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.


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.

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 but before their coverage begins. Share the checklist via email and hand out printed copies.

For plans with OptumRx® Pharmacy

For plans without OptumRx® Pharmacy

Enrolled in the Plan - Now What?

This 3-minute video covers how to choose a doctor and other network providers, as well as where to find help managing a plan. Share it with employees, then challenge them to test their understanding by taking the quiz.

(Note: Use this video or read the transcript if your employees don't have access to YouTube.)

Enrolled in the Plan - Now What? Quiz (Website)Opens a new window

Six Tips to Finding a Doctor

Use this infographic to engage employees in finding the right primary doctor. Print and post it in employee common areas or add it to your intranet site.

Finding a Primary Care Doctor InfographicOpens a new window

Before the Plan Begins: A Selection of Resources

This email provides access to an online new member checklist, the above video 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.

Before the Plan Begins: A Selection of Resources EmailOpens a new window

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.

A–Z Directory

Search by program name or topic to find helpful information, materials and resources to help support your employee communication needs.

Visit our A–Z Directory

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.
Log in to Employer eServicesOpens a new window

Digital Onboarding is designed to save you time and money by eliminating the need for live enrollers, paper forms or third-party solutions. 
Learn more about Digital Onboarding

Eligibility VerificationOpens a new window for existing employers allows you to make sure you meet participation and eligibility requirements. 
Check Eligibility Verification StatusOpens a new window

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.

1UnitedHealthcare New Member Tracker, 2017.

YouTube is a registered trademark of Google, Inc.

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