Partner & Client Resource Center
Partner & Client Resource Center

Everything You Need to Successfully Launch and Promote [Program Name]

Access marketing materials, onboarding resources, communication templates, videos, FAQs, and enrollment tools designed to help your members get started quickly.

Dedicated Partner Support Phone

[Phone Number]

Dedicated Email

[Email Address]

Implementation Team Contact

[Contact Name / Team]

Getting Started in 3 Steps

Step 1: Educate Your Team

Review program overview materials and FAQs.

Step 2: Share Resources

Distribute enrollment communications to eligible members.

Step 3: Launch Enrollment

Direct members to enroll using provided links and QR codes.

Program Overview

Provide partners a clear understanding of the program.

Program Summary

What the program is, who qualifies, key benefits, and member experience overview.

Key Value Points

Cost savings, improved access to care, dedicated support, and enhanced member experience.

Member Communication Toolkit

Ready-to-use communication assets for employers, brokers, and partners.

Email Templates

Open Enrollment Email, New Hire Email, and Reminder Email.

Text Message Templates

Welcome! You may be eligible for [Program Name]. Learn more here: [Link]

Don’t miss your opportunity to enroll in [Program Name]. Visit [Link]

Newsletter Content

Prewritten 50-word version, 100-word version, and full article.

Intranet Graphics

Banner ads, homepage tiles, email headers, and social graphics.

Member Enrollment Resources

Enrollment Guide

Step-by-step instructions for members.

Enrollment Flyer

Printable and digital versions.

QR Code Assets

High-resolution PNG, JPG, and vector files.

Member Enrollment Video

2–3 minute video covering benefits, enrollment, and getting started.

New Member Welcome Center

What Happens Next?

Enrollment Welcome Contact Initial Consultation Program Activation Ongoing Support

Marketing Resource Library

Flyers

General Flyer, Condition-Specific Flyer, Family Flyer.

Posters

Workplace Posters and Open Enrollment Posters.

Digital Ads

Web Banners, Email Graphics, and Social Media Assets.

Videos

Program Introduction, Member Testimonials, Enrollment Walkthrough.

Frequently Asked Questions

Eligibility

Who qualifies?

Eligibility details can be customized by partner or employer group.

When can members enroll?

Members may enroll during eligible enrollment windows or as defined by the program.

Cost

What does the program cost?

Cost details vary based on partner arrangements.

Are there any fees?

Applicable fees, if any, will be outlined in program materials.

Support

Who do members contact?

Members can contact the dedicated Member Services Team.

What if they need help enrolling?

Enrollment support is available by phone, email, or live chat.

Claims

How does billing work?

Billing details are explained in the partner implementation guide.

Success Stories

Employer Success Story

Highlight employer adoption and launch results.

Member Success Story

Showcase member experience and program impact.

Cost Savings Example

Metrics: enrollment rates, savings achieved, satisfaction scores.

Implementation Resources

Timeline Activity
60 Days BeforeInitial Announcement
30 Days BeforeEmail Campaign
14 Days BeforeReminder Communication
Launch DayEnrollment Opens
7 Days AfterFollow-Up Campaign

Partner Training Center

Recorded Webinars

Broker Training Deck

TPA Training Materials

Employer Administrator Guide

Member Contact & Referral Tools

Refer a Member

Employer or Broker Outreach List

Submit a list of eligible members for outreach.

Schedule Consultation

Members can self-book onboarding appointments.

Analytics & Reporting

Partners only.

Dashboard Access

View eligible members, enrollment rates, outreach attempts, and engagement metrics.

Contact Support

Implementation Team

Launch planning and setup support.

Member Services Team

Enrollment and member support.

Sales Support Team

Partner, broker, and employer support.

Office Hours: Monday–Friday, 8 AM – 5 PM EST

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