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How Vantage streamlined their AEP materials management and prepared for the future with the Healthcare Touchpoint Exchange

Vantage Health Plan was born in Louisiana in 1994. Created by physicians who believed patients deserved excellent healthcare coverage, Vantage provides affordable, approachable health insurance. Committed to local customer service and satisfaction, Vantage has seen their membership and provider network grow steadily for more than 20 years.

Challenge: Managing double the plans with the same team

After a merger, the number of Medicare Advantage plans under Vantage’s management more than doubled to over fifty across three states with several plan variations to manage. The team had always relied on Word documents and manual processes to create the ANOCs, EOCs, and SBs, however with the increased number of plans under management, the approach was no longer sustainable.

The team was also concerned with the quality assurance process given the increase in plans, states, and variations to manage. Their manual, timeconsuming process put the team at risk of human-introduced errors and the current Quality Assurance (QA) process proved unworkable at this new scale. Vantage needed to dramatically improve their back-office function to meet the strict deadlines imposed by the CMS for the AEP.

Solution: Automating AEP Materials Production

Vantage wanted to leverage automation to simplify their AEP materials production process. They researched several software options but found them lacking. One tool offered limited flexibility; another required coding that would require a technical resource to support. The team wanted a software solution that was accessible to business users, which offered both structure and flexibility to accommodate their plan requirements. After their search, Vantage chose Messagepoint Healthcare Touchpoint Exchange.


  • Vantage doubled the plans (to over 50) and materials under management with the same team
  • The team seamlessly accommodated the extensive CMS model updates for AEP 2023
  • Business users were able to manage the content, data and plan variations without IT
  • The solution enabled them to accommodate many plan variations
  • The QA module provided transparency and an audit trail
  • Scalable for potential future expansion and growth


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