You wanted it. You got it!
Now, when you log into Jarvis, agents can view electronic copies of your clients’ billing, underwriting*, and enrollment letters for AARP® Medicare Supplement Insurance Plans from UnitedHealthcare®.
You can view your clients' billing letters from the Book of Business page, in Jarvis. Simply search for your client and click on the member information tab. You will then be able to view your clients' electronic billing letters under Billing Letter History.
In addition to viewing your clients' enrollment letters, you can now see their underwriting* letters in Jarvis on the Application Status page. Once you have searched and selected your client, scroll to the bottom of the application detail and you will see your clients' electronic letters under Applicant Letter History.
Is it that easy to view these communications? YES! Log in to Jarvis now and check out these servicing options for your clients, available at your fingertips.
Check out the latest enhancements HERE, or view the new Member Servicing job aid in Jarvis > Learning Lab> Click Content Library > Medicare Supplement > Additional Resources > Ease of Business Job Aid.
Watch this Ease of Business video and see what else you can do in Jarvis!
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