Drive new members to portal for registration

Purpose

Welcoming the member and demonstrating 
ease of portal use

Suggested Broker touchpoint

Review the registration steps and help
members register

Emphasize the importance of selecting a Primary
Care Provider (PCP)and highlight how simple 
the selection process is. Encourage them to stay in network and to take action by choosing 
their PCP through the designated portal. 
Earn Rewards for the members, step one

Purpose

Ensure every member has a PCP on file and 
understands the steps required to make their selection.

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 check up with PCP. Take advantage of the 
coverage including $0 covered insulin, $0 prescription
supplies, and $0 coverage on eight 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 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.

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.

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

Encourage women to schedule and complete recommended

health screenings through targeted messaging.

Purpose

Address gaps in care by promoting preventive screenings for
mammograms and cervical cancer.

Suggested Broker touchpoint

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

Promotion of Diabetes Preventive Care Opportunities
include an overview of available diabetes tests

Purpose

Emphasis on consulting with their PCP on effective
management of diabetes and pre-diabetes

Suggested Broker touchpoint

Encourage pediatric visits and diabetes screenings

Back to school check ups

Purpose

Check in before the school year starts

Suggested Broker touchpoint

Reinforce back-to-school checkups and digital tool usage

How to navigate the patient portal

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 plans before Open Enrollment
Period (OEP) begins.

Purpose

Engage members early to prepare for the upcoming plan year.

Suggested Broker touchpoint

Educate members on any plan changes and key renewal timelines.

Encourage members to review their current plans to
simplify the OEP process.

Purpose

Raise awareness about the upcoming Open Enrollment
Period and help members prepare effectively.

Suggested Broker touchpoint

Reinforce key renewal deadlines and highlight important
plan features.

Encourage members to review their plans now to avoid
unexpected cost changes later.

Purpose

Educate members on year-over-year plan changes to help
them make informed decisions.

Suggested Broker touchpoint

Reinforce renewal deadlines and highlight key plan updates.