Collateral Management
Access and share important documents with members and employer groups through the centralized collateral repository.
What is Collateral?
The Collateral section is where TALON stores important documents that you can share with your members and employer groups. These materials cover topics like open enrollment information, member engagement strategies, platform features, and educational content. TALON works with you to ensure relevant documents are housed in your collateral repository.
Accessing Collateral
Common Collateral Materials
- User guides and tutorials
- Healthcare shopping basics
- Platform feature explanations
- Best practices documents
- FAQ and troubleshooting guides
- Open enrollment information
- Account activation guides
- Benefits summaries
- Plan comparison tools
- Enrollment deadline reminders
- Member engagement strategies
- Success stories and case studies
- Promotion and marketing materials
- Presentation templates
- Communication templates
Best Practices for Collateral Use
Follow these guidelines to effectively use collateral materials in your support activities:
- Keep materials current: Regularly check for updated versions of documents and replace outdated materials
- Customize for audience: Choose appropriate materials based on the specific needs of members or employer groups
- Maintain professional presentation: Use high-quality printing and professional email formatting when sharing materials
- Track effectiveness: Monitor which materials are most helpful and request additional resources as needed
- Request custom materials: Work with TALON to develop employer-specific or situation-specific collateral when needed
Pro Tip
Create a personal library of frequently used collateral materials on your local drive for quick access during support calls. This allows you to immediately share relevant documents with members without navigating through the dashboard during active conversations.
Effective Sharing Strategies
Maximize the impact of collateral materials with these sharing approaches:
Email Sharing
- Use descriptive subject lines that clearly indicate the document purpose
- Include a brief explanation of how the material will help the recipient
- Attach documents as PDFs to ensure consistent formatting
- Follow up to confirm receipt and answer any questions
Physical Distribution
- Use high-quality paper and printing for professional appearance
- Consider laminating frequently referenced materials
- Provide materials during meetings and presentations
- Leave materials at employer sites for ongoing reference
Requesting New Collateral
If you need additional materials or custom documents, TALON can work with you to develop new collateral. Common requests include:
- Employer-specific branding and customization
- Industry-specific healthcare guides
- Seasonal or campaign-specific materials
- Translated versions for diverse member populations
- Updated materials reflecting platform changes