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UHC Jarvis login

Agents who are appointed to offer UHC/AARP Medicare plans can access many helpful tools in the UHC Jarvis portal.  In order to access the Jarvis portal, you must have a writing number and a UHC Jarvis login.

Do you want to add UHC to your appointments, click here to contact online with Crowe

Once you are in the portal, you can either sign in with your One Healthcare ID or register for a One Healthcare ID .  You can also login through the One Healthcare mobile app.

To learn more about the mobile app, click here.

When you get to the Home page, you will see a menu at the top of the page.  If you hover over the items, you will see a drop-down menu with several options for each category.

Sales Tools

In this section you have the following options:

Sales Materials with this tab, you can order or download applications or enrollment guides.

Medicare Medicaid Eligibility lookup.

Plan Search with this tab, you have the ability to look up available plans in an area once you enter a zip code.

LEAN is an online enrollment HUB.  LEAN includes a scope of appointment and voice signature options for applications.  There are also tools to lookup providers and medications.

Marketing Resources includes forms for events including new event request and cancellation forms.  There are also a marketing sales event checklists as well as sample verbiage.

Application Status

This tab is pretty self-explanatory.  Once you are in this screen, you can view a list of clients and see details of their application and enrollment.  This includes their member ID.

Commissions

Commissions Search this tab is useful for both agents and agencies. Run a report by agent and date.

Statements and More use this tab to download statements by date.

Commissions Calendar view the calendar and to see when commissions are set to be paid each month.

Direct Deposit access your direct deposit information and update it when necessary.

Assignment of Commissions this tab allows you to download an assignment of commissions form as well as view a FAQ sheet.

Release view instructions for releases.

1099 instructions to get a copy of your 1099.

Successor Agent this area is used for the transfer of both members and commission payments.

Book of Business

Use this tab to view a complete list of your clients.  Agents can apply filters to narrow down their search by area, status or name.

The final tab is Knowledge Center

Medicare Product Portal view the UHC product portfolio and search for available plans in a specific market area.

Training and Certifications form here you will access the Learning Lab where you can view product training and continuing education resources.

Agent Guide this area provides rules, policies and procedures for marketing UHC products.

Portfolio Overview view all the plan types UHC offers.

Selling Resources from here, you can access resources and product guides to find out what’s new and what benefits members can expect.

Enrollment Resources here you will access LEAN (The Landmark Electronic Application Navigator).  This tool makes enrollments quicker and easier. LEAN supports all Medicare Plans, including Medicare Supplement. Agents can use LEAN as a website on either desktop or laptop as well as mobile app for iOS and Android tablets.

Agent News View special election periods as well as several other announcements.

Member Experience in this tab you can view examples of common communications members receive from the plan based on the plan type.

Compliance Access resources for CMS sales and marketing compliance information.

Forms agents can easily find forms for events, scopes, PTC, commissions or other forms pertaining to specific plan types.

Click here to watch a quick YouTube video on the scope of appointment rules

FAQs learn how to find anything you need in Jarvis.

The top of the Home page shows enrollment statistics

View at a glance, how many applications are pending, how many have been approved in the last 60 days and how many active members you have.  There are links to view clients in each one of the categories.

There is a scrolling news feed with recent information as well as a plan finder and application status tool.  The center of the screen provides quick links to tools such as:

Medicare & Medicaid lookup

LEAN

UHC Agent Toolkit

Book of Business

Prescription Drug Lookup cost estimator

Pharmacy Finder

Dental Provider lookup

Medical Provider lookup (Rally)

Renew Active Fitness locator shows locations of clubs, classes and provides information for members to join a Fitbit community etc.

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UHC Care Advantage IESNP Prequalification

• If the member is dual or has any level of drug help, they MAY automatically qualify for the plan.  Please do not assume they qualify.  Check Jarvis to see if they show as eligible.
• If the member does not show as eligible in Jarvis, you will need to have them do the WellSky assessment call to see if they qualify.   It is very important the Wellsky assessment is done before you submit the application.  Once the assessment is completed you will get a notice stating if they are eligible or not.  If eligible, you can submit the application.
• This plan is available to anyone that can qualify either by having some level of help (MAKE SURE TO CHECK JARVIS TO SEE IF ELIGIBLE) or if they don’t have drug help, they can qualify through the Wellsky call.
• You can put a full dual or someone with any level of help in this plan, but the more obvious candidate would be someone on drug help only or someone that has no help at all.  The benefits of the plan will look far superior to the benefits of any non-dual MAPD plan.  It is also a very good Medicare supplement replacement option given the low MOOP of the plan ($1,600 in most states and as low as $500 in some)  This is especially true in states with high Medicare supplement rates like NY and CT.

