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UnitedHealthcare: JarvisWRAP for April 15

April 15, 2024

2025 MA and Part D Final Rule

CMS released the Contract Year 2025 MA and Part D Final Rule  on April 4, 2024, which outlines new guidelines for compensation to agents, brokers, Third-Party Marketing Organizations (TPMOs) and Field Marketing Organizations (FMOs). UHC is supportive of CMS’s goals of standardization and eliminating bias in agent plan recommendations to help consumers find the plan that best meets their health care needs.  

UnitedHealthcare knows that the final rule is generating a lot of questions. They are currently reviewing all 1,327 pages and will provide more information once their teams have had time to evaluate and understand all the implications. They look forward to sharing more in the coming weeks. 

Supporting Your Business

You work hard to build your business. Learn about the programs UnitedHealthcare offers to help protect it.

  • UHC knows how important your business is to you, which is why they have our Agent of Record (AOR) Retention policy. This policy honors your current member relationships including the renewal commissions. When an existing UnitedHealthcare Medicare Advantage (MA) member associated to an active selling agent enrolls in another UnitedHealthcare MA plan without a gap in coverage and without using a renewal-eligible agent, the active selling agent will remain their Agent of Record.* For the full list of eligible plans and details on AOR retention-eligible agents, visit the AOR section of the Agent Guide on Jarvis > Knowledge Center > Agent Guide.
  • Are you looking to exit the business and no longer service your members? UnitedHealthcare offers the Successor Agent program, which allows you to transfer a book of business to another agent or agency. If you want to transfer your business to a family member or if you are planning to retire, you can review the Agent Guide to learn more on Jarvis > Knowledge Center > Agent Guide.

*Qualifying Plans include UnitedHealthcare MA/MAPD non-SNP, D-SNP or C-SNP. Any other type of plan switch does not qualify for AOR retention, including Medicare Supplement Insurance, and Individual PDP. Note: Telesales-initiated renewals allow for AOR retention.

Updated Agent Guide on Jarvis

The Agent Guide outlines UnitedHealthcare rules, policies and procedures. It gives you information you need to help maintain and grow your business in an efficient and compliant manner. Wondering how to conduct member or consumer outreach? Need to know what to cover before you enroll a member and how you get paid? This guide answers those questions and more when it comes to doing business with UnitedHealthcare. Updated sections include:

  • Agent on-boarding and readiness
  • Marketing to consumers with impairments and disabilities
  • Agent of Record (AOR) retention
  • Glossary

For ease and convenience, all updates are noted in red font. Access the Agent Guide to learn more on Jarvis > Knowledge Center > Agent Guide.

Top 5 Agent ToolKit Materials

The UHC Agent Toolkit is your go-to resource for materials that help you find and connect with new consumers, and retain current members. You can access customizable materials for your market like Dual Special Needs Plan (D-SNP) Shopping Sheets, boost your online presence and go beyond flyers with our diverse readymade SEP Facebook campaign materials or order the Medicare Advantage (MA) Clarity Guides at no cost for your next in-person event. Not sure where to start? Check out the top 5 items downloaded in the first quarter of 2024:

  • 2024 OTC+ Benefit Catalog 24SPRJ82526 – Plan specific catalog that promotes covered products for members with the OTC (over-the-counter), OTC+Food or OTC+Food+Utilities benefit
  • MA/D-SNP Agent Business Card Magnet SPRJ64477 – Agent’s business card information on a magnet
  • MA Clarity Guide 24SPRJ81163 – This guide helps you walk through Medicare and Medicare Advantage when meeting with prospects
  • MA Shopping Sheets 24SPRJ63745 – Choose up to four plans to show a side-by-side comparison
  • Medicare Supplement Clarity Guide BK10002 – This guide provides information about Medicare basics, how Medicare supplements plan work, and the benefits of an AARP Medicare Supplement plans

Read the full article on Jarvis to find out the top 10! Access the UHC Agent Toolkit on Jarvis > Sales Tools > Sales Materials > UHC Agent Toolkit.

AARP Medicare Supplement Plan materials

Help educate your members and clients on the benefits of an AARP Medicare Supplement Insurance plan with materials available on the UHC Agent Toolkit. Below are customizable materials available at no cost to order and ship! These no cost materials are designated with an orange ribbon on the UHC Agent Toolkit. Search using keyword MS Free.

  • Medicare Supplement 80/20 Medicare Cost Mailer
  • AARP Medicare Supplement General Brochure
  • Medicare Supplement UHICA Appeal is Real Postcard
  • Medicare Supplement Clarity Guide
  • DVH Consumer Flyer

Stay up to date with trainings for AARP Medicare Supplement Plans

Whether you’re a seasoned agent or new to selling AARP® Medicare Supplement Insurance Plans from UnitedHealthcare®, there is a training available for you!

Join a session with one of UHC's knowledgeable Regional Directors of AARP Medicare Supplement Growth to get your questions answered or simply listen in to learn more.

Register HERE for upcoming state-specific* trainings such as:

  • Medicare Supplement Plans 101
  • Marketing and Growing Your Business
  • Q&A Chats
  • Leveraging Wellness Extras

*State-specific training is only available to agents authorized to offer AARP Medicare Supplement Insurance Plans from UnitedHealthcare and licensed in the state.

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Questions? Call us at 855-888-8326.

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