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Jul
17
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2023

UnitedHealthcare: JarvisWRAP for July 14

July 17, 2023
UnitedHealthcare

Updated Agent Guide on Jarvis

The updated Agent Guide is now available in the Knowledge Center. Look for updates in red and be sure to discard previous versions.

The Agent Guide is a comprehensive document that outlines UnitedHealthcare’s rules, policies and procedures. It provides you with resources on how to conduct business in an efficient and compliant manner. This guide contains answers to agents’ most frequently asked questions when it comes to doing business with UnitedHealthcare.

Access the Agent Guide

Resources to help you

As you prepare for the upcoming Annual Enrollment Period, make sure you are ready to maximize use of LEAN, UnitedHealthcare’s electronic enrollment tool supporting all Medicare plans, including Medicare Supplement. UHC has got you covered with a variety of opportunities to boost your knowledge!

  • Join a live training session: LEAN for MA/MA-PD on July 18 at 2:00 p.m. CT or LEAN for AARP Medicare Supplement Plans on July 25 at 2:00 p.m. CT.
  • View job aids, training videos and more in Learning Lab. Simply log in to Learning Lab, visit the Content Library and search for LEAN.
  • Complete hands-on practice before you submit a live application. Visit: Jarvis> Knowledge Center > Enrollment and scroll down to “Training Site.”

Special event flyers

The ever-popular “appreciation event flyer” has received a makeover and is now called the “special event flyer.” With refreshed images and updated branding, this flyer can be mailed or used as a handout to increase numbers at your upcoming events. It is available on the Agent Toolkit and ready for use.

  1. MA/DSNP Special Event Flyer English - 23SPRJ80705
  2. MA/DSNP Special Event Flyer Spanish - 23SPRJ81307

Search by SPRJ number above or by keywords: special event

Medicare Supplement Clarity Guide

The Medicare Supplement Clarity Guide is used to educate your clients during virtual or in-person community, educational or one-on-one meetings. The guide includes information about Medicare basics, how Medicare supplement plans work and the benefits of an AARP Medicare Supplement Plan.

Search the keywords: MS Clarity Guide

Access the Agent Toolkit

One catalog, numerous resources

Check out the AARP Medicare Supplement Plans Marketing Materials Catalog! Download it on the Sales Materials Portal and you’ll find marketing and communication materials designed to assist you with educating clients on AARP® Medicare Supplement Insurance Plans from UnitedHealthcare®.

To access the catalog, visit: Jarvis> Sales & Marketing > Sales Materials. Click on Order Materials under the Sales Materials Portal header.

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Special Election Period may be available to members affected by severe weather

The Federal Emergency Management Agency (FEMA) may have declared a weather-related emergency or major disaster in your state. Medicare beneficiaries affected may be eligible for a Special Election Period (SEP).

For affected areas and SEP dates, please visit Jarvis .For marketing materials that comply with CMS marketing requirements, please visit the UnitedHealthcare Agent Toolkit.

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