Drive new members to download the UnitedHealthcare® app and create their online member account

Purpose

Welcome members and communicate that UnitedHealthcare is where they can manage their plan, anytime, anywhere. 

Suggested Broker touchpoint

Review the UHC app download and online account registration steps and help members manage their plan.

Emphasize the importance of selecting a Primary Care Provider (PCP) and highlight how simple the selection process is. Encourage them to confirm their doctor or care facility if in-network, as out‑of‑network care may cost more.

Purpose

Ensure every member has a PCP on file and understands the steps required to make their selection. Some plans will auto‑assign a PCP if not selected within 30 days of enrolling.

Suggested Broker touchpoint

Remind members of the need to select a PCP and guide them to the portal for step-by-step instructions and support.

Encourage members to complete the Health Risk 
Assessment (HRA) by highlighting its importance
in supporting personalized care and improving
overall health outcomes and get them one step
closer to gaining rewards.

Purpose

Increase member engagement by motivating
them to take the necessary steps to complete the HRA, which helps identify health 
risks early and tailor care accordingly.

Suggested Broker touchpoint

Communicate the value of completing the Health Risk Assessment (HRA) to members. This includes explaining how the HRA helps identify potential health risks early, enables more personalized care and may unlock benefits such as wellness incentives or improved plan support. Encourage members to complete the HRA by guiding them through the process and addressing any questions they may have.

Schedule a checkup with your PCP. Take advantage of the coverage including $0 covered insulin, $0 prescription supplies and $0 coverage on 8 key lab tests and screenings (not valid in MA).

Purpose

It’s important to know that these diabetes-specific benefits can make a meaningful difference for members — helping them stay on top of their health while minimizing out-of-pocket costs.

Suggested Broker touchpoint

Educate on diabetes management tools and low-cost prescription options. $0 management reference and benefits.

Encourage members to explore and utilize all available pharmacy offerings.

Purpose

Educate members on how to make the most of their pharmacy benefits. Plans offer members access to a wide range of $0 covered medications — making it easier and more affordable to manage chronic conditions like diabetes, certain heart conditions, mental health issues and more.

Suggested Broker touchpoint

Send a reminder to members about their pharmacy needs and available support.

Virtual Care is positioned as a convenient, high-quality care option for members, accessible via the myUHC app or portal. 

Purpose

Drive engagement with UnitedHealthcare as the primary care provider even for virtual care. Enhance member satisfaction and retention by offering flexible, digital-first care. Support by simplifying access and promoting proactive health management.

Suggested Broker touchpoint

Share FAQs and benefit guides.  

Encourage mothers to schedule and attend postpartum follow-up appointments to ensure their well-being.

Purpose

Support mothers in their post-birth care journey by emphasizing the importance of follow-up appointments and ongoing health check-ins.

Suggested Broker touchpoint

Promote available resources and remind members to take advantage of postpartum care support. When requested by member, reference the online member account for information.

Encourage members to access care easily through the plan website.Encourage members to access care easily through the plan website.

Purpose

Highlight the mental health benefits available through their plan, including support for stress, anxiety, depression, addiction and more.

Suggested Broker touchpoint

Promote awareness and usage of mental health resources available in the member’s plan.

Encourage women to schedule and complete recommended health screenings through targeted messaging.

Purpose

Address gaps in care by advancing women’s health, such as mammograms and cervical screenings. 

Suggested Broker touchpoint

Promote awareness and access to women’s preventive screening services.

Schedule a checkup with PCP. Take advantage of the coverage including $0 covered insulin, $0 prescription supplies and $0 coverage on 8 key lab tests and screenings.

Purpose

It’s important to know that these diabetes-specific benefits can make a meaningful difference for members — helping them stay on top of their health while minimizing out-of-pocket costs. 

Suggested Broker touchpoint

Educate on diabetes management tools and low-cost prescription options. $0 management reference and benefits. 

Encourage parents to schedule and complete recommended well-child visits for their children.

Purpose

Educate parents on recommended annual screenings for their children to ensure that they are growing and developing as planned.Suggested Broker touchpoint

Suggested Touchpoint

Reinforce back-to-school checkups and digital tool usage. 

How to navigate the online member account. 

Purpose

Check in before the school year starts.

Suggested Broker touchpoint

Reinforce back-to-school checkups and digital tool usage

Encourage members to take full advantage of their dental and vision coverage.

Purpose

Help members maximize their dental and vision benefits for better overall health and preventive care. 

Suggested Broker touchpoint

Promote preventive care services and highlight the value of dental and vision benefits, including $150 for frames.

Encourage members to review their plan before Open Enrollment Period (OEP) begins.

Purpose

Engage members early to prepare for the upcoming plan year. 

Suggested Broker touchpoint

Educate members on plan changes, what’s new for 2027, key OEP dates and next steps. 

Educate members on key Open Enrollment Period (OEP) dates and deadlines and encourage members to review their current plan

Purpose

Ensure members understand key dates and deadlines so they don’t miss out on 2027 coverage

Suggested Broker touchpoint

Reinforce key renewal deadlines, highlight important plan benefits and help members know what to expect during OEP.

Encourage members to compare plans, update their application and submit their application by Dec. 15 for coverage starting Jan. 1, 2027.

Purpose

Educate members on how to renew and make the process as clear and simple as possible.

Suggested Broker touchpoint

Reach out to your clients to remind them of key dates and deadlines and educate them on making an informed decision for the upcoming plan year