Learn about the CMS call recording requirement for marketing, sales and enrollment calls you make or receive as a field sales agent. 

Series of trainings on the measurement and importance of Star Ratings to you, members and UnitedHealthcare.

This course provides a road map through the enrollment process, a handbook for the details and a job aid for Part B enrollment.

Training materials to help agents understand the conflict of interest annual disclosure and attestation process. 

Learn about Chronic Condition Special Needs Plans (C-SNP) and how these plans may help consumers with chronic health issues.

Learn about our Dual Special Needs Plans (D-SNP) and how you can assist consumers who might be a good fit for this plan type. 

This course presents the fundamentals of Low-Income Subsidy (LIS) and your opportunity to grow your book of business while assisting consumers with their unique needs.

This course provides you with an overview of Medicare Advantage (Part C) plans and benefits.

Check out this course for all your Medicare Supplement needs! 

These courses educate agents on how Medicare Advantage plans may benefit veterans and TRICARE for Life members. 

These modules will help you understand the basics of Medicare and UnitedHealthcare. This is a great place to start if you are a new agent.

Learn how to download a commission statement, navigate the statement and update your direct deposit.

This course provides an overview of sales activities that drive complaints to CMS, best practices to prevent complaints, and case studies to help you understand and avoid compliance risks. See "Additional References" tab for downloadable versions of job aids and to enable all features such as printing.

Learn how to deliver successful events both in-person and online. Topics include preparing for and starting your meeting, presenting the UnitedHealthcare plan(s) using features and benefits, handling questions, closing the meeting and additional resources available to help make your meeting a success in any environment.

The Health Assessment (HA) is a tool to help identify members that may bet high risk for inpatient hospitalizations, and those who may benefit from clinical programs.

Learn how to access Jarvis (our agent portal) and navigate all its functionality- from commissions to application status, training to communications and everything in between.

Learn how to use JarvisEnroll, your electronic enrollment tool.

Learn and practice how to navigate JarvisEnroll for AARP Medicare Supplement Plans in a training environment.

Learn how to access and engage with our Medicare Advantage portfolio and create customized product positioning sheets for your markets.

Check out a job aid that provides a summary of what’s change in the 2024 Enrollment Guide. 

Learn how to use the UnitedHealthcare Agent Toolkit to grow your business with pre-approved materials, many of which can be customized and/or personalized to meet your needs. 

Contains the Provider Search User Guide for medical providers, behavioral health providers, and ancillary benefit providers.