Getting Started Toolkit: Before the plan begins
Your employees can begin learning about their benefits even before their plan's start date. Use these resources to help employees make the most of their health plan — even before coverage begins. These can be shared up to 3 weeks before the plan’s effective start date.
How a health plan works
Health plans can be complicated, so knowing how they work can help your employees get the most out of their benefits. Share these videos with your employees for a closer look at how copays, deductibles, pharmacy benefits and more work together throughout the plan year. Simply copy and paste the links.
What to do before health plan ID cards arrive
Here’s a handy guide for what your employees can do while they’re waiting for their ID card and before their coverage starts. In addition, employees can review our list of common health insurance terms so they can get familiar with these terms before they start using their plan.
What to do when ID cards arrive
Help your employees know their first steps to getting the most out of their plan after they get their ID cards. Share the checklist via email and hand out printed copies.
For plans with OptumRx® Pharmacy
For plans without OptumRx® Pharmacy
Tips for finding a doctor
Use these resources to engage employees in finding the right primary doctor. Print and post it in employee common areas or add it to your intranet site.
Note: To use and share the email files above, simply open the files and add your employee email addresses in the “to” field and send.
Before the plan begins: A selection of resources
This email provides access to an online new member checklist and tips in one package. Send to employees before their effective date, so they can get the most out of their plan when their coverage begins.
Other online resources
Employer eServices® is a suite of online tools and resources to help simplify your job – providing secure access to eligibility updates, invoice processing and more.
Eligibility Verification for existing employers allows you to make sure you meet participation and eligibility requirements.
Search by program name or topic to find helpful information, materials and resources to help support your employee communication needs.
Questions? We're here to help.
- If you are an employer: Call your consultant, broker or UnitedHealthcare sales representative.
- If you are a broker or consultant: Call your UnitedHealthcare sales representative.