Back to all Playbooks
Health Insurance
Updating personal or dependent information
Streamline updates to personal or dependent details on a policy.
Available in:
Messaging
Email
Voice
Why should you use this Playbook?
Manual updates lead to delays, errors, and compliance risks. This Playbooks guides members through secure, automatched changes that keep records accurate and operations smooth.
When should you use this Playbook?
When members report life events, like adding dependents, changing addresses, or updating contact info.
What does this Playbook do?
- Authenticates the member
- Collects and validates new data
- Submits updates to internal systems
- Confirms change completion or next steps