UnitedHealthcare currently provides agents with access to their book of business (BoB) information on the Jarvis agent portal. After gathering feedback, UHC is excited to announce they are now offering Jarvis BoB access to agency partners as well.
This will give agencies the convenience of accessing member information to support retention efforts, outreach, marketing, and business planning. Please note, this message only applies to Medicare membership.
Important Details:
Since all levels in the hierarchy are going to have access to member information, we recommend coordinating member outreach with your upline or downline. As a reminder, any agent or agency contact must adhere to permission to contact requirements.
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