UHC Medicare Solutions June National WEB Training Calendar

Below is the training schedule for the month of June with UHC with descriptions of the trainings. These trainings are a great way to sharpen your skills and learn something new! To register click on the links  provided in the chart below:

If you have any questions please reach out to your Cornerstone Senior Marketing representative.

June  National Web Training Calendar
Date Day East Length Course Title WebEx
Link
Dial-In # Trainer
6/3/19 Mon 12:00 PM 60 min Dual Special Needs Plan (DSNP) Basics Click to register 1-763-957-6400 Anna Pine
6/4/19 Tues 3:00 PM 60 min Sales Success – 1 Click to register 1-763-957-6400 Stephanie Roberti
6/4/19 Tues 7:00 PM 60 min New Agent Orientation Click to register 1-763-957-6400 Stephanie Roberti
6/4/19 Tues 11:00 AM 60 min Marketing Guidelines With a Dual Special Needs Plan (DSNP) Focus Click to register 1-763-957-6400 Anna Pine
6/5/19 Wed 3:00 PM 60 min Sales Success – 2 Click to register 1-763-957-6400 Stephanie Roberti
6/6/19 Thu 3:00 PM 60 min Sales Success – 3 Click to register 1-763-957-6400 Stephanie Roberti
6/7/19 Fri 2:00 PM 70 min Complaint Reduction Click to register 1-763-957-6400 Vickie Mitchell
6/7/19 Fri 7:00 PM 60 min SEP Hassle Free Selling Click to register 1-763-957-6400 Gary Jones
6/7/19 Fri 3:00 PM 60 min Sales Success – 4 Click to register 1-763-957-6400 Stephanie Roberti
6/7/19 Fri 12:00 PM 90 min LEAN – Landmark Electronic Application Navigator for MA/PDP Click to register 1-763-957-6400 Jim Barrett
6/11/19 Tues 1:00 PM 60 min LEAN for AARP Medicare Supplement Click to register 1-763-957-6400 Gwen Swift
6/12/19 Wed 2:00 PM 60 min 60 Minutes to Success – For brand new AARP Medicare Supplement Agents Click to register 1-763-957-6400 Erin Bailey
6/14/19 Fri 12:00 PM 120 min Low Income Subsidy; My Advocate check up tool Click to register 1-763-957-6400 Vickie Mitchell
6/14/19 Fri 2:00 PM 60 min Six Key Enrollment Conversations Click to register 1-763-957-6400 Gary Jones
6/17/19 Mon 12:00 PM 60 min Dual Special Needs Plan (DSNP) Basics Click to register 1-763-957-6400 Stuart Beardman
6/18/19 Tues 2:00 PM 60 min New Agent Orientation Click to register 1-763-957-6400 Stephanie Roberti
6/18/19 Tues 11:00 AM 60 min Dual Special Needs Plan (DSNP) Marketing Made Easy Click to register 1-763-957-6400 Stuart Beardman
6/18/19 Tues 2:00 PM 60 min 60 Minutes to Success – For brand new AARP Medicare Supplement Agents Click to register 1-763-957-6400 Erin Bailey
6/19/19 Wed 4:00 PM 90 min Building Your Business Plan Click to register 1-763-957-6400 Vickie Mitchell
6/19/19 Wed 7:00 PM 60 min Presentation Skills 101 Click to register 1-763-957-6400 Stephanie Roberti
6/19/19 Wed 2:00 PM 45 min Benefits of the Authorized to Offer Program and A2Oh! Rewards Click to register 1-763-957-6400 Carin Goodemote
6/20/19 Thur 12:00 PM 120 min Low Income Subsidy; My Advocate check up tool Click to register 1-763-957-6400 Vickie Mitchell
6/20/19 Thur 2:00 PM 45 min Health and Wellness Resources for AARP Med Supp Plans Click to register 1-763-957-6400 Cindy Nori
6/21/19 Fri 2:00 PM 70 min Complaint Reduction Click to register 1-763-957-6400 Vickie Mitchell
6/21/19 Fri 2:00 PM 60 min UnitedHealthcare Toolkit Click to register 1-763-957-6400 Gary Jones
6/21/19 Fri 12:00 PM 60 min **SPANISH Dual Special Needs Plan (DSNP) Basics Click to register 1-763-957-6400 Maricela Alvarez
6/21/19 Fri 3:30 PM 60 min **SPANISH Dual Special Needs Plan (DSNP) Marketing Made Easy Click to register 1-763-957-6400 Maricela Alvarez
6/24/19 Mon 11:00 AM 60 min Marketing Guidelines With a Dual Special Needs Plan (DSNP) Focus Click to register 1-763-957-6400 Joey Reyes
6/25/19 Tues 2:00 PM 60 min SEP Hassle Free Selling Click to register 1-763-957-6400 Gary Jones
6/25/19 Tues 7:00 PM 90 min LEAN – Landmark Electronic Application Navigator for MA/PDP Click to register 1-763-957-6400 Jim Barrett
6/25/19 Tues 10:00 AM 60 min Dual Special Needs Plan (DSNP) Marketing Made Easy Click to register 1-763-957-6400 Joey Reyes
6/26/19 Wed 7:00 PM 90 min Steps to Sales Success, Sessions 1 & 2 Click to register 1-763-957-6400 Jim Barrett
6/26/19 Wed 2:00 PM 60 min Refresh Your Success Click to register 1-763-957-6400 John Herbut
6/27/19 Thur 2:00 PM 60 min Building Loyalty After Enrollment Click to register 1-763-957-6400 Gary Jones
6/27/19 Thu 7:00 PM 90 min Steps to Sales Success, Sessions 3 & 4 Click to register 1-763-957-6400 Jim Barrett
6/27/19 Thu 2:00 PM 60 min Agent Directed Group Sales Click to register 1-763-957-6400 Erika Brummett

