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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.

 


SOA Form:

2020 UnitedHealthCare Scope of Appointment Form

 


Applications & Submissions: 

Paper Enrollment Application Submission Instructions

2020 UnitedHealthcare Paper Application

Using the LEAN Online Enrollment Tool

 


General Information: 

2020 SMS Application Agreement and Cover Sheet

2020 UnitedHealthcare Ancillary Benefits Reference Guide

 


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.

 


Seminars & Events:

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

Be sure to reach out to your Account Manager (accounts@smsteam.net) to utilize all the tools and resources available for event marketing, including connecting you to your local market UnitedHealthcare Representative for support.

How to Submit Events to UnitedHealthcare (UPDATED 9/26/2019)

Agents will need to initiate the process by logging into Jarvis. From there you will download the NEW event form request. PLEASE re-download this form each time it is needed need it. UnitedHealthcare is always updating this form and if someone uses a previously downloaded version then they will have to start over on the new form.

  • To download the form go to the Sales & Marketing tab
  • Then click the blue text “Sales Materials.”
  • Scroll down to compliance document and look at “Events”. Here you will see NEW “Event Request Form”

  • Once the excel sheet is filled out make sure your email server is open. If email is not open it will give you an error message.
  • Now for the change: The submission link has become extremely sensitive. The person filling out this spreadsheet HAS to submit it because the agent cannot do either of the following:
    1. Email it to anyone else (us, their upline, or even a UnitedHealthcare Rep.). This will break the submission link and an entire new document has to be started.
    2. You cannot copy text into the spreadsheet. Meaning, if someone else fills it out and emails it over, then you download a whole new sheet and try to copy the text over – this will also break the submission link and a new document will have to be completed.
  • After you click submit, an email will pop up that will has a send button, you will need to click send to submit the form.
  • Once submitted you will receive an email confirming the event was submitted or letting you know what needs to be corrected.

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

 


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

Be sure to reach out to your Account Manager (accounts@smsteam.net) to utilize all the tools and resources available for event marketing, including connecting you to your local market UnitedHealthcare Representative for support.

 


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