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.
As you prepare for the upcoming Annual Enrollment Period, make sure you are ready to maximize use of LEAN, UnitedHealthcare’s electronic enrollment tool supporting all Medicare plans, including Medicare Supplement. UHC has got you covered with a variety of opportunities to boost your knowledge!
The ever-popular “appreciation event flyer” has received a makeover and is now called the “special event flyer.” With refreshed images and updated branding, this flyer can be mailed or used as a handout to increase numbers at your upcoming events. It is available on the Agent Toolkit and ready for use.
Search by SPRJ number above or by keywords: special event
The Medicare Supplement Clarity Guide is used to educate your clients during virtual or in-person community, educational or one-on-one meetings. The guide includes information about Medicare basics, how Medicare supplement plans work and the benefits of an AARP Medicare Supplement Plan.
Search the keywords: MS Clarity Guide
Check out the AARP Medicare Supplement Plans Marketing Materials Catalog! Download it on the Sales Materials Portal and you’ll find marketing and communication materials designed to assist you with educating clients on AARP® Medicare Supplement Insurance Plans from UnitedHealthcare®.
To access the catalog, visit: Jarvis> Sales & Marketing > Sales Materials. Click on Order Materials under the Sales Materials Portal header.
The Federal Emergency Management Agency (FEMA) may have declared a weather-related emergency or major disaster in your state. Medicare beneficiaries affected may be 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 Agent Toolkit.
Don't have a MedCareValue page yet?
Get Your FREE Site >All it takes is 3 eligible applications to start earning
Key Changes to the 2025 MA and D-SNP Enrollment Kits: Effective Immediately!
Disaster/Emergency SEP change rescinded, top Toolkit materials and more
Learn about the changes to the Disaster/Emergency SEP, key details on selling D-SNPs and more
Review your State-Level D-SNP Enrollment at a Glance Guides to learn more about limited special circumstances SEPs.
Reminder On 2024 Prescription Data Reporting | Annual Group Information Webtool Update | Small Group Healthy NY Application & Forms Updated
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.