 

COURSE NAME THEME DESCRIPTION
60 Minutes to Success Business/Sales Skills It is an onboarding program designed to educate them on the tools available such as the Agent Portal and Toolkit and provides insight about product features, the Authorized to Offer program and  valuable sales and marketing information. (Presentation)
Agent Directed Group Sales Business/Sales Skills Agents are now eligible to offer AARP Medicare Supplement Insurance Plans to employer groups with 10 or more eligible retirees. With the new Agent-Directed Group Sales opportunity, agents have the choice to assist with the enrollment for group sizes up to 99 retirees or simply let UnitedHealthcare complete the enrollment application process for any group size. (Presentation)
Benefits of the Authorized to Offer Program and A2Oh! Rewards Business/Sales Skills Learn more about the Authorized to Offer Program and the great benefits that agents can take advantage of such as the A2Oh! Rewards Program.  We will discuss eligibility requirements to reach the Level 1 and Level 2 status, and review current marketing materials available. (Presentation)
Building Loyalty After Enrollment Business/Sales Skills Learn how to build loyalty and what tools exist to help drive member loyalty and retention. (Presentation)
Building Your Business Plan Business/Sales Skills Join this course to understand how to build a successful business plan that helps you set and reach your goals.  This course provides the tools and process to develop a realistic business plan with measurable goals; growing your book of business; and alignment with your agent manager.(Presentation)
Chronic Special Needs Plans (CSNP) Products Learn about CSNP plans and how you can help consumers with chronic health issues. (Presentation)
Complaint Reduction Compliance This course provides an overview of sales activities that drive complaints to CMS, best practices to prevent complaints, and case studies which will  help you to be more compliant. (Presentation)
Conducting Formal Events – 2019 Compliance Formal Event: Best practices when conducting Formal Sales Meetings, sometimes called sales meetings, community meetings or neighborhood meetings.  Formal Events are structured in an audience-presenter style where you formally provide specific plan information via a presentation on the products being offered. (Presentation)
Conducting Informal Events – 2019 Compliance Informal Event:  Best practices when conducting an Informal Event.   Informal marketing/sales events are less structured and in a less formal environment. They typically utilize a booth, table, kiosk or recreational vehicle (RV) that is manned by one or more agents who can discuss the merits of the plan’s products. (Presentation)
Dual Special Needs Plan (DSNP) Marketing Made Easy Business/Sales Skills In this course, we discuss the how to utilize the UnitedHealthcare Toolkit as a valuable resource for an agent’s DSNP business. (Presentation)
Dual Special Needs Plans (DSNP) Basics Products In this course, we discuss the basics of Medicare vs Medicaid, the myths of Dual Special Need Plans (DSNP), who the DSNP member is, general benefits of a DSNP plan, and what next steps are to being successful in the DSNP field. (Presentation)
Dual Special Needs Plans (DSNP) Compliance Business/Sales Skills Being empowered through compliance will guide a successful sales career. In this course, we discuss the importance of the do’s and don’ts of compliance. Scenario based learning drives the importance of compliance in the field. License, DSNP certification and appointments are also explained as well. (Presentation)
Dual Special Needs Plans (DSNP) UHC Toolkit Business/Sales Skills In this course, we discuss the how to utilize the UnitedHealthcare Toolkit as a valuable resource for an agent’s DSNP business. (Presentation)
Election Periods Foundational This course is a review of previous Election Period material and introduces the OEP and OEP Newly Eligible as well as the Dual SNP LIS Maintaining SEP changes. (Presentation)
Health and Wellness Resources for AARP Med Supp Plans Business/Sales Skills Members enrolled in an AARP Medicare Supplement Insurance Plan, in one of our Health and Wellness states, may take advantage of resources in addition to their Medicare supplement insurance plan coverage. These resources offer a wide range of support including: 24/7 Nurse access, telephonic wellness coaching, classes and activities, and online resources. (Presentation)
