Promotional actions for health operators are fundamental to winning new customers and retaining the loyalty of existing ones. For 2025, creative and well-planned promotional strategies will make all the difference. In this article, we've put together valuable tips that you can put into practice at your health insurance company to carry out promotional actions that really work! You'll be able to stand out from the competition, attract many new customers and build lasting relationships with your beneficiaries!
And it's always good to remember that using SAUDI system to make the medical bill audit of your health insurance company keeps most of the operational, financial, legal and especially the bureaucratic processes running smoothly and with total transparency, and also makes it possible to 360° view to make faster and more assertive decisions. With all this in place, you'll have plenty of time to dedicate to putting these valuable tips into practice, which will change the course and improve your operator's results! Read on to the end.
1. Know Your Target Audience
The first step to creating effective promotional actions is to understand your customers' needs and expectations. Use demographic data, service usage history and satisfaction surveys to segment your audience. For example:
• Young adults may be interested in benefits such as partner gyms.
• Families may value discounts on family plans or pediatric services.
• Elderly tend to prioritize access to specialized doctors.
Practical tip: Invest in CRM (Customer Relationship Management) systems to manage information and identify opportunities for personalization.
2. Offer additional benefits
Extra benefits that complement the main health plan can be a great differentiator. Consider including:
• Free telemedicine: The convenience of online consultations is a growing attraction.
• Discounts at pharmacies and gymsPartnerships can add value to the plan.
• Wellness programs: Encourage healthy habits with fitness monitoring and health workshops.
These benefits not only attract new customers, but also increase the satisfaction and loyalty of existing ones.
3. Create Seasonal Promotions
Take advantage of special dates to launch promotional campaigns:
• January (start of the year): Promotions aimed at health goals, such as discounts on annual plans.
• World Health Day (April 7th): Offer free check-ups or extra benefits.
• Black FridayExclusive conditions, such as no waiting period for new contracts.
Seasonal promotions create a sense of urgency and encourage quick decisions to sign up.
Read too: Awareness campaigns: colors that promote health all year round
4. Encourage Loyalty with Rewards Programs
Loyalty programs help keep customers engaged and satisfied. Offer points or advantages for actions such as:
- Pay the monthly fee on time.
- Refer new clients.
- Participate in educational events or campaigns.
These points can be exchanged for discounts, gifts or extra benefits in the plan.
5. Invest in Personalized Digital Marketing
Digital marketing is essential for reaching potential customers and strengthening relationships with current ones. Some effective actions include:
• Targeted ads on social networksTarget campaigns to specific audiences based on age, location and interests.
• E-mail marketing: Send newsletters with health tips, promotions and plan news.
• Blog content: Create articles on preventive health, quality of life and the benefits of your plans, optimized for SEO.
Extra tip: Use chatbots on your website or WhatsApp to answer questions quickly and automatically.
6. Promote events and educational activities
Show that your operator is committed to the well-being of its customers by doing this:
• Free workshops and lecturesTopics such as healthy eating, stress management and physical exercise attract interest.
• Health fairs: Offer free basic examinations, such as blood pressure checks and blood glucose tests.
• Vaccination campaigns: Partnerships with laboratories can enable exclusive actions for clients.
These events increase brand visibility and create tangible value for customers.
7. Work on Brand Reputation
In the health sector, trust is fundamental. Therefore, invest in initiatives that demonstrate the operator's commitment to quality and transparency:
• Testimonials from satisfied customers: Share real stories of people who have had positive experiences with the plan.
• Certifications and awards: Highlight achievements that reinforce your credibility.
• Humanized service: Good service can be your company's greatest differentiator.
8. Facilitate Access and Hiring
The customer experience starts with the first contact. Simplify membership and service processes with:
• Online plan simulators: Allow the customer to see values and benefits directly on the site.
• Applications furniture: Offer functions such as scheduling appointments and issuing invoices.
• Serviceto multichannel: Be available on social media, phone, email and WhatsApp.
The easier it is to access, the greater the chance of converting and retaining customers.
9. Monitor and Improve Strategies
Finally, monitor the results of promotional actions and adjust where necessary. Use indicators such as:
- Campaign membership fee.
- Customer retention.
- NPS (Net Promoter Score) to measure beneficiary satisfaction.
Testing and adapting strategies based on data is fundamental to achieving consistent results.
Promotional actions for health operators are essential
For health insurance providers, 2025 brings the opportunity to innovate in promotional actions and strengthen relationships with customers. From additional benefits to digital campaigns and loyalty programs, the strategies suggested can boost both the acquisition of new beneficiaries and the retention of current ones.
Invest in actions that add real value and reinforce your commitment to health and well-being. This way, your operator will not only gain market share, but also build a strong and reliable brand.
And if your operator doesn't use SAUDI system in medical auditing, we invite you to talk to one of our experts to learn more about the solution and understand why dozens of healthcare operators, including the largest in Brazil, have been using the SAUDI platform for over 20 years!
Did you like these tips? Keep following the SAUDI Blog for more insights and strategies for the healthcare sector supplementary!
