New year, new resources

Member Onboarding and Retention Hub

Change is coming, and we’ve got you covered. The 2025 plan changes mean members might have more questions as they start to use their plans. That makes now the perfect time to prioritize top-notch customer service to protect your book of business. Gear up to have a great Open Enrollment Period (OEP) with resources and tools for member onboarding, improving client retention, community resources for members, provider info, the new self-service tools and more.

Select a topic below

Member onboarding

Improve client retention

Community

Providers

Self-service tools

Member onboarding

Enhance your client’s onboarding experience.

The sale is just the start of your client relationship. Set up your clients for success by helping them make the most of plan benefits, find providers and fill prescriptions. Provide members a better plan experience by connecting them to the MyHumana app. This app offers 24/7 access to their plan info, claims, digital ID, providers, available pharmacies and more.

Discover what you need for member onboarding with our updated onboarding and retention guide.



Improve client retention

Client retention is essential to your book of business. Discover the tools to help keep that retention high.

Your client retention is the foundation of your business. You understand the importance of providing caring, customized service to your clients. Happy clients turn into loyal clients, and their referrals can become a key part of your growth strategy.

We have the resources to help. Check out the updated onboarding and retention guide to learn member onboarding best practices and find out how to have the right conversations at the right time. Plus, find a slew of other resources on our retention educational resource page.



Community

Humana offers more than just health insurance plans. We also provide community resources and activities that help people live healthy lifestyles and get the care they need.

Humana creates a community where people can come together for fitness, education and socializing. The Humana Neighborhood Center™ (HNC) offers a welcoming place online where both members and non-members can meet, mingle, learn and have fun. Beneficiaries can access services including chronic disease management, fitness classes, social activities, customer service and much more, right from home.

People who need support beyond the scope of health insurance plans can find local resources using the Humana Community Navigator™. Resources include food, housing, transportation, financial assistance and more that might be available to community members, including those not enrolled in a Humana plan. Take advantage of this tool to go above and beyond helping people find the help they need.



Providers

Want to get clients excited about what Humana’s network could offer them? Learning about Humana’s plans and network of providers is the first step. Get in the know here.

To speak confidently to clients about care options, the importance of selecting a primary care physician (PCP) and more, you must first educate yourself on how Humana’s plans and network of providers help bring human care to members. Get an in-depth look at our network of providers and the value they offer to Humana members by exploring these available resources.



Self-service tools

Explore the tools you can use to make member onboarding and retention easy 

The right tool can make all the difference in supporting your members—and Humana has a variety of self-service tools to help you level up your customer service.  

Check out the new Vantage Customer-Agent Service Excellence (CASE) Reports, designed to help you gain insights into your book of business. Dig into client data, including why they contacted Customer Care, call topics, timing and enrollment issues. Use this info to proactively address common concerns, improve onboarding and adjust sales strategies to improve member retention. 

Plus, visit the Sales Enablement Library to grab benefit summaries that make it easy to understand 2025 plan benefits.  



New 2025 updates

Onboarding and retention guide

Explore the refreshed Onboarding and Retention Guide for tips on discussing 2025 plan changes, info on spotting at-risk members, strategies for 10- and 30-day check-ins and an overview of how to use the new Vantage CASE Reports to safeguard your book of business. 

Election period calendar

Words of wisdom

Agent advice for success

Check-ins are a good time to do those extra little steps like reminding clients to get regular exams and screenings.

Kristy

licensed Medicare sales agent

Continuing to service [the product] is as important as putting somebody in the product itself.

Michael

Humana Senior Sales Manager

I try to help resolve issues. . . members really appreciate that because it's showing ownership.

Vincent

Humana Sales Agent

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