| 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) |
