UnitedHealthcare currently provides agents with access to their book of business (BoB) information on the Jarvis agent portal. After gathering feedback, they are excited to announce they're now offering Jarvis BoB access to agency partners as well.
This will give agencies the convenience of accessing member information to support retention efforts, outreach, marketing, and business planning. Please note, this message only applies to Medicare membership.
Since all levels in the hierarchy are going to have access to member information, UnitedHealthcare recommends coordinating member outreach with your upline or downline. As a reminder, any agent or agency contact must adhere to permission to contact requirements.
They are excited to provide the new agency BoB feature to Jarvis users and look forward to further enhancements that continue to bring value to partners!
If you have any questions, please contact your upline or the PHD.
Don't have a MedCareValue page yet?
Get Your FREE Site >What you and your customers need to know.
Starting June 4, LGA will notify advisors of applications in the "Offer Made" status
Multiplan Marketing Material Guidance | SEP Reminder | Spring Medicare Member Insider
Solicitor (Licensed Only Agents) agents in your downline can now achieve Authorized to Offer (A2O) Elite status for their production of AARP® Medicare Supplement Insurance Plans from UnitedHealthcare® through the A2O AARP Medicare Plans Agent Program.
When you’re recommending plans this spring and summer, remember UPMC for Life offers members high-quality access to care, coverage, and customer service so that they can maintain a healthy lifestyle.
Choosing an FMO to work with is not just about having access to top insurance products and commissions, it’s about finding a one-on-one agent service that is prepared to meet your needs.
Get to know us, and see how we can help you take your business to the next level.