

An upcoming update to LEAN will allow field sales agents to complete Voice Signature enrollments for plans using the Field Sales enrollment form. Agents will no longer use the Telephonic script for Voice Signature.
Once this update takes place, all future Voice Signature enrollments will have E-### confirmation numbers. As a result, Voice Signature applications will now be in the same “My Applications” page with agents’ other Field Sales enrollments.
With this change, however, field agents will lose access to applications completed with the Telephonic script. Once the update takes place, agents will not be able to access older Voice Signature applications with T-### confirmation numbers.
In order to avoid any disruption, please download any Voice Signature applications with T-### numbers that you need to retain by Sept. 14. You will also be able to request these applications from the Producer Help Desk (PHD) after the LEAN update takes place.
For LEAN training resources please visit Jarvis> Knowledge Center > Learning Lab > Content Library > LEAN >Additional References.
*Please note, this information applies to LEAN for UnitedHealthcare Medicare Advantage plans only.
Don't have a MedCareValue page yet?
Get Your FREE Site >
Read MoreThe podcast that brokers can’t stop talking about is back!
Read More2026 Medicare Advantage Star Rating Sheets and more
Read MoreThe New C-SNP Provider Verification Form feature in the Agent Portal — designed to make managing your C-SNP enrollments faster and easier!
Read MoreBroker Insights: The newsletter for all Medicare brokers - 11.1
Read MoreSSBCI verification status in Book of Business, updated Agent Guide and more
Read MoreOut-of-pocket medical costs can add up quickly when clients go into the hospital.
-01.png)
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.