Good news! UHC has improved your book of business (BoB) experience on Jarvis. Moving forward, you’ll notice they have added new fields when you download a BoB report. These fields may include agency hierarchy levels associated with members in your BoB– National Marketing Alliances (NMA), Field Marketing Organizations (FMO), Master General Agencies (MGA), General Agencies (GA), etc. – and National Producer Number (NPN) for identification purposes.
To support member retention efforts, outreach, marketing and business planning, they are also providing your upline(s) access to their BoB(s).UnitedHealthcare is excited about these improvements and the added value they’ll bring. Check out your BoB by visiting Jarvis > Home page or Jarvis > Tools > Book of Business. Download a report to see how these changes can help you, and look forward to further enhancements that will continue to bring you value!
Please note, Jarvis BoB reports are confidential and proprietary information of UnitedHealth Group. Do not distribute or reproduce any portion without the express permission of UnitedHealth Group.
At UnitedHealthcare, the safety and security of members’ information is their number one priority. To that end, they are excited to announce that they have launched the first phase of the Jarvis Notification Center!
The following is a list of the notifications you may receive.
You will continue to receive notifications as needed related to sales operation updates.
Medicaid redetermination is the process through which states redetermine an individual’s Medicaid eligibility. Medicaid recipients deemed ineligible will have their Medicaid benefits terminated.
The following states may terminate members’ Medicaid benefits starting on July 1, 2023:
For state-specific information, please visit your state’s department of health website.
You can learn more about redeterminations on the D-SNP section of the Jarvis member communications page.
The July schedule of live training sessions is now available. Download the schedule to view and register for over 40 engaging Zoom sessions! The July calendar will feature many of UHC's standard trainings for Medicare Advantage and Medicare Supplement, but with an additional focus on new agents. Below are some trainings that will be especially relevant to new agents.
New Agent Orientation: This training will help support your journey to sales success and includes an overview of UnitedHealth Group, cultural values, the evolution of Medicare and resources available to agents, such as Jarvis, Learning Lab, LEAN, UnitedHealthcare Agent Toolkit and more. (Offered twice a week in July)
Jarvis: Take advantage of Jarvis, your agent portal! This live demonstration will walk you through access, navigation, features and functions, including: how to register for national live training sessions, current news, provider search tools, application status, commissions, communications, eligibility tools, plan details, market demographics and more. (Offered once a week in July)
Election Periods: Enroll consumers in the right plan at the right time! This training will review the MA/MA-PD foundations of election periods, details of commonly used election periods, scenario-based examples, training resources and best practices for successful enrollments. (Offered once a week in July)
Dental coverage is important. Use the following flyers from the UnitedHealthcare Agent Toolkit to start conversations with prospects about dental benefits. You can hand them out at meetings and events or drop them in the mail. You’ll leave them smiling after you tell them about dental benefits!
Search by SPRJ number above.
Help your prospective clients and members learn about the exclusive services and discounts included with AARP® Medicare Supplement Insurance Plans. The Medicare Supplement Value Added Services Brochure outlines the following benefits and more! Benefits that are available in most states include:
Search keyword: VAS
Don't have a MedCareValue page yet?
Get Your FREE Site >Multi-Year Guaranteed Annuities (MYGAs) are a favored choice for individuals looking to safeguard their savings while still achieving investment growth.
UnitedHealthcare is excited to remind you that all Tops Friendly Markets are live on the S3 retail network
Cigna's Medicare Advantage ID cards will be changing for 2025 plan year effectives.
Devoted Health is thrilled to announce a significant update to their Broker Learning Center has gone into effect.
Over the past several weeks Highmark has shared links and resources designed to ensure you're ready to sell this AEP and OEP.
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.