Jarvis Systems & Technology This course provides instruction on how to access Jarvis (our agent portal) and navigate all its functionality – from commissions to application status, training to communications, and everything in between. (Demonstration)
LEAN – Landmark Electronic Application Navigator Systems & Technology Learn more about the online enrollment tool for AARP Medicare Supplement Plans via LEAN including all three signature options; electronic, remote and voice.
See how you can verify or renew AARP memberships for consumers. Learn how LEAN can make submitting an application faster, easier and better than a paper application.
(Presentation & Demonstration)
Low Income Subsidy; My Advocate Check-up tool Programs This course presents the fundamentals of LIS and your opportunity grow your book of business while assisting consumers with unique needs.  We review LIS program qualifications, the LIS enrollment process, and why follow up is a necessity. My Advocate Check-Up tool is a demonstration of a website data base or programs in local communities geared to provide financial assistance, discounts, and more.  Developed Change Healthcare and available to all UHC agents. This session will give you a solid foundation of the LIS  marketspace, information on qualifications and assistance available for consumers,  help you identify financial challenges, provide steps to guide the consumer through the LIS application, and guide you on how to track properly within bConnected. (Presentation)
Marketing Guidelines With a Dual Special Needs Plan (DSNP) Focus Business/Sales Skills Being empowered through compliance will guide a successful sales career. In this course, we discuss the importance of the do’s and don’ts of compliance. Scenario based learning drives the importance of compliance in the field. License, DSNP certification and appointments are also explained as well. (Presentation)
New Agent Orientation Foundational This course sets the stage for new agents to understand Medicare and UnitedHealthcare processes and tools. (Presentation)
Presentation Skills 101 Business/Sales Skills Come learn the basics of presentation skills. With an understanding of how to present, you’ll see your confidence grow! (Presentation)
Refresh Your Success Business/Sales Skills This training session is designed to provide agents with the marketing tools, tactics and know-how they need to help effectively sell AARP Medicare Supplement Insurance Plans. This select training offers valuable sales and marketing information including understanding the product, leveraging competitive advantages, and tips for getting started on your marketing and lead generation efforts. (Presentation)
SEP Hassle Free Selling Business/Sales Skills Join this course for a condensed overview of the sales process and let us help you start selling!  This course answers questions like “Why UHC” and where are you stuck, to simplified selling from setting effective appointments through a compliant close, your most vital asset, and a high level overview of resources & tools that impact your daily business activities. (Presentation)
Six Key Enrollment Conversations Business/Sales Skills Learn how to build loyalty and what tools exist to help drive member loyalty and retention at enrollment and beyond. (Presentation)
Steps to Sales Success Parts 1-4 Business/Sales Skills Come learn the steps to a successful sale. Topics include goal setting, selling you, questioning, presenting using features and benefits, resolving objections, closing, and next steps. (Presentation)
UnitedHealthcare Toolkit Systems & Technology Learn how to use the UnitedHealthcare Toolkit to grow your business with CMS approved materials. (Demonstration)

UHC: Earn $$$ When Members Take the Health Risk Assessment

It’s important to help Dual Special Needs Plans (DSNP) and Chronic Special Needs (CSNP) members take full advantage of their UnitedHealthcare plan. One way for them to do that is to take a Health Risk Assessment (HRA). Starting this spring, agents will be able to earn a one-time payment—$50—for  every DNSP- or CSNP- member completed HRA.

