
FROM INCONSISTENT TO INTEGRATED
How Imagenet helped a leading Puerto Rico-based health plan serving 117,000+ Medicare Advantage members streamline benefits communications and reduce compliance risk.
THE CHALLENGE
Fragmented Materials. Growing Compliance Risk
A leading health plan in Puerto Rico—an independent licensee of the Blue Cross Blue Shield Association serving 117,000+ Medicare Advantage members—was managing more than 100 benefit plans across Medicare, Medicaid, and commercial products. Each plan had its own set of member-facing documents, like Annual Notice of Changes (ANOCs) and Evidence of Coverage (EOCs), but lacked standardization—creating inconsistencies, inefficiencies, and compliance risk.
Materials varied in format, structure, and quality.
Templates lived on individual staff computers.
No centralized version control or document repository.
Inconsistent communication across product lines.
They needed structure, oversight, and audit readiness—fast.
THE SOLUTION
Centralized, Compliant Communications
Imagenet deployed the Collateral Management Module® (CM)—Powered by CODY®—to bring structure and oversight to a fragmented process:
Digitized ANOCs, EOCs, SBs, and other materials into a centralized library.
Organized by audience, line of business, and year
Enabled standardized workflows for content creation, review, and approval.
Established audit trails and ensured version control through a secure, compliant platform.
With CM in place, the plan gained full visibility and control over all member-facing communications.
THE RESULTS & IMPACT
Audit-Ready and Operationally Aligned
With Imagenet’s solution in place, the plan realized immediate and lasting gains:
Standardization across 100+ plan communication documents.
Full version control—eliminating internal confusion and manual rework.
Faster, more accurate production of ANOCs and EOCs.
Improved CMS alignment and reduced audit risk.
What began as a compliance fix became a long-term operational advantage.

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