< Agent Blog
May
03
,
2023

Coming soon! A New Jarvis Experience

May 3, 2023
UnitedHealthcare

Servicing your clients in Jarvis is about to get easier

On May 10, 2023, you will see a new way to help service your clients in Jarvis for AARP® Medicare Supplement Insurance Plans from UnitedHealthcare®. This new enhancement will allow you to update your clients’ account information directly in Jarvis with just a few clicks. That’s right, no more submitting forms for some basic information changes! Through a few simple steps, you will be able to make the following changes:

Changes for Existing Members

  • Change the date of birth
  • Change smoker status
  • Correct information submitted correctly on the application but is not displaying correctly in Jarvis
  • Change a phone number
  • Change an address

Changes for Applicants with Pending Applications

  • Provide the missing Medicare Part A or Part B effective date
  • Provide the missing AARP membership number
  • Provide a missing phone number
  • Change the requested plan effective date
  • Provide the missing date of birth
  • Withdraw a pending application
  • Change the requested plan selection (pending application)

This is the latest enhancement in UnitedHealthcare’s effort to improve what we do and make Jarvis easier to use when servicing your clients.

Be on the lookout for emails that detail the step-by-step process and upcoming trainings!

View Details >View Details >

Questions? Call us at 855-888-8326.

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