You still have time to sign up for the initial start of the program! Don’t Miss Out!!

Before you start, Read this FAQ.

How to get started

  • You must be an appointed, licensed and certified Medicare Solutions agent. Go to www.uhcJarvis.com to complete certifications.
  • You must complete the required 2019 Health Risk Assessment Training to be eligible for this program. Log on to Jarvis >Knowledge Center>Training>Certifications. In the ‘Electives’ section of LearnSource, choose 2019 Health Risk Assessment Training.
  • Once you complete the training, you will be auto-registered into the HRA website. You will receive an email from a company called ‘Revel’ with your registration login and password.

Once you’re registered

  • After completing a DSNP or CSNP enrollment application with the consumer, you can go to the Health Risk Assessment survey page on Jarvis.
  • Log on to the HRA and help the member take the 3-5 minute assessment.
  • Watch your email in the coming weeks for additional information.

Benefits for Members and Agents
Members: The HRA has several benefits, from providing a health summary that members can share with their primary care physician (PCP) to helping identify people who may be eligible for UnitedHealthcare programs that assist members with managing their health. It’s important to note that results from the HRA do not impact Medicare eligibility or costs.

Agents: Agents are invited to assist individuals enrolling in a DSNP or CSNP in completing an HRA. UnitedHealthcare is offering to pay agents a one-time $50 payment for each HRA completed when enrolling individuals in a DSNP or CSNP.

As always, complete a thorough needs assessment to ensure you are recommending the most appropriate UnitedHealthcare Medicare plan for the consumer.

Disclaimer
Not all DSNPs or CSNPs are eligible for this HRA payment program. If a member becomes ineligible due to a non-qualifying chronic condition, DSNP ineligibility or other reason, you may not be eligible for payment.

 

If you have questions about your specific market plans, please contact your CSM Sales Representative.

Upcoming Broker Trainings in Cleveland- IMPORTANT CHANGES

IMPORTANT CHANGES: The MMO training on Tuesday April 23 has been rescheduled to THURS. MAY 16 from 10am – 12pm in the Cleveland Office. See below for details. 

*Also a LIVE Medicare Center training has been added. See below.

Join Cornerstone Senior Marketing for our broker training sessions in April at our Cleveland office with UnitedHealthcare, Humana, Medical Mutual of Ohio, Dental Care Plus, & a Medicare Center review training!

RSVP HERE

*When RSVPing, please indicate which training and date you will be attending

Friday, April 12- UHC

TIME: 10:00 am – 12:00 pm

LOCATION: CSM’s Cleveland Office

4500 Rockside Rd., Suite 330

Independence, OH 44131

Join UHC and CSM to learn what tools UHC offers to better your business! UHC will be highlighting the following:

  • UHC’s toolkit
  • Marketing tools offered
  • Share best practices

Wednesday, April 17- HUMANA MP

TIME: 10:00 am – 12:00 pm

LOCATION: CSM’s Cleveland Office

4500 Rockside Rd., Suite 330

Independence, OH 44131

Join Humana & CSM to review updates on Humana’s 2019 Medicare products. Humana will also be discussing the following:

  • Online enrollment tools
  • Marketing strategies
  • Hot products to offer your clients

*THURSDAY MAY 16* – MMO

TIME: 10:00 am – 12:00 pm

LOCATION: CSM’s Cleveland Office

4500 Rockside Rd., Suite 330

Independence, OH 44131

Join Medical Mutual of Ohio & CSM for a review of MMO’s 2019 Medicare products and updates! MMO will be highlighting the following:

  • Why choose MMO products?
  • New online tools and marketing resources
  • Marketing opportunities

Wednesday, April 24- DCP

*CE CREDIT OFFERED*

TIME: 11:00 am – 2:00 pm

LOCATION: CSM’s Cleveland Office

4500 Rockside Rd., Suite 330

Independence, OH 44131

Join Dental Care Plus & CSM for a Lunch & Learn event with CE CREDIT OFFERED! DCP will also be discussing the following:

