AEP may be behind us, but your dedication to your clients continues! Here are 4 ways you can continue to provide caring support in December:

1. Send thank you cards to show appreciation to your new and existing clients. You can find templates and resources in the UHC Agent Toolkit

2. Schedule welcome events or follow-up appointments in January to help ensure clients are comfortable and confident with their new plan
3. Check the verification of chronic conditions under Member Status in the Book of Business 
   1. Ensure D-SNP members who are marked “SSBCI - pending verification” (in yellow) have self-indicated by calling Member Services or visit the member site to self-indicate, if applicable  
   2. Encourage C-SNP members who are marked “C-SNP – pending verification” in red connect with their provider
4. Become familiar with the communications your clients may receive by viewing the Member Communications page on Jarvis 

These optional to-dos may help your clients feel supported and valued. Plus, by staying proactive now, you’ll help build trust and help set the stage for a successful start to the new year.  

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