Here, you can see what plans are available in your client’s zip code.Ĭlicking on the Medicare Supplement link will take you to a page where you can get an ACCURATE quote. Closer lookįirst, in the Sales and Marketing Tools section, let’s look at the Plan Search. Let’s go back and look at a few of these sections in more detail. Here you will find the Learning Lab to do your certifications, as well as the Product Overviews, the Agent Guide, Compliance Information, and much more. This is how you logged in to do your certifications. Note: If you are appointed as an Agency, the only way you can get to most of the information in this section is by logging in under the Optum ID for your individual writing number, if you have one, or by using the Optum ID that is tied to the Principal’s Party ID (if the principal does not have an individual writing number). This is where you did your certifications. The final Menu tab is the Knowledge Center. Here you will find your commission statements and more.Īt the time of this writing, some of the commission features, such as the Search function, are not available. Hovering here will bring you to the links to the Provider and Rx Search, the Medicare and Medicaid Eligibility Lookup, the Enrollment Tools, Application Status, and the Health Assessment. Next up on the menu bar is the Enrollment section. Scrolling down even further brings you to Compliance Documents, which include Forms and Job Aids on Events, Scopes, Lead Generation and PTC, as well as Web and Marketing Guidelines. This section is the jumping-off point to access the Plan Search and Sales Materials Portal as well as the Agent Toolkit. Next up in the Menu Bar is the Sales and Marketing Tools portal. Other methods of contact for the Producer Help Desk (PHD) are listed on that page as well.Īt the bottom of each page in UHC Jarvis are links to many of the most often used tools and links. You can create a Service Request by clicking the Contact Us link right under your name. To chat with the UHC Jarvis PHD, click on the speech bubble on the right. If you have notifications, you will see those in the bell on the right. The Home Page is always full of timely information.Ĭlick on your blue hyperlinked name in the upper right corner to access your demographic information. Important announcements will be at the top, in red. Once you have completed certifications and received your Writing Number, the entire site will be available. If you have not received a Writing Number, many of these features will not be visible to you. The view on a tablet or phone will look different, although the functionality should still be there. UHC Jarvis is a powerful agent portal that puts all of your tools in one place.

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