< Agent Blog
Jun
18
,
2024

Don’t miss out! New updates available in Jarvis now

June 18, 2024
UnitedHealthcare

Take your client service to the next level with Member Servicing Request Tool capability updates in Jarvis! Remember, now you can easily assist your clients with some plan changes and back-date plan terminations for AARP® Medicare Supplement Insurance Plans from UnitedHealthcare® , right at your fingertips.

Curious to try it out? Simply sign into Jarvis and navigate to your Book of Business page. From there, choose your client, and head over to the Service Request tab. Here, you can effortlessly submit a request alongside your client.

  • Back Date Termination: From your Book of Business page, start a service request by clicking on Back Date Termination to assist your client with a back date termination when their coverage overlaps with a Medicare Advantage (MA/MAPD) or another Medicare Supplement Plan.
  • Plan Change (Guaranteed Issue): From your Book of Business page, start a service request and click on Plan Change (Guaranteed Issue). You may assist your client with a plan change when they qualify for Guaranteed Issue, originally applied and were accepted for Plan G or D with a Level 2 premium rate and would like a plan that is available without underwriting for their situation.
  • These service requests require the member's or applicant's signature. You must submit these requests with your client, whether you are meeting in person or remotely. Your client must have an email address to complete the request. Follow the instructions provided on the service request. After submitting the request, your client will receive an email with a link to review, sign, and authorize the change.

And don’t forget! You can now easily change your AARP Medicare Supplement Plan commission preferences without calling the Producer Help Desk! In Jarvis, simply click on Manage Profile in the top right corner, choose Commission Preference in the left-hand menu and select when you prefer to receive your earned commission.

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Questions? Call us at 855-888-8326.

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