Q2 2025 · YTD performance

You've moved 247 members forward this year.

Your conversations led to 42 new PCP relationships, 89 wellness visits, and a +22% lift in benefit utilization across your book. Members are 11% more likely to renew.

+8 pts
Success Score Lift
4.8 / 5
Member Satisfaction
62
Net Promoters
Outreach trend+18% MoM
312
Conversations · last 30 days
Avg duration
12 min
Follow-up rate
71%

Member success outcomes

Actions completed because of conversations you started.

PCP Selections Completed
+8 this qtr
42
Annual Wellness Visits Scheduled
+14 this qtr
89
Transportation Benefits Activated
+11 this qtr
31
Healthy Food Benefits Activated
+9 this qtr
54
House Calls Scheduled
+5 this qtr
18
Chronic Program Enrollments
+6 this qtr
23

Relationship metrics

  • Member Retention Rate
    +2 pts YoY
    94%
  • Member Satisfaction (CSAT)
    +0.2 YoY
    4.8 / 5
  • Outreach Frequency
    On target
    2.3 / mo
  • Engagement Rate
    +6 pts QoQ
    71%
  • Referral Opportunities
    +4 this qtr
    19

Book of business health

  • Active Members
    +12 net new YTD
    247
  • Renewals (next 90d)
    92% projected
    38
  • Opportunity Completion
    Goal: 70%
    67%
  • Success Score Lift
    Avg member, YoY
    +8 pts
  • Benefit Utilization Growth
    vs last year
    +22%