take a prospective member from first contact to a confident plan choice.
Identify and qualify potential members with data-driven strategies that extend your health plan's reach and improve member acquisition.
Medicare open and annual enrollment and Medicaid enrollment support, with targeted outreach that educates members, minimizes churn and maximizes retention.
Licensed health insurance agents give members personalized guidance and streamline enrollment while meeting all regulatory requirements.
Expert help comparing plan options, with recommendations based on member needs and budgets that improve satisfaction and plan uptake.
Health plan sales happen in tight, regulated windows. Here is how we prepare so every call counts when volumes peak.
Agents licensed in the states you sell in, then certified on your plans, quoting tools and marketing rules before they take a call.
Inbound and outbound leads scored, de-duplicated and routed by plan type and state, so licensed agents spend time on qualified prospects.
Agents compare plans against each prospect's doctors, prescriptions and budget, then document the rationale behind every quote and recommendation they give.
Required disclosures, consent and call recordings captured, reviewed by AI QMS, and new members passed to onboarding the same week.
Omind products sit inside every sales program. Licensed agents stay responsible for every recommendation and enrollment.
Automates audits and compliance checks on every sales call, confirming quoting accuracy, required disclosures and consent across the enrollment process.
GenAI voice agents for lead qualification, quote follow-ups and enrollment-period reminders, with a warm transfer to a licensed agent.
Voice harmonization and real-time noise cancellation make sales calls clear and trustworthy, so prospects understand plan details before they enroll.
Licensed talent, compliance controls and seasonal scale for regulated health plan sales.
End-to-end solutions tailored to health plans that improve customer satisfaction and loyalty.
Annual enrollment programs that adapt to the unique demands and calendar of your health plan.
Licensed agents deliver accurate, empathetic service that helps members choose the best plan.
Analytics refine sales and quoting processes, improving decision-making, member engagement and outcomes.
PHI handling, access controls and audit trails on every workflow, with PCI DSS and ISO/IEC 27001:2022.
Native-language sales and enrollment support from 17.5K+ people across 40+ delivery centers.
What happened when health plans and growing businesses handed outreach and member communications to Fusion CX.
Tell us about your plans, markets and enrollment calendar. A health plan CX specialist will follow up with a scope, ramp plan and pricing.
Guides for health plan leaders planning enrollment seasons and member acquisition.
The questions health plans ask us most often about sales, quoting and enrollment support.
Fusion CX provides lead generation, licensed health insurance agent outreach, annual enrollment program management, plan comparison support and data-driven support for quoting and underwriting. Health plans can use one service or combine them into a single program that runs from first lead to onboarding.
Our licensed agents are trained to follow regulatory guidelines and your marketing rules, so enrollment processes meet industry standards. Approved scripts, required disclosures, recorded consent and AI QMS reviews of sales calls help catch compliance gaps quickly.
Yes. Fusion CX specializes in managing annual and open enrollment programs, with hiring, licensing checks and plan training completed before the window opens. We also provide seamless onboarding and retention outreach after enrollment, so new members stay engaged.
AI tools streamline quoting, help identify potential members and personalize outreach, improving health plan customer support. Voice AI can handle lead qualification and reminders, while AI QMS checks quoting accuracy and disclosures, leaving licensed agents free for the conversations that need them.
Fusion CX combines advanced technology, licensed agent expertise and decades of experience to deliver strong solutions for health plan sales and quoting. With support in 28 languages and 40+ delivery centers, we scale with your enrollment calendar and markets.
