HealthPlanCRM Names David Sockel as CEO

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Veteran Technology Executive Brings More Than Two Decades of Leadership and Operational Experience

“Dave has consistently delivered innovation and accelerated growth to companies throughout his career."

HealthPlanCRM, a leading provider of end-to-end new member acquisition software and technology-enabled service solutions to the health insurance industry, today announced the appointment of David Sockel as Chief Executive Officer.

"We are very pleased to bring Dave on board as HealthPlanCRM's CEO," said Ron Ortiz, Co-Founder of HealthPlanCRM and its predecessor company MedicareCRM. “Dave has consistently delivered innovation and accelerated growth to companies throughout his career. Added Patrick Phillips, Co-Founder, “His experience and strong leadership will be a significant asset to HealthPlanCRM as we expand our position in the health insurance software and technology-enabled services sectors."

Most recently, Mr. Sockel was Senior Vice President, Sales and Corporate Development at Connecture, Inc., a leading provider of sales automation solutions to the health insurance industry. At Connecture, he worked with over 80 health insurance plans, including 11 of the 20 largest national carriers and Blue Cross Blue Shield plans, as well as many regional health insurance plans. With Connecture as a venture-backed private company, Mr. Sockel also worked with several of the most successful venture capital firms in the country. Throughout his 10 years at Connecture, Mr. Sockel held a variety of business development and operational executive positions, helping grow the company into the largest and most successful software provider in its market. Prior to co-founding Connecture in 1999, he was a senior manager with Cap Gemini Ernst & Young’s health care consulting practice in both the Chicago and Washington, DC offices. Throughout his six years with CGEY, he improved the strategic and operational performance of over 30 domestic and international healthcare companies. He began his career in healthcare working for the Lewin Group, a consulting firm serving the public and private sectors.    

"Healthcare reform has created a huge opportunity for innovative companies like HealthPlanCRM. Our strong footprint in the government-sponsored health insurance segments will continue to expand as private and government sponsors look to cost-effectively manage and grow their membership with leading solutions such as our MedicareCRM software, tech-enabled distribution services, and marketing analytics products," said Sockel. "As more and more dollars get reallocated over the next 5-years, this industry shift presents a tremendous opportunity for HealthPlanCRM, given the company’s history in working with many healthcare plans which have already successfully deployed these offerings. I'm excited to join this team of top-notch professionals as we aggressively innovate and further distinguish HealthPlanCRM as a leader in improving the sale and distribution of health insurance across all market segments."

About HealthPlanCRM
HealthPlanCRM is the most trusted solution among managed care organizations for compliant automation of marketing, sales and enrollment operations. Engineered by leading health insurers, in cooperation with the Centers for Medicare and Medicaid Services (CMS), the HealthPlanCRM platform has proven to dramatically lower member acquisition costs while promoting compliance, enrollment growth, and member retention. The company offers product platforms for Medicare Advantage, Medicaid, S-CHIP, Medicare Supplements, as well as for commercial lines of business. The company’s flagship product, MedicareCRM, is currently in use by 25% of the fastest growing Medicare Advantage plans in the country according to Oppenheimer & Co.

For more information, call Gene Devine at (954) 691-2185 or visit the HealthPlanCRM Web site at HealthPlanCRM is headquartered at 404 East 15th Street, Suite 14, Vancouver, WA 98663. Additional company locations include Atlanta, GA, Pittsburgh, PA and Pompano Beach, FL.


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Gene Devine
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