I C U in ICM
2 Packets and a cup of coffee
Guide me thru this
You got appoint
Major Key (Market Contacts)
100

My name is Greg Taylor PID 2931803 - what is my Writing ID and when did it go active?

6674635 - 05/22/2025

100

ECONINICA1

Initial eContracting on-boarding request from a recruiter sent to ALM.

100

If a producer is licensed in multiple states, can they sell in all of them?

Producers can only sell in the states that have been added to their portfolio with UnitedHealth Group by their Upline/MGM.  Requests to add a state must come from the Upline/MGM.  Agents cannot be appointed in states that their upline is not appointed in and should be communicating with them prior to requesting the appointment.

100

What are the Just in time states?

The JIT states are: AR, CT, FL, GA, IA, MA, ME, MI, MN, MS, ND, NC, NV, OK, TN, VA and WV.

As of 4/4/2024, 14 additional states were added: AK, AZ, DE, HI, ID, MD, NE, NH, NM, SC, SD, UT, WY and DC.

As of 9/6/2024, 4 additional states were added: CA, KS, LA and NJ.

As of 12/30/2024, RI was added.

As of 5/30/2025, MT was added.


100

Who is MGM for Tucson, AZ?

Manny Burgos

200

My name is Greg Taylor PID 2931803, I moved to to 909 Street Avenue, Renton Washington 98056. Is my address showing updated?

No 

200

HOINDV1

Initial on-boarding request for a FMO or ICA producer.

200

Will an agent need to request re-appointment if their license lapses and is reinstated?

f the license has lapsed in a non-JIT state the agent will need to submit a request to be re-appointed in the state via an Add State Request through their upline. This is for both resident and non-resident states. If the license that lapsed is a JIT state then an SR will need to be created and escalated to Contracting Tier 2 in order to manually re-appoint the agent in the JIT state, assuming they have a Book of Business in the state. ALM no longer automatically reappoints agents if the license lapses.

200

How many entities make up an appointment in the state of Texas?

6

200

How many MGMs are there for Colorado Greater

3

300

My name is Greg Taylor PID 2931803, what states am I licensed in?

Washington and Oregon

300

ECONINICA2

Orders producer's background, flips party ID to in-process, and issues writing number/welcome letter after completion of certifications.

300

Can an agent still submit an Intent to Move during the Blackout Period?

Yes. Agents can still submit the ITM during the Blackout Period. Once the ITM is received in good order, ALM will respond with an acknowledgement and an eligible to move date. On the eligible to move date, the producer must work with their up-line to complete and submit all new contracting paperwork as required to transfer.


300

What are the entities that make up a Texas appointment?

CARE IMPROVEMENT PLUS SOUTH CENTRAL INS CO Physicians Health Choice of TX, LLC UnitedHealthcare Insurance Company  UnitedHealthcare Benefits of TX, Inc. UnitedHealthcare Community Plan of TX, LLC UNITED HEALTHCARE INSURANCE COMPANY OF AMERICA

300

I am in Ohio - is there a MGM named Steve Webb?

Yes

400

My Name is Greg Taylor PID 2931803  - who is my Direct Upline?

ADVOCATE HEALTH LLC

400

TRMILRNW

Not for cause individual 30 day termination notice

400

If an agent has been termed/servicing status in the last 6 months, do they need an NMA release to re-contract?

NMA Releases may be needed depending on the reason the agent is not active.


NMA Request – A release is not needed. (shows as FMO Request in ICM)


Any other termination (lack of certification, failed background, lack of production, agent request, etc) – A release is required if trying to onboard with a different NMA/Channel.

400

How many Entities make up a CA appointment and what is the name(s)?

UnitedHealthcare Insurance Company

400

How many MGMs are located in North Carolina West?

2

500

My name is Greg Taylor PID 2931803 - Am I a principal of an agency?

No

500

ACAOBD

eContracting on-boarding for ACA business line.

500

How does an agent go from a Direct to UHC agent to an EDC agent (with upline)?

The Direct to UHC agent would work with their desired upline to complete and submit all new contracting paperwork. Once the paperwork is received then ALM will work with the MGM to obtain a release.

500

I can't believe you took out fees for states my upline requested - when can I expect a refund since I told them to cancel them?

NEVER

500

I was emailed by some lady named Kristen Horner, is she a Agent Manager MGM? If so can you provide me her email address again - I deleted it and reported it as spam

kristen_horner@uhc.com

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