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

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)


2019 Supply Pre-Orders:

Pre-order 2019 Enrollment Kits: Information Coming Soon

Pre-order Marketing Materials on the Toolkit: Information Coming Soon


Applications & Submission:

2018 E-Application Cover Sheet

2018 E-Application Agreement and Cover Sheet

COMING SOON – 2019 E-Application Cover Sheet

COMING SOON – 2019 E-Application Agreement and Cover Sheet


SOA Form:

2018 Scope of Appointment Form (must be logged in to view)

COMING SOON – 2019 Scope of Appointment Form


Seminars & Events:

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

2018 UnitedHealthcare Agent Marketing-Sales Event Checklist

2018 UnitedHealthcare NEW Event Request Form

2018 UnitedHealthcare CANCEL Event Request Form

2018 UnitedHealthcare CHANGE Event Request Form


Other Good Stuff:

2018 Where to Find UnitedHealthcare Sales Tools & Forms