  • Dental 201 Presentation (Why Dental Matters, Today’s Dental Exams, and Expanding Dental Services)
  • How to cross sell Dental plans
  • Product information and services

*Tuesday, April 30- LIVE MEDICARE CENTER TRAINING*

TIME: 10:00 am – 12:00 pm

LOCATION: CSM’s Cleveland Office

4500 Rockside Rd., Suite 330

Independence, OH 44131

Join CSM’S Jaime Lebron & Matt Fry to review and learn more on the new Medicare Center enrollment tool. This will be an interactive training- please bring laptops or iPads! We will be discussing the following:

  • How to submit business through Medicare Center
  • Features of the available tools inside Medicare Center including the prescription drug lookup

 

If you have any questions regarding the sessions above, please reach out to Jaime Lebron

Don’t Miss Out On Selling UnitedHealthcare’s Plan 1 During AEP!

UHC Medicare SolutionsATTENTION BROKERS:

Enroll your clients in UnitedHealthcare’s MAPD and Medicare Supplement plans this AEP! Read more below on the great benefits they offer to members.

Top Features of UHC’s MAPD plans:

  • Visiting member benefit in 28 states (including Ohio) in the Passport program.
  • Offer hearing and vision coverage through their OWN providers: Epic Heath, Hi Health, and Spectara.
  • Clients have access to UHC’s Health Products Catalog that saves members money on many personal care items.
  • Mail order service and fitness benefit through Optum.
  • Robust member support programs like: Navigate for Me, Advocate for Me, and House Calls.

Top Features of UHC’s Med Supp plans:

  • Only MS brand with the AARP name
  • Stable annual trend increases (less than 3.2 percent each year for over 14 years)
  • Lifetime commissions on policies written 5/1/18 and after
  • Offers a health and wellness program via Optum

If you have questions or want to get contracted with UHC, please contact your Cornerstone Senior Marketing representative.

UnitedHealthcare’s 2019 A2Oh! Rewards Program

UnitedHealthcare recently announced the new 2019 A2Oh! Rewards Program trip destination for commission-eligible, accepted, and paid sales of AARP Medicare Supplement insurance plans from UHC.

The A2Oh! Rewards Program offers three different categories of travel awards from UHC:

  1. Sapphire: Presented to Level 2 agents who achieve 125+ accepted and paid sales during the qualification period.
  2. Emerald: Offered to Level 2 agents whose total accepted and paid sales during the qualification period earn them a ranking between 11 and 25 of top performers.
  3. Diamond: Offered to Level 2 agents whose total accepted and paid sales during the qualification period earn them a ranking between 1 and 10 of top performers.

Click here to learn more about the program.

 

Contact your Cornerstone Senior Marketing representative with any questions.

UnitedHealthcare 2019 Non-Resident Appointment Fee Changes

If you have an existing non-resident license in one of the following states, you will see an appointment fee on your August, September, or October statement for a new entity:

  • Iowa
  • Kentucky
  • Minnesota
  • Nebraska
  • Ohio
  • Oklahoma
  • Texas

If you have new non-resident appointments, you will be charged the new state fee moving forward.

If you have a non-resident license(s) in those states already appointed (in Iowa, Kentucky, Minnesota, Nebraska, Ohio, Oklahoma, and Texas) you will be charged the new per-state fee moving forward.

New appointment fees:

STATE NEW Non-Resident Appointment Requests CHANGE for Non-resident Appointed Agents Added Fee
IA $108 + $40 (previously $68)
KY $200 for individuals; $480 for corporations + $50 (previously $150) for individuals; increase in $120 for corporations (previously $360)
MN $90 + $30 (previously $60)
NE $74 + $40 (previously $34)
OH $75 + $15 (previously 60)
OK $150 + $30 (previously $120)
TX $80 + $10 (previously $70)

As a reminder, appointments are done by state/plan profile. An agent must carry all of the appointments available for that state to be eligible to sell. Please confirm your state appointment profile on Jarvis prior to selling.

If you have any questions please contact your Cornerstone Senior Marketing representative.

UnitedHealthcare’s First Look at 2019 Medicare Advantage Plans!

UHC Medicare Solutions

UnitedHealthcare has released their Medicare Advantage plans for 2019. Don’t miss your chance for a first look at their plan benefits!

