The Broker Compass is designed to help you stay ahead by aligning your outreach with what members are already hearing from UnitedHealthcare—giving you a smart, timely way to deepen engagement with your book of business.
A quarterly guide to key topics UnitedHealthcare is messaging to members, along with the reasons behind those messages and suggested touchpoints you can use throughout the year. This gives you a clear roadmap to leverage your existing materials like videos, flyers, and brochures—in ways that feel relevant and timely to your clients.
It’s not just about supporting UnitedHealthcare—it’s about helping you build stronger relationships, drive more meaningful conversations, and grow your business with confidence.
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.
When requested by member, reference the
portal for information.
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.