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UnitedHealthcare: JarvisWRAP for October 2

October 2, 2023

You asked and UHC answered – Spanish-speaking PHD team

UnitedHealthcare is excited to launch a team of Spanish-speaking Producer Help Desk (PHD)sales support representatives for inbound calls! Based on helpful feedback from you, they are thrilled to be able to offer this support and help simplify your experience. 

You’re now able to connect with a Spanish-speaking PHD sales support representative by calling 1-866-235-5990 Monday – Friday 7 a.m. – 9 p.m. CT.  

To provide the best possible experience and expedite service during the busiest times, if all Spanish-speaking representatives are assisting other callers, you will be routed to an English-speaking representative. 

Get ready for AEP!

As part of the on-going commitment to deliver new tools and simplify how you access information, take advantage of our latest AEP resources on Jarvis.

  • Medicare Product Portal:  Finding, learning and comparing market-specific plan information is now easier than ever. Simply visit this one-stop shop to learn about 2024 Medicare Advantage plans. Navigate to: Jarvis > Knowledge Center > Medicare Product Portal.
  • AEP Selling Resources: Find the information you need and learn about UCard, Dental, OTC and more! Visit the redesigned page today to access quick reference guides and helpful resources. Navigate to: Jarvis > Knowledge Center > Selling Resources.

Medicare Made Clear AEP educational resources

Medicare Made Clear® offers a wide variety of tools and resources that can help you educate and inform prospects about their options during AEP.

Click the links below for additional help and consumer-facing information:

Want to learn more?

Visit MedicareMadeClear.com

Updated LEAN Voice Signature Job Aid

Scope of appointment (SOA) can no longer be taken verbally because of the Center for Medicare & Medicaid Services’ (CMS) new 48-hour rule, which says in most cases you must wait 48-hours after the scope of appointment is received before completing a voice signature enrollment. The LEAN Voice Signature Job Aid has been updated to reflect this change. Here’s where you can find it at: Learning Lab > Content Library > LEAN.

Learning Lab

New from training

Don’t wait until the end of the year –  register now for the live training sessions you plan to attend! The October,  November and December calendars are now available on Jarvis.

Be sure to review the Medicare Product Portal  course! This interactive self-paced eLearning will show you how to navigate  the tool, create customized product positioning sheets for your market and  more! Find the course and the downloadable job aids at: Learning  Lab > Content Library > Medicare Product Portal Course.

Training calendars

Renewal materials

Continue working with members you’ve previously signed up for a UnitedHealthcare Medicare Advantage plan. The following materials can help you maintain those relationships with current UnitedHealthcare members and encourage them to renew their coverage. You’ll find the following resources on the UnitedHealthcare Agent Toolkit: 

  • Member 2024 ANOC Relationship Letter - 24SPRJ75340
  • MA 2024 Support Healthy Actions Letter – 24SPRJ75341
  • Ancillary 2023 Benefits Cover Letter (to be used only for enrollments with 2023 effective dates) – 23SPRJ75342  
  • 2023 Ancillary Contact Info Sheet (to be used only for enrollments with 2023 effective dates)  – 23SPRJ74688
  • Thank You Card – SPRJ58645
  • Thank You Card + Envelope Spanish – SPRJ58645_SP
  • MA Member Birthday Card – 24SPRJ58646
  • Birthday Card + Envelope Spanish – 24SPRJ58646_SP

2024 Sales Materials are now available

The Agent Materials team is pleased to announce acquisition marketing materials for plan year 2024 are now available on the UnitedHealthcare Agent Toolkit. You will find Clarity materials, relationship building newsletters and cards, plan-specific benefit touchpoints, meeting invites and support materials, and more!

Make sure to check this section of the JarvisWRAP weekly for information about specific marketing materials. We’ll call out some of your old favorites and highlight new ones. To get you started, below is a list of meeting invite materials.

  • MA Meeting Invite Card - 24SPRJ81591 BACK BY POPULAR DEMAND
  • MA Meetings Postcard - 24SPRJ81628
  • MA Spanish Meetings Postcard - 24SPRJ81629
  • MA Informal Meeting Postcard - SPRJ55897
  • MA AEP Agent Meeting Postcard - SPRJ81170
  • MA Formal and Online Meeting Flyer - 24SPRJ58372
  • MA Pre/Post 65 Meeting Flyer - 24SPRJ64111
  • MA Veterans Meeting/non-Meeting Flyer - 24SPRJ81556
  • MA Pre/Post 65 Local Agent Ad (meetings on large ad only) - 24SPRJ56516
  • DSNP Meeting Postcard - 24SPRJ65033
  • DSNP GGG Meeting Flyer - SPRJ63771

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