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.
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