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. Share the checklist via email and hand out printed copies.

For plans with OptumRx® Pharmacy

For plans without OptumRx® Pharmacy

Six tips for 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.

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.

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.

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. 

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.