United HealthCare Jarvis Updates
Technology is more important than ever for building a successful agency or brokerage. The technology that is readily available now includes multiple portals, comparison tools, and platforms for enrollment. Some insurance carriers offer specific platforms to their agents, and some even offer access to their agencies as a whole. The 2023 United HealthCare Jarvis updates include the following.
One of these platforms is called Jarvis. Jarvis is a strategic online platform for brokers and field sales agents. Those who use it get full views of plans, benefits, and multiple other tools and functionalities to manage their accounts. Jarvis is the platform used by UnitedHealthcare, one of the nation’s largest carriers.
Recently, the company put out a statement to their agencies announcing that they will offer Book of Business access on Jarvis for their agency partners as well as their agents. This move will give agencies a convenient way to access member information. Access to member information is vitally important to support retention efforts, outreach, marketing, and general business planning.
United HealthCare Jarvis Updates – More Information Provided
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Find a Medicare member’s information if they are receiving commissions from their interactions with that member
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View up to 2,000 records, search for specific members, and export detailed reports using Microsoft Excel
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See upline and downline hierarchy information
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View a member’s profile page in order to assist with servicing them (actions like ordering ID cards, etc.)
Solicitor agents will not be granted access to the Jarvis Book of Business under this new move. All partnered agents and agencies must still adhere to the permissions to contact requirements from the Center for Medicare and Medicaid Services (CMS). Future effectives will only appear in the Jarvis Book of Business once their initial agency commissions are paid or when they are an Agent of Record (AOR).
While this statement from UnitedHealthcare only refers to Medicare membership, this is an exciting development as this technology and access will likely help many agencies consolidate and view information that can help them provide service for their potentials and clients alike.
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