UnitedHealthcare provides important forms to simplify your work. Whether you're helping a member or preparing to host an event, find what you need here:
As a reminder, the Integrated Care SEP allows a once-per-month election for Full Dual eligibles (QMB+, SLMB+1, FBDE) to enroll into an Integrated Dual Special Needs Plan (D-SNP), where available. This SEP also has guidelines and state regulations that must be followed to stay compliant when choosing this SEP option.
Double check if your client qualifies for any other SEPs. If they do, consider whether another SEP is a better fit than the Integrated Care SEP. If the Integrated Care SEP is the best fit, remember these requirements to enroll in an Integrated D-SNP using this SEP:
Review the Selling D-SNP page on Jarvis for more detailed information about the Integrated Care SEP.
1 The state of Wisconsin considers SLMB+ a partial dual eligible.
2 AZ: Client must first select the UHC Medicaid plan before joining the UHC Dual Complete AZ-S001 plan (H0321-002-000).
3 FL: Client must first select the UHC LTSS Medicaid plan before joining the UHC Dual Complete FL-Y001 plan (H2509-001-000).
Use this 3-part postcard campaign to reach new consumers who may be eligible for a Special Election Period (SEP). Send each postcard a few weeks apart to introduce yourself, invite people to your meetings or events and clearly explain who is eligible to enroll in a Medicare Advantage plan using an SEP. Search keywords "SEP Drip Campaign."
The postcards are eligible for the USPS Every Door Direct Mail (EDDM) service for mail lists. To learn more, download the comprehensive EDDM Guide from the UHC Agent Toolkit under Support > Resources > EDDM Guide.
As a trusted advisor to your clients, you play an important role in helping them make the most of their plan benefits and extras. When you remind UnitedHealthcare Medicare Advantage plan members about these resources, you may help enhance their experience and retain their business.
Discounts: Eligible members have access to an exclusive collection of discounts through the member site, including health and wellness discounts. Additionally, by opting in and providing HIPAA authorization, members can access savings on hundreds of products and services like travel, electronics, restaurants and more.4
UnitedHealthcare HouseCalls: This is a yearly in-home health and wellness visit for eligible members. HouseCalls offers a convenient, personalized visit, including one-on-one time with a licensed healthcare practitioner at no cost to the member.5
Rewards: Eligible members can earn valuable rewards by completing certain health-related activities. If available, rewards will be loaded to the UnitedHealthcare UCard® to spend on eligible items like OTC products, gifts, groceries and more.6
To learn more, view the Quick Reference Guides on Discounts, HouseCalls and Rewards on Jarvis.7
Educate your clients about 3 key reasons why an AARP® Medicare Supplement Insurance Plan from UnitedHealthcare® may be valuable to them.
Explore helpful selling resources like the Med Supp Navigating Medicare Mailer with BRC on the UHC Agent Toolkit. Search keyword "Navigating."
The Agent Guide is your resource to understand what you need to know to conduct your business. It lays out how to stay compliant and provides details to build your business with UnitedHealthcare. We update this guide each month to ensure you have access to the most current information. Check out the updates in red in the Agent Guide, published to Jarvis on May 9, 2025.
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Additional updates related to OH HB315A and OH HB315B.
The launch of Flexible Choice Dental, Vision & Hearing (DVH) Plus insurance in CA, FL, IL, PA, and TX will now take place on May 27.
Changes to MA, D-SNP, and Medigap Application Process Beginning August 1, 2025 and additional updates inside.
Highmark will continue to keep you informed as information becomes available.
Marketing Materials Now On Sales Hub | Enrollment Kit Update | Holiday Closing Reminder
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