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UnitedHealthcare: JarvisWRAP for September 11

September 11, 2023

New! Plan naming system

When it comes to Medicare plans, names mean a lot. UHC has heard from members and agents that their plan names were confusing and used inconsistently across the national footprint. In some cases, plan names even left out one of the most important identifiers for their plans—the use of “UnitedHealthcare” or, now, “UHC.” The current system also resulted in more than 10% of their portfolio requiring plan name changes every year.

That’s why they set out on a journey to create a new plan naming system that is clear, consistent and simple. Consumer, broker and agent feedback and research was a critical part of helping them understand the problem and identify a solution that would create a more consistent and intuitive experience for both members and agents. This standardization also helps set them up for success and plan name consistency in the future as their portfolio of plans continues to grow.

Now, instead of including abstract words like “Plan 1” and “Plan 2” that did little to tell a consumer or agent what to expect out of a plan, you will see a structure that has core elements carried across plan names (a few exceptions apply):

  1. Most plan names will start with the carrier brand (e.g., UHC) or in some instances AARP. In the instance of AARP, a UHC reference of “from UHC” will be added after the Product Type to better tie the brands together.   
  2. Where a partner brand exists, like Sharp, Preferred Care, etc., it will appear after the carrier brand.  
  3. The next element is the Product Type of Medicare Advantage or Dual Complete.  
  4. After Product Type is a Plan Identifier using an alphanumeric code that will be unique to each plan.  
  5. Finally, the plan name will end with the plan type, which is required by CMS.

And for the first time ever, they abbreviating “UnitedHealthcare” to “UHC” in plan names to help reduce space, make it easier to read some of the longer plan names and align to the evolution of the brand.

You’ll see this change in standard Medicare Advantage plans, special needs plans and Part D plans. This change does not apply to Medicare Supplement Plans which already include reference to AARP, Medicare Supplement and UnitedHealthcare.  

To see the new plan names in action, check out the quick reference guide. You will see references on the Enrollment Guide covers as well. If you have questions on your specific plan name changes, please reach out to your market growth manager or market growth director.  

Your experience in selling our plans is important, which is why UHC used feedback from the agent and broker community to help them create this plan naming system.

Updated Agent Guide available 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.

Read the Agent Guide    

Ease of access on Learning Lab

Finding key resources is now easier on Learning Lab. Now, when you log in you will see two tabs at the top linking to some of our most popular content.

  • 2024 Certification Study Guide: This isn’t just for when you are taking your certifications but is a great reference all year long. If you encounter questions during the selling season, simply open it up and find the answer! Don’t worry – it won’t affect your certifications or make you retake the test.
  • Election Period Booklet: This resource gives you all the details about election periods. Access information like cheat sheets on the election periods, weather related Special Election Periods and charts allowing you to find the election period that’s right for a consumer.

Visit Learning Lab    

Wedding Invite –it’s back and better!

The beloved “Wedding Invite” will be back for Plan Year 2024. This is a folded, card-style meeting invite with the option to send in an envelope with or without teaser text. It stands apart from meeting flyers and postcards because of the look and feel – hence the nickname, Wedding Invite.

You’ll find it on the Agent Toolkit Oct. 1, by searching SPRJ81591 or MA Meeting Invite Card. Use the Toolkit Mail List Request (MLR) functionality to send your invitations out quickly. Be ready to greet your prospects at the door!

AARP Medicare Supplement sales presentation

Are you looking to give your clients an A-Z overview of Medicare and Medicare Supplement plans? Use the AARP Medicare Supplement sales presentation during 1:1 meetings or larger group settings. Additional language options may also be available.

Search keywords: sales presentation

UnitedHealthcare Agent Toolkit

Dental, Vision, Hearing Plans (DVH) from UnitedHealthcare®

Learn about UnitedHealthcare®, Dental, Vision, Hearing Plans(DVH) which are launching soon!

Read more    

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