Amid this period of ongoing change, with the potential for continued market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.

Member Enrollment and Renewal

Onboard members with personalized documents and experiences, including ID cards and welcome kits

Streamline and simplify the creation and delivery of complicated-but-critical enrollment communications.

Included Products

Enrollment and Renewal Communications

Maximize your most visible and important member communications, your ID cards and welcome kits.

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Omni-channel Delivery

Connect to members across print and digital channels with one point of integration.

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Consolidation

Support a seamless onboarding or renewal experience while reducing operational costs by consolidating disparate documents.

Identity and Preference Management

Collect member data and attributes for simplified and centralized identity validation and management of communication preferences.

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Flexible Composition Solutions

Remove the burden from your IT staff of repetitive, large data feeds with composition tools that leverage data across your inventory of enrollment materials. With self-service or managed service print and digital composition tools, we help you meet your member experience and communication goals.

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Member Enrollment and Renewal Communications

ID cards and welcome kits
Member guides and benefit booklets
Summary of Benefits and Coverage (SBC)
Annual Notice of Change (ANOC)
Evidence of Coverage (EOC)
General correspondence
Supplemental materials and forms

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Infographic

2020 CX and Communications Trends for Healthcare

eBook

Healthcare Communications – From Required to Inspired

Enhance the Member Experience with Communications

Resource

Enhance the Communications Experience

Case Study

StatementPacks® Reduce Operational Costs For Large Health Plan

Resource

Communications Insights

Podcast

Reimagining Communications with Matt Swain

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Advisor Resource Center

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Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Capital Markets Disclosures

Cash Management

Collateral Management

Connectivity

Consumer Preference and Profile Management

Continuing Education

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Derivatives Trade Processing

Digital Delivery

Digital Experience Management

Direct Marketing

Document Composition

EDGARForms

Enhanced Packaging

Enhanced Proxy Design

Equity Trade Processing

ESG Advisory Services

Expense Management and Fee Validation

Expense Management business process outsourcing

Financial Reporting

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Securities Class Action Services

Global SWIFT Services

Intelligent Prospecting

Intraday Risk Monitoring

Investment Accounting

Managed Services, Hosting and Integration

Newsletters

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Print Marketing

Private Fund Compliance Reporting

Proxy Services

ProxyVote

Rapid Onboarding

Reconciliation

Reconciliation Managed Services

Reference Data Management

Registered Proxy Services

Regulatory Communications

Revenue Management and Fee Billing

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

Sponsored Name Placement

Stock Transfer

Tax Services

Vdr

Virtual Shareholder Meeting

Wealth Insight Services

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Member Enrollment and Renewal

Onboard members with personalized documents and experiences, including ID cards and welcome kits

Included Products

Enrollment and Renewal Communications

Omni-channel Delivery