UnitedHealthcare is continuously working to improve their tools to support you and your growing business. The following enhancements have recently been made to LEAN Remote Signature:
Thank you for your business. UnitedHealthcare is proud to help you and members take full advantage of their plans and benefits.
*Please note, this information applies to LEAN for UnitedHealthcare Medicare Advantage and Part D plans only.
The live training sessions calendar for August is ready! Plan ahead and register for a class next month. Here are some upcoming sessions:
In addition, check out the new self-guided course, Jarvis: Agent Overview and Navigation, found on Learning Lab > Content Library > search term Jarvis > click on Jarvis Course. This course will be especially beneficial for new agents or those not familiar with the platform. It walks agents through navigating Jarvis and highlights some of the most-used functions.
Don’t forget to check out the other helpful job aids within the Jarvis Course on topics such as: Drug Cost Estimator, Medicare & Medicaid Eligibility Lookup, Book of Business and ordering member ID cards.
Connect with prospects who may qualify for a Special Enrollment Period (SEP)with the materials listed below that are available on the UnitedHealthcare Agent Toolkit.
Search by SPRJ number listed above.
The Medicare Supplement Clarity video outlines Medicare basics, how Medicare Supplement plans work and the benefits of an AARP Medicare Supplement Plan. Use this video during community meetings or one-on-one appointments with clients in conjunction with the Medicare Supplement Clarity Guide.
Search keyword: MS Clarity video
Express Security Code is a LEAN™ Enrollment Signature option for AARP® Medicare Supplement Insurance Plans from UnitedHealthcare®.
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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Disaster/Emergency SEP change rescinded, top Toolkit materials and more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.