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.
To view more images by this artist, click here