Add Welcome Materials

Welcome materials sent to a member include the welcome email (which is also visible on the member portal) and the letter (which is included with the welcome letter).

These materials should be pre-populated based on the plan template but it is important to double check the copy and variables used.

• Use the Save and Test feature to make sure that your letter and email are sent exactly how you want.

Letter + ID Cards are sent to the mailer when “Verify Employees” is clicked and typically take 10-12 business days to arrive at the member’s home address.

Welcome Emails are sent programmatically 3 days prior to Effective Date. For sooner emails, Plan Designers can use the Batch Email functionality.