UnitedHealthcare: JarvisWRAP for September 16

The value of Chronic Special Needs Plans

UnitedHealthcare Chronic Special Needs Plans (C-SNP) are popular products and are designed to meet the needs of individuals with one or more of the following chronic conditions: diabetes, cardiovascular disease and/or chronic heart failure. Plan benefits include access to a unique drug formulary, lower copays compared to many non-SNPs and benefits designed to help members manage their health, like the OTC and Healthy Foods benefit. UnitedHealthcare is  expanding their C-SNP footprint for 2025 providing more markets access to this year-round selling opportunity.  

Learn more about our 2025 C-SNPs through these new resources:  

• View the C-SNP Quick Reference Guide on Jarvis to learn about the plan designs, enrollment process and more  
• Register for an upcoming 2025 Chronic Condition Special Needs Plan National Webinar

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2025 Agent Quick Reference Guides are now available

Get the latest on what’s new for 2025, key differentiators and more to help you prepare for conversations with your clients this AEP. You’ll notice a new look for the 2025 Agent Quick Reference Guides focusing on what is most important to you and your clients. For specific plan details, you can refer to the member’s Evidence of Coverage.

The following Quick Reference Guides are now available on Jarvis:

• OTC + Healthy Food + Utilities
• Dental
• Vision
• Hearing
• UnitedHealthcare UCard®
• New plan designs

And it doesn’t stop there. In the coming weeks, UnitedHealthcare will be releasing even more Agent Quick Reference Guides focused on topics that are most meaningful to you and your clients.

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LEAN no longer available

Effective 9/16/24 and moving forward, use your new, electronic enrollment solution, JarvisEnroll, for all Medicare Advantage, Medicare Advantage Prescription Drug and Medicare Supplement member applications!

September 16th will be the last day you can access LEAN to complete health assessments and in-process applications. Going forward, LEAN (desktop and mobile app) will be inaccessible.  

JarvisEnroll can be accessed from the Jarvis homepage (under Quick Access, click the star to bring it up to the top) or Sales Tools tab. Or you can start Medicare Advantage and Prescription Drug Plan applications directly from your favorite places on Jarvis, including the Medicare Eligibility tool or Book of Business member profile page! Please note, there is a separate link to Medicare Supplement JarvisEnroll.

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UnitedHealthcare honors your status with our Agent of Record Policy

The UnitedHealthcare Agent of Record (AOR) retention policy helps you maintain your current book of business, so you can dedicate more time to acquiring new clients and building your book of business.

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What is the policy?

Your AOR status will be retained when a member enrolls from one Qualifying Plan into another Qualifying Plan through a Direct to Consumer (DTC) sales agent or via web or paper application. Qualifying Plans include any UnitedHealthcare Medicare Advantage (MA), Medicare Advantage Prescription Drug (MAPD), Dual Special Needs Plan (D-SNP) or Chronic Special Needs Plan (C-SNP).

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How does AOR retention work?

If a UnitedHealthcare member enrolls from a Qualifying Plan into another Qualifying Plan through a Direct to Consumer (DTC) sales agent or via web or paper application without the assistance of a renewal-eligible agent any time throughout the year with no gap in coverage, the original AOR will be retained. The member’s new plan and effective date will be updated on the retained agent’s Book of Business report within 5 business days of the approved plan change application. Associated commissions will continue without interruption if eligibility requirements have been met. Agents must be an active selling agent and credentialed for the member’s new plan (e.g., appropriately licensed, appointed and product certified).

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UHC Agent Toolkit: 2025 MA Clarity Guide now available

Elevate your Medicare presentations at community meetings or during one-on-one appointments with the MA Clarity Guide! This essential tool breaks down the complexities of Medicare and Medicare Advantage, covering crucial topics such as eligibility, the variety of plan types and the enrollment process. It's also an invaluable resource for your prospects to take home, providing them with a reliable reference as they make informed decisions about their healthcare options. This year, UnitedHealthcare has made it even easier by combining Medicare Advantage, C-SNP and D-SNP into one streamlined guide. To get your hands on this resource, search MA Clarity Guide. Note, the Medicare Supplement Clarity Guide will be available in the coming weeks.

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UHC Agent Toolkit: Engage with your clients using prewarm materials

As we get closer to AEP, now is the time to get your name in front of prospects and continue to stay in touch with members. Search keyword prewarm to find materials on the UHC Agent Toolkit so you can use various touchpoints to stand out with clients.

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Online Medicaid Lookup tool update

UHC is continuing to restore the Medicare & Medicaid Eligibility Lookup tool on Jarvis for Medicaid eligibility verification. Before the Annual Enrollment Period (AEP), their goal is to restore access to all the states that were previously available.

Indiana and Kentucky are now available, as well as the states shown in light blue on the map below.

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Supporting your business with the Agent Guide

The Agent Guide is your resource to understand what you need to know to conduct your business. It lays out how to stay compliant and provides details to build your business with UnitedHealthcare. This guide is updated each month to ensure you have access to the most current information.  

Check out the important updates in red (effective Sept. 1) in the Agent Guide which include:

• Enrollment section: Informing agents of specific talking points about premiums, deductibles, copays, effect on existing coverage and other costs that must be discussed prior to enrolling a consumer  
• Enrollment Guidelines section: Noting that if a sales presentation turns into an enrollment, the agent must inform the consumer of the transition

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