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UnitedHealthcare: JarvisWRAP for March 11

March 11, 2024

New training series: Grow your Business with UnitedHealthcare

The training team is excited to launch a new series called “Grow your Business with UnitedHealthcare.” The series focuses on developing skills and techniques to help agents grow their UnitedHealthcare Medicare business. It’s an ideal training for any agent – no matter where you are in your journey. Attendees will have the opportunity to engage with the content, facilitator and their peers!

Two training sessions were launched as part of this series. They are Find and Engage Consumers and Grassroots Marketing. Take a look at the March live training calendar to sign up!

  • Find and Engage Consumers: This session will help build your understanding of who Medicare Eligible consumers are, where they are, how to start the conversation and provide training resources to guide you. March 14 and 29
  • Grassroots Marketing: This session will help you understand Centers of Influence and Community and Provider Outreach, how to build your marketing plan and provide training resources to guide you along the way. March 11 and 28

Additional Grow your Business with UnitedHealthcare training sessions will launch soon, so be sure to check the National Training Calendar or JarvisWRAP for new releases.

Experience the Book of Business benefits 

Unlock the full potential of your business with UnitedHealthcare’s powerful resources, including the Book of Business (BoB) tool. Through detailed reports on agency hierarchy levels and member data, this tool can help you improve member retention and outreach, optimize your marketing efforts and support you in meeting your sales goals!

Help give your business the competitive edge it needs by accessing your BoB feature today. Download the report and see the positive impact these efforts can have on your success. To access BoB, navigate to the Jarvis homepage and click Book of Business in the blue navigation bar at the top of the page.  

Please note, Jarvis BoB reports are confidential and proprietary information of UnitedHealth Group. Do not distribute or reproduce any portion without the express permission of UnitedHealth Group.

UHC Agent Toolkit

UHC is here to help you expand your reach and increase your visibility by promoting your business on multiple platforms. With the UHC Agent Toolkit, you can leverage a variety of items including print collateral, social media content and banner ads. Visit the UHC Agent Toolkit to find:

  • Print ads - search by PY24 Print
  • Facebook posts - search PY24 Facebook
  • Banners - search by PY24 Banner

AARP Medicare Supplement I’m Your Local Agent campaign

The “I’m Your Local Agent” materials on the UHC Agent Toolkit are a great resource to help promote yourself as a local Medicare partner in your area. The newly redesigned I'm Your Local Agent campaign includes a flyer, letter, postcard and digital ad; plus select pieces can be customized to feature meeting information. To find these materials, visit the UHC Agent Toolkit and keyword search local agent.

Updated Agent Guide on Jarvis

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

View Details >View Details >

Questions? Call us at 855-888-8326.

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