Member Retention Readiness Checklist

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