March 17, 2025

2025 Member Retention Readiness Checklist

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Retention isn’t a seasonal campaign—it’s a culture. Use this checklist to assess if your health plan is truly prepared to keep members engaged, satisfied, and loyal in 2025 and beyond. A retention-ready health plan doesn’t just offer great benefits—it creates a frictionless, transparent, and human experience that builds trust.

If you checked every box, congratulations—you’re ahead of the game. If not, now is the time to rethink your approach. Let’s make healthcare easier, clearer, and more personal—so members stay not because they have to, but because they want to.

Download a copy of the Member Retention Readiness Checklist

Paula Serios

Paula Serios

Chief Growth Officer and Healthcare Expert

ab+a Advertising is a full-service marketing services agency specializing in the health and well-being sectors. Our work goes beyond solving problems—we inspire progress, elevate brands, and deliver lasting positive impact worldwide. Our AI-enabled GiG model (“Grow Impact Good”) doesn’t just grow your health organization—it creates meaningful change for the greater good. By blending AI-forward strategy, innovative branding, humanity, data-driven insights, we provide purpose-driven growth that impacts your business AND truly matters.

Sources*
Forrester: “Modern Marketing Spend and Optimization” (2023)
PwC: “Marketing as an Enterprise Growth Engine” (2023)
Adobe: “Delivering Precision Marketing” (2023)
McKinsey: “Modern Marketing and Growth” (2023)
Boston Consulting Group (BCG): “Agile Marketing Practices” (2022)
Accenture: “Modern Marketing Capabilities” (2023)
HBR: “Linking Marketing Spend and EBITDA” (2023)

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