2020 Plan Year Info ↓

2020 UnitedHealthcare Certification:

Opens July 1st, 2019

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

Click here to access the 2020 Certification Walkthrough Video  |  Password to access video: UHC2020

Download the UnitedHealthcare 2020 Certification User Guide


2020 UnitedHealthcare Product & Benefit Preview Webinar Recording

2020 UnitedHealthcare Product Preview from Senior Marketing Specialists on Vimeo.


2019 Plan Year Info ↓

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)

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

Renew Active Resources – Why Renew Active, Agent Info Sheet  |  Sales Agent Flier  |  Talking Points