There are opportunities to help simplify the experience for your clients who are enrolling and onboarding in an AARP® Medicare Supplement Insurance Plan from UnitedHealthcare®. This section provides examples of the communications and materials UnitedHealthcare sends our members and potential opportunities for you to assist, guide and engage with your clients during the enrollment and onboarding process.
The following information provides a high-level overview of the member’s enrollment and onboarding experience. Members may receive different versions of the information shown or may receive additional information from UnitedHealthcare.
Email new members receive once their agent submits their online application for an AARP Medicare Supplement Plan and have been accepted for coverage. This email provides members with a confirmation their application has been approved and next steps to take such as registering for their UnitedHealthcare online account, and where their plan documents will be located once they are available.
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Email applicants receive once their agent submits their online application for an AARP Medicare Supplement Plan to inform them their application is being reviewed and processed.
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Notification email to insured members who have chosen to receive their plan documents electronically that their plan documents are ready to be viewed. This email provides a link to the website where they can sign-in to access their UnitedHealthcare online account.
- Make sure your clients register on the member site, so they have access when the documents become available
- Give your clients the heads-up to look out for the email
- Assist your clients with questions and help provide direction as to how to access plan communications if any support is needed.
A welcome letter with the member’s insurance ID card is mailed to individuals who choose to receive their plan documents and communications electronically. This letter thanks the member for choosing an AARP Medicare Supplement Plan, provides their coverage start date, and their member ID card.
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The printed Welcome Kit is mailed to new members who choose to receive their plan documents and communications through U.S. mail and for those who had an agent submit their paper application. It includes a welcome letter, the member’s insurance ID card, a personalized getting started guide that includes tailored plan and wellness extras information (if applicable), plan documents and helpful forms.
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- Give your clients the heads-up to look out for this mailing, as it contains important information such as their ID card, plan documentation, a personalized getting started guide and helpful forms.
- Assist your clients with questions or help provide direction once they receive this mailing.
Mailing or email sent to new members who have been accepted into an AARP Medicare Supplement Plan more than 60 days prior to their plan effective date that welcomes new members to their AARP Medicare Supplement Plan and encourages them to take full advantage of their benefits. It also provides the information on how they can check the status of their first premium payment, electronic funds transfer (EFT) registration status and their UnitedHealthcare online account registration status.
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This mailed or emailed letter delivers very close to a member’s plan effective date and informs them that their first month premium is paid, and their plan is active. It expresses gratitude for the insured’s enrollment, offers details on how to prepare for the first doctor visit, and promotes going digital (register/sign in online and download the mobile app), including helpful videos with useful information about how a Med Supp plan works.
Welcome Video – How a Medicare Supplement plan works
Sent one month after a member’s plan effective date, this mailed or emailed letter provides information about Med Supp plans and the claims process to support plan understanding. It also includes digital promotions to encourage web registration/app use, including a deductible tracker promotion if applicable to plan.
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Usually sent three months after a member’s plan effective date, this mailed or emailed letter reinforces plan choice via MS pillars and promotes digital to encourage web registration/app use, including videos that drive plan understanding and value.
- Revisit some of the key features of their plan with your clients and discuss some of the wellness extras or services that may be available to them.
- Check in on your client’s journey thus far and to see if there are any obstacles or pain points where your assistance may be needed.
- Encourage them to take advantage of their UnitedHealthcare online account and download the mobile app.
Usually sent six months after a member’s plan effective date, this mailed or emailed letter checks in to see how the insured’s plan is going, shares resources for support, and promotes digital to encourage web registration/app use.
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Sent one year post effective as a yearly milestone check in highlighting key things to know moving forward with a Med Supp plan. Also includes messaging promoting plan value and going digital.
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- Check in with your clients to see if they have any general questions regarding their plan
- Encourage them to take advantage of their UnitedHealthcare online account and download the mobile app.
Search "Do Nothing" on the UHC Agent Toolkit to find a flyer to utilize with your clients, reminding them there is nothing they need to do with their plan and they can look forward to the exact same coverage year-over-year.
Rate notification letters are mailed out annually to members as new premium rates are approved by a state. These personalized letters notify members of their new rates.
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A bi-monthly e-newsletter that features a variety of health and wellness topics for insured members covered under an AARP Medicare Supplement Plan.
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