The updated Agent Guide is now available in the Knowledge Center. Look for updates in red and be sure to discard previous versions.
The Agent Guide is a comprehensive document that outlines UnitedHealthcare’s rules, policies and procedures. It provides you with resources on how to conduct business in an efficient and compliant manner. This guide contains answers to agents’ most frequently asked questions when it comes to doing business with UnitedHealthcare.
Are you curious what other agents order from the UnitedHealthcare Agent Toolkit? Below is a list of the top 10 marketing materials ordered last quarter. Find out what you're missing!
Search by SPRJ number above or by keyword: top q1
Stable rates have been a key selling point for AARP® Medicare Supplement plans for years. This flyer provides prospective members with high-level statistics about the stable rates with AARP Medicare Supplement Plans. This flyer is available at no cost!
Search keyword: Stable rates
Annual rate change information for 2023 AARP® Medicare Supplement Insurance Plans from UnitedHealthcare® is now available in some states. Click to see the new states that have been added this week.
Looking to showcase yourself as an agent selling AARP® Medicare Supplement Insurance Plan from UnitedHealthcare® in your community? Check out this month’s featured campaign, “I’m Your Local Agent.”
A friendly reminder: the Centers for Medicare and Medicaid Services (CMS) is requiring all calls with Medicare beneficiaries related to Medicare Advantage (regular and special needs plans) or Prescription Drug Plans to be recorded. This requirement went into effect Oct. 1, 2022.
If you’re still searching for a call recording solution, please reach out to your upline for guidance. Please keep in mind all recording systems and platforms must provide HIPAA-compliant recording functionality and meet the CMS retention requirement of 10 years. Recordings must be available upon request.
The Federal Emergency Management Agency (FEMA) may have declared a weather-related emergency or major disaster in your state. Medicare beneficiaries affected maybe eligible for a Special Election Period (SEP).
For affected areas and SEP dates, please visit Jarvis. For marketing materials that comply with CMS marketing requirements, please visit the UnitedHealthcare Toolkit.
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Get Your FREE Site >If an agent does not complete a 2025 onboarding invite by July 7, the onboarding invitation will be canceled
New sales incentives kicked off on July 1, and you have even more opportunities to bring home extra cash.
Evolve will allow users to seamlessly transition their current business
Email address will be deactivated as of August 31, 2025 and will no longer be monitored after that date.
Important D-SNP Plans Information | Preparing For AEP - Core And Retail Trainings
2026 Large Group Product Updates And Reminders
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.