UHC’s August Webinar Training Calendar

Please register below for any of UnitedHealthcare’s upcoming webinar training in August.

August  National Web Training Calendar
Date Day East Length Course Title WebEx
Link
Dial-In # Trainer
8/1/19 Thurs 2:00 PM 60 min Hassle Free Selling during SEP Click to register 1-763-957-6400 Gary Jones
8/1/19 Thurs 4:00 PM 60 min UnitedHealthcare Toolkit Click to register 1-763-957-6400 Gary Jones
8/1/19 Thurs 11:00 AM 60 min LEAN for AARP Medicare Supplement Click to register 1-763-957-6400 Gwen Swift
8/2/19 Fri 4:00 PM 70 min Complaint Reduction Click to register 1-763-957-6400 Gary Jones
8/2/19 Fri 2:00 PM 120 min Low Income Subsidy; My Advocate check up tool Click to register 1-763-957-6400 Vickie Mitchell
8/5/19 Mon 11:00 AM 60 min New Agent Orientation Click to register 1-763-957-6400 Jim Barrett
8/5/19 Mon 3:00 PM 60 min Marketing Guidelines With a Dual Special Needs Plan (DSNP) Focus Click to register 1-763-957-6400 Anna Pine
8/6/19 Tues 2:00 PM 60 min Steps to Sales Success – 1 Click to register 1-763-957-6400 Stephanie Roberti
8/7/19 Wed 2:00 PM 60 min Steps to Sales Success – 2 Click to register 1-763-957-6400 Stephanie Roberti
8/7/19 Wed 11:00 AM 90 min LEAN – Landmark Electronic Application Navigator for MA/PDP Click to register 1-763-957-6400 Jim Barrett
8/7/19 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
8/8/19 Thurs 2:00 PM 60 min Steps to Sales Success – 3 Click to register 1-763-957-6400 Stephanie Roberti
8/9/19 Fri 2:00 PM 60 min Steps to Sales Success – 4 Click to register 1-763-957-6400 Stephanie Roberti
8/9/19 Fri 11:00 AM 60 min Dual Special Needs plan (DSNP) Basics Click to register 1-763-957-6400 Anna Pine
8/13/19 Tues 2:00 PM 60 min New Agent Orientation Click to register 1-763-957-6400 Stephanie Roberti
8/13/19 Tues 12:00 PM 90 min Building Your Business Plan Click to register 1-763-957-6400 Vickie Mitchell
8/13/19 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
8/13/19 Tues 12:00 PM 60 min Dual Special Needs plan (DSNP) Basics Click to register 1-763-957-6400 Stuart Beardman
8/14/19 Weds 12:00 PM 90 min Hassle Free Selling during SEP Click to register 1-763-957-6400 Vickie Mitchell
8/14/19 Wed 2:00 PM 60 min Presentation Skills 101 Click to register 1-763-957-6400 Stephanie Roberti
8/14/19 Wed 3:00 PM 60 min Dual Special Needs Plan (DSNP) Marketing Made Easy Click to register 1-763-957-6400 Stuart Beardman
8/15/19 Thurs 12:00 PM 70 min Complaint Reduction Click to register 1-763-957-6400 Vickie Mitchell
8/15/19 Thur 2:00 PM 45 min Health and Wellness Resources for AARP Med Supp Plans Click to register 1-763-957-6400 Cindy Nori
8/21/19 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
8/27/19 Tues 7:00 PM 90 min LEAN – Landmark Electronic Application Navigator for MA/PDP Click to register 1-763-957-6400 Jim Barrett
8/27/19 Thurs 12:00 PM 120 min Low Income Subsidy; My Advocate check up tool Click to register 1-763-957-6400 Vickie Mitchell
8/27/19 Tues 2:00 PM 60 min Refresh Your Success Click to register 1-763-957-6400 John Herbut
8/28/19 Wed 7:00 PM 90 min Steps to Sales Success, Sessions 1 & 2 Click to register 1-763-957-6400 Jim Barrett
8/28/19 Weds 2:00 PM 60 min Six Key Enrollment Conversations Click to register 1-763-957-6400 Gary Jones
8/29/19 Thurs 2:00 PM 70 min Building Loyalty After Enrollment Click to register 1-763-957-6400 Gary Jones
8/29/19 Thu 7:00 PM 90 min Steps to Sales Success, Sessions 3 & 4 Click to register 1-763-957-6400 Jim Barrett
8/29/19 Thu 2:00 PM 60 min Agent Directed Group Sales Click to register 1-763-957-6400 Erika Brummett
8/29/19 Thu 12:00 PM 60 min **SPANISH**Dual Special Needs Plan (DSNP) Basics Click to register 1-763-957-6400 Maricela Alvarez-Montes
8/29/19 Thu 4:00 PM 60 min **SPANISH**Dual Special Needs Plan (DSNP) Marketing Made Easy Click to register 1-763-957-6400 Maricela Alvarez-Montes
8/30/19 Fri 2:00 PM 60 min UnitedHealthcare Toolkit Click to register 1-763-957-6400 Gary Jones
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)

 

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