UnitedHealthcare: JarvisWRAP for September 2

Tip of the Week

As the Annual Enrollment Period (AEP) approaches, it's crucial to ensure you're certified to sell UnitedHealthcare Medicare plans, so you're ready to help your clients navigate the enrollment process and make informed decisions about their healthcare coverage. Reminder: If you have an agency, make sure you're logged in with your agent writing ID to access Certifications.

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Your September training recommendations

Make sure you're ready for the Annual Enrollment Period (AEP) by joining one of these national webinars in September:   

• 2026 AEP Retention Planning helps you develop a retention strategy that focuses on the AEP season and the resources and support UnitedHEalthcare has to help you.
• Make sure you know the 2026 products by attending one or all three of these product-specific trainings: 2026 Chronic Condition Special Needs Plans (C-SNP), 2026 Dual Eligible Special Needs Plans (D-SNP) and 2026 Part D Program.  
• Wellness Extras for AARP® Medicare Supplement Insurance Plans from UnitedHealthcare® provides details about current Wellness Extras availability and changes coming in 2026.
• 2026 Special Supplemental Benefits for the Chronically Ill (SSBCI) walks you through eligibility criteria, the verification process and the member experience so you can explain it to clients.
• Benefits of the Authorized to Offer Program and A2Oh! Rewards shows the advantages of being an Authorized to Offer (A2O) agent and how to earn A2O Elite status for AARP Medicare Supplement Plans including the opportunity to earn extra cash from UnitedHealthcare through A2Oh! Rewards Program.  
• 2026 Ucard Experience for Medicare Advantage Plans covers what you need to know about the UCard®, including: key features, activation, spending credits, earned rewards and more.

 Sign up today!

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2026 Medicare Plan Checkup now available on UHC Agent Toolkit

The Medicare Plan Checkup is back! This is a popular resource you can use with both members and prospects and it's available on the UHC Agent Toolkit. This resource is designed to help you ensure your clients are in the right plan that meets their needs. Use it as a conversation starter during your marketing appointments, review current coverage, highlight key benefits and ensure the plan fits their health care needs and budget.

And for 2026, UnitedHealthcare made the Medicare Plan Checkup even easier to use by making it interactive so you can edit fields within the resource. When you download the 2026 Medicare Plan Checkup, the fields within the PDF are editable so you can input information as applicable. Find it today on the UHC Agent Toolkit by searching with keyword "Plan Checkup."

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2026 Annual Notice of Changes letters arriving soon

The 2026 Annual Notice of Changes (ANOC) letters for Medicare Advantage members will arrive mid-to-late September, so now is a great time to schedule one-on-one marketing appointments with your clients and obtain scope of appointment to be ready when AEP marketing begins on Oct. 1. Remember: 2026 plan benefits cannot be discussed with members until Oct. 1.

To help you best support your clients, take advantage of all UnitedHealthcare's resources, like the 2026 Medicare Plan Checkup on the UHC Agent Toolkit (keyword: "Plan Checkup") or the 2026 AEP Retention Planning webinar on Jarvis. These resources are designed to help you support your clients as they plan for the next plan year.

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5 Steps to success this AEP

This year's Annual Enrollment Period (AEP) is coming soon! Now is a great time to explore tools and resources designed to help you educate and inform your clients on the full portfolio of UnitedHealthcare Medicare plans so they can choose the right coverage with confidence.  

Take these 5 steps to gear up and help make this year's AEP a win.

1. Get the AEP Playbook and Checklist: The 2026 AEP Playbook walks through the variety of tools and resources available to help you in AEP, while the 2026 AEP Checklist goes step-by-step to help ensure you're prepared to sell during AEP. Visit the Jarvis AEP Resources page now for these and more.
2. Review Quick Reference Guides: To find helpful information on specific topics like plan information, ancillary extras and member experience, check out the Quick Reference Guides on the References Guides page on Jarvis.
3. Search on-demand learning: There are many helpful resources available to you in Learning Lab. Browse anytime for on-demand training sessions, Job Aids and more on Learning Lab.
4. Attend live training events: There's still time to grow your knowledge of the full portfolio of UnitedHealthcare Medicare Plans. Attend a live webinar focused on retention or our 2026 products. Register today!
5. Find materials to help you connect with clients: Whether you're hosting a large meeting with dozens of prospects or having a 1-on-1 conversation with a client, the UHC Agent Toolkit has materials you can use to stay connected with UnitedHealthcare members in your book of business and engage potential clients. Access the UHC Agent Toolkit.

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HMO plans: Help manage care and costs

UnitedHealthcare Health Maintenance Organization (HMO) plans may help make managing health and costs easier. By selecting a Primary Care Provider (PCP), members may receive guided care and seamless referrals to appropriate specialists.  

Their HMO plans offer a comprehensive health care solution that combines ease, value and guidance. With access to a broad network of quality doctors and hospitals, members have access to coordinated and connected health care services. At the heart of this experience is a dedicated PCP who helps guide patients through their health journey, providing personalized support and direction.

Local agents play a crucial role in helping members select a PCP at the time of enrollment who can coordinate care.

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