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?




•  Complex Regression Graphs?




•  Complex Regression Graphs? •  Really cool heat maps?


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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

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Uninsured Propensity

21 21

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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


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


•  A Brief Sidebar about PUMAs


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

•  Illinois Health Matters


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


•  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]