CASE STUDY
Enterprise Automation Supports 480+ Health Plan Communications at Scale
How Imagenet’s Member Communications and Reconciliation Suite helped a leading Southwestern health plan maintain continuity and compliance through both scale and disruption.
THE CHALLENGE
Small Marketing Team Managing Massive Document Volume—and a Mid-Project Disruption
A leading Medicare Advantage and Commercial Group health plan in the Southwest—part of a larger health system with 52 hospitals, 800+ care sites, and more than 49,000 employees—relied on a three-person health plan marketing team to manage the full lifecycle of plan materials across 480+ unique plans.
While Imagenet’s Member Communications and Reconciliation Suite (Powered by CODY®) had already modernized document development and fulfillment, the plan’s internal resources remained tight. In summer 2025—one month into a three-month production cycle—a key team member had to step away, putting ANOC, EOC, and Summary of Benefits (SB) deliverables at risk.
The plan needed immediate operational reinforcement to stay on schedule and maintain CMS compliance.
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THE SOLUTION
Leveraging Automation and Augmenting Staff With Operational Support
Because Imagenet’s Member Communications and Reconciliation Suite was already in place, the client had the infrastructure needed to maintain visibility and control—yet faced a short-term execution gap. Imagenet’s operations team quickly mobilized to fill it.
Collateral Management Module® (CM): Continued to drive automated project management for ANOCs, EOCs, and SBs.
Plan Benefit Package Module® (PBP): Maintained benefit grid development using a single “Source of Truth,” cutting turnaround time in half.
Allied Central Dashboard™ (ACD): Provided transparency into production progress, enabling Imagenet to step in seamlessly.
Operational Backup: Imagenet’s fulfillment and production teams assumed day-to-day execution of ANOC/EOC/SB materials when the client’s internal capacity dropped.
This dual approach—stable technology foundation plus agile service support—kept all deliverables on track without extending the project timeline.
THE RESULTS & IMPACT
Continuity, Compliance, and Confidence Restored
With Imagenet’s technology and teams working in concert, the plan achieved:
46,000+ plan documents produced across 480+ plans—completed on schedule.
All ANOC, EOC, and SB materials delivered within CMS deadlines.
No disruption to member communications or compliance standing.
Eight redundant vendors eliminated through enterprise integration.
Centralized version control and complete audit readiness.
By combining the automation power of Imagenet’s Member Communications and Reconciliation Suite with responsive partnership, the client met every CMS deadline and strengthened long-term operational resilience.
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