Click here for a first look.

*Please ask for a specific state(s) when requesting your first look


Not contracted with UnitedHealthcare? Reach out to your Cornerstone Senior Marketing Sales representative to get appointed today!

UHC Medicare Solutions: 2019 Certification Opened June 25!

Mark your calendars! Starting Monday, June 25, you can certify to sell 2019 UnitedHealthcare products.

Certify early! The sales materials portal will open mid-August for Enrollment Guide orders! By certifying early, you can ensure you’ll have materials ready to go by October 1. The longer you wait to certify, the less likely you are to receive materials by October 1.

UHC Medicare Solutions

Passing the prerequisite Tests (Medicare Basics Test, Ethics and Compliance Test, and AARP Course) certifies you to sell Medicare Advantage (MA) AND Part D plans! Don’t forget to certify for Medicare Supplement Insurance Plans and Special Needs Plans to help grow your business.

NEW! A built-in Fraud, Waste and Abuse course
No need to visit the Centers for Medicaid Services (CMS) site to take the Fraud, Waste and Abuse course. The content is now built into UHC’s Ethics and Compliance module and streamlined to ensure you get the exact information you need while reducing content by 70 percent. A huge time saver for you!

NEW! Improved Conflict of Interest Disclosure
To make this annual process easier, UHC has simplified the Conflict of Interest Status Disclosure language (find it in the 2019 Ethics and Compliance Test).

NEW! Events Basics refresh
UHC has also streamlined the Events Basics course content – a 21% reduction from last year – and designed an easier navigation. The course can be found in the electives section, be sure to take it so you can be ready to conduct marketing events.

How to take certifications:

  • Certification modules and tests are open 24 hours a day, seven days a week on Jarvis>Knowledge Center>Training>Certifications.
  • You will have six attempts to complete an assessment with a minimum passing score of 85 percent.
  • Each time you launch the assessment an attempt is counted, whether you complete the assessment or not. Important: Be sure to schedule uninterrupted time in order to complete the entire assessment without losing an attempt.
  • Upon answering a question, immediate feedback lets you know if you answered the question correctly or incorrectly.
  • For more information, refer to the 2019 Certification User Guide on Jarvis>Knowledge Center>Training>Certifications.

UnitedHealthcare will once again accept America’s Health Insurance Plans (AHIP) certification in place of the UnitedHealthcare 2019 Medicare Basics Test (including Medicare Advantage and Prescription Drug Plans). More information here.

 

Questions? Reach out to your Cornerstone Senior Marketing representative today!

UHC’s New Authentication Process: LEAN & Jarvis Systems

Effective June 7th 2018, UnitedHealthcare will have an additional authentication process that will be required for an agent to access LEANJarvis. This not only impacts every agent/agency that has a current login, but also any staff that uses the agents/agencies login for the website. Every person will be required to have their own Optum ID to access Jarvis.

Your Action

  • You MUST log in with or register for an Optum ID in order to access Jarvis and LEAN as of Thursday, June 7.
  • On June 7, you will be prompted to register when you go to Jarvis or LEAN. Simply set up an Optum ID and connect it to Jarvis and LEAN. If you have an existing Optum ID, sign in with that information and you can connect it to Jarvis and LEAN.
  • Note: You will NOT be able to register until June 7 if you don’t currently have an Optum ID.

What is Optum ID?

Optum ID is a secure, centralized identity management solution that allows you to use a single sign-on for any applications connected to Optum ID. It’s a secure double authentication process similar to processes you may be familiar with like a bank or credit card.

Why Optum ID?

  • It provides an extra level of authentication security.
  • It prevents unauthorized access to your accounts.
  • It simplifies the registration process by eliminating the need to register your Party ID and Agent ID separately.

 

Questions? Please reach out to your Cornerstone senior service representative for more information.

Did You Know? UHC Has Change Forms For AARP Medicare Supplements!

New this year for UHC Med Supp, you can submit a change form for updates on information such as:

  • Effective Date Changes
  • Plan Changes
  • Member Address Changes
  • Member phone number updates
  • App corrections
  • Back-date termination request

The AARP Medicare Supplement change request forms can be downloaded on Jarvis under Enrollment > Application Status > Important Documents.

*Note: There are different forms depending on the information that needs changed/ corrected. Please read the form thoroughly.*