2019 UnitedHealthcare Product & Benefit Preview:

  1. Visit the Medicare Advantage section of our Products page by clicking here
  2. Scroll down to the Carrier selection box and select UnitedHealthcare (leave the state selection blank). Click Submit.
  3. Click UnitedHealthcare Medicare Advantage under the Product heading
  4. Click 2019 UnitedHealthcare Benefit Preview under Available Product Forms

 


2019 Certification:

2019 UnitedHealthcare Certification Walkthrough Video (must be logged in to view)

https://www.uhcjarvis.com – $50 discount off the AHIP (Total cost: $125)

  • UHC doesn’t require the AHIP, but it will transfer and satisfy the Medicare Basics, Medicare Advantage Plans, and Prescription Drug Plans portion of the certification.  Important:  You must transfer your AHIP completion BEFORE accessing the UHC training.  Failure to do so will result in your AHIP score being rejected.  After completion go to the home page and click – transmit to UHC.

Optum ID Walkthrough Video – Starting June 7, 2018, agents will need an Optum ID to log into Jarvis and LEAN, providing another level of security to the log in process and addressing new regulations that require a more robust authentication process for agent portals.

2019 UnitedHealthcare Certification User Guide

AHIP Video Walkthrough – How to access AHIP (without carrier sponsorship)

Annual certification cutoff date to receive renewal commissions: Information coming soon

Find local training events here

(NOTE: any agent who does not do certifications by the end of year will also be terminated for lack of certifications)

 


 

Applications & Submission:

Using the LEAN Online Enrollment Tool

2019 E-Application Cover Sheet – for submitting paper applications to the SMS Enrollment Department

2019 E-Application Agreement and Cover Sheet – for submitting paper applications to the SMS Enrollment Department

2018 eEnroll Application Cover Sheet

2018 eEnroll Application Agreement and Cover Sheet

 


SOA Form:

2019 Scope of Appointment Form

2019 Generic Version FILLABLE Scope of Appointment Form

2018 Scope of Appointment Form

 


Seminars & Events:

For event advertising flyers and letters visit UnitedHealthcare’s Agent Toolkit at https://www.uhcjarvis.com

UnitedHealthcare Agent Marketing-Sales Event Checklist

UnitedHealthcare NEW Event Request Form

UnitedHealthcare CANCEL Event Request Form

UnitedHealthcare CHANGE Event Request Form

 


Providers & Formularies

Provider Lookup – Log into Jarvis with your Optium ID. Once logged into the site hover over the enrollment tab and then click the “provider search” link.

2019 UnitedHealthcare Complete Drug List Formulary for MAPD Plans

 


Other Good Stuff:

UnitedHealthcare’s 2019 Comprehensive Formulary

Contact Information for UnitedHealthcare Ancillary Vendors (i.e. Hearing, Vision Care, Dental, NurseLine, etc.)

2018 Where to Find UnitedHealthcare Sales Tools & Forms

Health and Wellness Circle of Support Resources Client Flyer

2018 – 2019 UnitedHealthcare Commission Calendar