UHC Care Advantage IESNP Prequalification – Broker Eligibility

Webinar training

ISNP United Healthcare

If you are a Medicare agent, you have probably heard about the ISNP United Healthcare or (UHC IESNP) product.  Fortunately, this product is now available exclusively to Crowe and Pinnacle agents & agencies.

The UHC IESNP is now commissionable to our partners!

This is a great opportunity to our agents as it covers both dual and non-dual members either at home or institutionalized.  The UHC IESNP plan offers benefits that rival the best dual plans.  Clients are quickly and easily approved

Now is the time to get appointed to sell!

Why sell

This plan is available in the following states:  NY, NJ, PA, FL and CT and will be expanding into over 20 more states by the end of August. 

See link below for coverage areas:

IESNP coverage area map

Please check the list of ADLs (basic things you need to do to survive and be well) below:

Find out about upcoming webinars, zoom and agent events

Click here for more plan & training information

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UHC IESNP Plan

The UHC IESNP Plan is a 5 Star Medicare Advantage PPO plan.

It is important to note; the only agents/agencies who are eligible to offer these plans to clients are Pinnacle/Crowe agents and agency partners of PFS/Crowe.

See below for some examples of who can qualify for this plan:

◦Special Needs Plan available to institutionalized people and those that require assistance with activities of daily living

◦Assisted Living, Home Healthcare, Memory Care or Independent Living

◦Dual and non dual members

◦Can be sold to members at home who qualify based on needs

◦Difficulties performing ADL’s (eating, bathing, getting dressed, toileting, transferring and continence

◦Inability to perform IADL’s:  Basic self-care tasks:  Examples:  housekeeping, managing money, food preparation, managing transportation, managing medications, etc.

Before enrolling a client in this plan , you must verify eligibility:

1.  The first place to check if your client is eligible is on the UHC Jarvis portal
2.   If you cannot determine eligibility, you will go to Wellsky, a third party TPA vendor, and they will conduct a phone verification with the individual.

Some of the key benefits of this plan are:

1.  This is a 5 star plan
2.  Plans include access to in-person (at home or a facility) care from a UHC employed nurse, nurse practitioner or PA as well as a care coordinator
3.  The maximum out of pocket cost is between $1,500 and $1,600 (this is based on the state).
4.  There is a $2,400 to $3,500 dental benefit included
5.  The over the counter benefit is between $140 and $200 per quarter
6. Hearing benefit of $2,000

Click here to see everything you need to know about the IESNP plans

In order to sell these plans, you must complete a separate certification:

The first step is to use the link below to view the training video.  Once you have finished, make sure you scan the QR code using your phone’s camera.

Click here for UHC Assisted Living Plan Training – IESNP training page .  Please note; you must be logged into the PFS site to access the video.

Once you complete the first step, you will receive a notification and in a couple days, the certification will be loaded into your Jarvis portal.  You will find it in the invitation only section of the knowledge center.

Additionally; this plan pays standard UHC Ma plan commissions.

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UnitedHealthcare Assisted Living Plan

Sometimes, despite best intentions and desires to live independently, beneficiaries have to rely on assisted living institutions to best provide their loved ones with the healthcare and services that they need. These institutions can be prohibitively costly, which puts more stress on an already often-difficult decision for beneficiaries or their loved ones to make. This is why the ISNP exists – the ISNP is an institutional special needs plan. These plans provide insurance coverage for beneficiaries who will need, for a period of 90 days or longer, care that exceeds what a reasonably skilled nursing facility or an inpatient intermediate care facility.  Marketing of the UnitedHealthcare Assisted Living Plan is an exclusive offer with us! 

Major insurance carrier UnitedHealthcare has released an ISNP called the UHC Assisted Living Plan. It is a five-star Medicare Advantage PPO (preferred provider organization). Beneficiaries can be eligible for this plan if they are in assisted living facilities, independent living, congregate housing, and memory care units.  Even those receiving care at home qualify. It is also available to dually enrolled beneficiaries.

The ISNP is meant to assist those who need help with what are known as the “activities of daily living,” which include housekeeping, food preparation, money management, transportation, or medication management and administration. UnitedHealthcare’s ISNP has a clinical component that other ISNPs lack – there will be a physician’s assistant, nurse practitioner, or nurse on site to provide care to members of the plan at no additional cost to the beneficiary. This is beneficial for the facilities as well as the beneficiaries.  It increases the average stay of the beneficiary by six months while increasing the quality of care at the same time.

United HealthCare contracted (Wellsky) as a third party.    Wellsky conducts a phone assessment to determine eligibility.

Licensed Medicare agents

In order to sell this plan, agents need to complete an additional certification and training.  Exclusive training will familiarize agents with all the components and properly represent the benefits of this ISNP.

Learn what working with one of the top FMOs gives you. 

Keep up with all of our current events by clicking here. 

Free leads!

Ready to contract?   GET APPOINTED NOW WITH THIS EXCLUSIVE PLAN.

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