The ANOC is one of the first key steps in the member’s planning process and often results in questions on the new plan benefits. Given the changes to the Part D program across the industry for 2025, it is likely that more members than ever before to have questions about their plans. UnitedHealthcare is here to help you support those conversations with new tools and resources.
Mark your calendars as ANOCs are set to start arriving as early as Sept. 3 through Sept. 30*. This is a perfect opportunity to check in with your clients to answer questions, make sure they are getting the most out of their current plan and understand any changing health needs. Take advantage of new resources on the UHC Agent Toolkit to support those important ANOC conversations.
You can also catch the latest live webinar, 2025 AEP Retention Strategy, to dive into key tips to help you create a plan to support and maintain engagement with your book of business throughout AEP. You’ll also hear about key tools to help you build a retention strategy and all the resources UnitedHealthcare has to support you.
*Note: Meetings (i.e. appointments) cannot take place until Oct. 1. Discussing 2025 plans, including changes communicated in ANOCs, cannot take place until Oct. 1. ANOC meetings/appointments are considered retention marketing by CMS; therefore, they cannot occur until Oct. 1 or after.
Agents can now escalate an issue with UnitedHealthcare Customer Service on behalf of a member* and track the status right in Jarvis!
Here’s how it works:
The first step in the process is to contact customer service. This can be completed either by the member calling the customer service number on their UnitedHealthcare ID card or by the agent calling PHD and selecting option 5.
If you cannot resolve the member question, you can submit an escalation request on Jarvis. Simply navigate to Book of Business > select the member > click on “Submit Member Escalation Form” under Quick Links. After submitting the form, you can track the status and see when the issue has been resolved by clicking on “Member Escalation Status” in the same Quick Links box in a member’s profile.
Don’t worry – if you don’t have Book of Business access, the downloadable form is still available for you to use on the Contact Us page.
Reminder: For AARP Medicare Supplement Plans, please use the Member Service Request Tool instead of the Escalation Form to request account updates and provide missing application information on behalf of your client. The Service Request Tool can be accessed via the Book of Business or Application Status page.
*Please note: This process applies to Medicare Advantage, Medicare Supplement and Part D Plans.
UnitedHealthcare has developed new resources to help support you when you are meeting with your members as they start receiving their ANOCs in September. Here are just a few of the new materials you can use:
Note: Remember to pay attention to the plan year when ordering materials that include benefit information.
Are you looking to give your clients an A-Z overview of Medicare and Medicare Supplement plans? Use the AARP Medicare Supplement sales presentation during one-on-one meetings or in larger group settings. Additional language options may also be available. Search using keywords sales presentation.
Get ready to boost your connections and bring your members closer to UnitedHealthcare by promoting UCard Member Week! From September 2-8, it's all about treating members to some fantastic perks and digital delights that focus on self-care. We're rolling out the red carpet to celebrate members' health and vitality with exciting discounts and special experiences. Here’s what’s in store for members:
To generate excitement and build loyalty with eligible members, be sure to promote the event in emails, on social media and in handouts using the UCard Member Week Flyer and social media posts. These pieces are available on the UHC Agent Toolkit! And be sure to encourage members to visit the dedicated landing page for more information about this event.
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Begin using JarvisEnroll today, so you’re ready when LEAN goes away. Thursday, Sept. 12 will be the last day to start an application in LEAN. Note: You will have access to complete their health assessments and in-process applications until Monday, Sept. 16. Take advantage of the JarvisEnroll training materials, 24/7, or register for a webinar.
Jarvis > Quick Access > JarvisEnroll
You may have recently received the annual News Flash in your inbox. In case you didn’t get to look at it, it contains all the latest Medicare Supplement news and helps you prepare for the Annual Enrollment Period. News Flash includes information about:
Dive into News Flash, today, to make sure you’re up to speed and ready to answer questions your clients may have about AARP® Medicare Supplement Insurance Plans from UnitedHealthcare®.
AARP endorses the AARP Medicare Supplement Insurance Plans insured by UnitedHealthcare Insurance Company or an affiliate (collectively “UnitedHealthcare”). UnitedHealthcare pays royalty fees to AARP for the use of its intellectual property. These fees are used for the general purposes of AARP. AARP and its affiliates are not insurers. AARP does not employ or endorse agents, brokers or producers.
You can now order 2025 Enrollment Guides for Medicare Advantage (MA), Medicare Advantage – Part D (MA-PD), Special Needs Plans (SNP) and Part D Plans (PDP). You must complete your 2025 UnitedHealthcare Certifications to be able to order.
Order by Sept. 1, to receive your Enrollment Guides by Oct 1. Orders placed after Sept. 1 may not be delivered until Oct. 10. You will be able to download Enrollment Guides PDFs on Oct. 1.
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