Your Client Signed Up for a Health Plan: Now What?

Jan. 21, 2026

Applies to Individual & Family Markets

After your clients sign up for a health plan, they must take a few steps to start using it. As their trusted resource, they may turn to you for guidance. To help you help your clients, we have a website that explains your clients’ next steps after they enroll in a plan.

The site covers how to:

• Track application status
• Make the first payment
• Select a Primary Care Provider
• Sign up for a member account
• Download the mobile app
• Enroll in Auto Bill Pay

Along with the website, you can send your clients to this informative video, which explains next steps.