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UnitedHealthcare: Tips for AEP You Don't Want to Miss!

August 16, 2023

5 Quick Tips for a Successful AEP

5  Quick Tips for a Successful AEP

How can you make this Annual Enrollment Period (AEP) your best yet? Start the selling season strong with these 5 quick tips to prepare for a successful AEP with AARP® Medicare Supplement Insurance Plans from UnitedHealthcare®.

1. Make the  most of LEANTM

Did you know 82% of  enrollment applications come from LEAN?1 Just a few of the reasons why are because LEAN may provide a faster enrollment experience and minimizes the risk of inaccurate information compared to using a paper application. Read more great reasons to use LEAN.

2. Download marketing materials on the UHC Agent Toolkit

The UHC Agent Toolkit is  an excellent resource for materials you can use to promote yourself and help educate potential clients. There are multiple campaigns within the Toolkit, some have recently been featured in the monthly, “What’s on Toolkit," email. Be sure to check out the most recent edition here and watch your inbox every month to see What’s on Toolkit.

3. Use the Member Servicing  Request tool

Have you used the new  Member Servicing Request tool in Jarvis? The tool allows you to provide some important information for your clients with pending applications and request updates for their account on their behalf with a few simple clicks. Log in to Jarvis to try out this tool.

4. Access Leave-Behind Materials on the Sales Material Portal

Leave-Behind Materials provide detailed information in a quick, easy-to-digest format that  may help your clients and consumers choose an AARP Medicare Supplement Plan. Click here to learn more about 4 great Leave-Behind Materials to use this AEP.

5. Attend a training  

Whether you take in a training or chat session with your UnitedHealthcare sales team member for AARP Medicare Supplement Plans or sign up for a state-specific AEP rollout meeting, now is a great time to learn about new updates and enhancements for AARP Medicare Supplement Plans. Be sure to keep an eye on your email for upcoming AEP rollout meetings and see other upcoming trainings here.  

1Internal company data, June, 2023  


AARP endorses the AARP Medicare Supplement Insurance Plans insured by UnitedHealthcare Insurance Company or an affiliate (collectively “UnitedHealthcare”). UnitedHealthcare pays royalty fees to AARP for the use of its intellectual property. These fees are used for the general purposes of AARP. AARP and its affiliates are not insurers. AARP does not employ or endorse agents, brokers or producers.

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