UnitedHealthcare: JarvisWRAP for January 16

Care members can count on

For Jocelyn Josef, an agent in Temple City, CA, member phone calls are an essential January activity. “The courtesy call is a big deal,” Jocelyn said. “Members feel confident that they’re with a company that has agents who actually care for them.” And it pays off in her book of business! Jocelyn had three enrollments this week from referrals, which she attributes to her January phone call.

Stephanie Frisch, a broker in San Juan Capistrano, CA, sends emails in January to her book of business. Her emails include information on when the UnitedHealthcare UCard® and Over the Counter (OTC) catalog will arrive, reminds members to activate their online account and highlights the uses of their new UCard. She also uses a robust contact management system to track details from member conversations so she can add personal touches and build stronger relationships.

Read more tips and tricks from Jocelyn and Stephanie on Jarvis.

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New year, new coverage

We’re two weeks into 2024, and if you haven’t already, now is a great time to reach out to your members. Whether it’s a courtesy call like Jocelyn or an email like Stephanie, a New Year check-in with your members is an opportunity to answer questions and continue to build relationships and loyalty.

Not sure where to start or what to cover? Start by encouraging members to complete their Health Assessment, which may help identify needs and connect them with personalized resources. Members can complete the voluntary Health Assessment, at no additional cost, by logging in to the Member Portal > Health & Wellness > Health Assessment. Members enrolled in an AARP® Medicare Supplement Insurance Plan from UnitedHealthcare® may also access the Health Assessment directly, here.

Members may be contacted by phone call or mail about their Health Assessment. Depending on plan type, that outreach will be conducted as follows:

Medicare Supplement:

Members enrolled in an AARP® Medicare Supplement Insurance Plan from UnitedHealthcare® may receive a mailing or phone call from UnitedHealthcare with the opportunity to complete their Health Assessment. The phone call will come from telephone numbers: 978-802-3053 (New York residents) and 978-802-3052 (all other states). Please note, agents can encourage their clients to complete the health assessment but cannot assist them. Note: The AARP Medicare Supplement Plan Health Assessment is voluntary and members’ responses will be kept confidential.

Medicare Advantage*:

Please note, if a Health Assessment was not completed at the time of enrollment, MA members will be contacted by an Interactive Voice Response (IVR) phone call or mail 30 days after their effective date, and SNP members will be contacted 15 days after their effective date. Please encourage members to complete their Health Assessment. Members’ responses will not affect their plan benefits.

_{*Medicare Advantage (MA) plan, Dual Special Needs Plan (D-SNP) and Chronic Special Needs Plan (C-SNP) members.}

_{AARP Medicare Supplement Insurance Plans: 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.}

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Reminder! 1099 Forms

A few 1099 form reminders as we begin the new year!

• Electronic 1099 forms will be available on or before Jan. 31
• Mailed 1099 forms are postmarked on or before Jan. 31
• 1099 Frequently Asked Questions is available on Jarvis > Commissions> Statements and More > 1099 > 1099 FAQ

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Supporting your clients through their post-enrollment experience

The post-enrollment experience is an important time for you to support your clients who enrolled in an AARP® Medicare Supplement Insurance Plan from UnitedHealthcare®. The information and resources below may help you stay in touch to provide great service and support.

The Post-Enrollment Frequently Asked Questions (FAQ) document is designed to help you engage clients in key conversations and stay connected. Take a look at the FAQ document, accessible via Jarvis > Knowledge Center > Member Experience > Medicare Supplement > New Member Experience – Additional Agent Resources.

Plus, keep in mind that your clients who enrolled in an AARP® Medicare Supplement Insurance Plan, insured by UnitedHealthcare® Insurance Company (UHIC plans), receive wellness extras at no additional cost.¹ You can help them get the most out of their plan by keeping in touch to ensure they are able to access the wellness extras that may include Renew Active® by UnitedHealthcare, Fitbit® community, AARP® Staying Sharp® and more! Learn more about wellness extras available by state via Jarvis > Knowledge Center > Portfolio Overview > Medicare Supplement Plans > Wellness Extras.

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^{1 These are additional insured member services apart from the AARP Medicare Supplement Plan benefits, are not insurance programs, are subject to geographical availability and may be discontinued at any time. Note that certain services are provided by Affiliates of UnitedHealthcare Insurance Company or other third parties not affiliated with 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.}

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Over the Counter Benefit Catalog

The 2024 Over the Counter (OTC+) Benefit Catalog is now paperless and available online in both English and Spanish from the UHC Agent Toolkit. The catalog is also available for members on their member site. To locate the Benefit Catalog on the UHC Agent Toolkit, search by the SPRJ numbers listed below.

• 2024 OTC+ Benefit Catalog English 24SPRJ82526
• 2024 OTC+ Benefit Catalog Spanish 24SPRJ82526SP

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Medicare Supplement Value Added Services brochure

Help both current members and prospective clients learn about the exclusive services and discounts included with AARP® Medicare Supplement Insurance Plans. The Med Supp Value Added Services Brochure outlines the following benefits and more! (Benefits available in most states)

• Gym membership
• Hearing discounts
• Vision discounts
• Dental discounts
• 24/7 Nurse line

Search keyword: VAS

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Updated Agent Guide on Jarvis

The Agent Guide is a comprehensive document that outlines UnitedHealthcare 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.

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