Contracting Guide, with a hint of ICM
TRUE OR FALSE:
If an Agent has not sold in a JIT state, ICM will still show the appointment as active
FALSE
We will not see the Entity added into ICM until they sell
Bonus: If they provide us the PID/WID, do we need to ASK for additional ID?
TID
No, we can find this in ICM instead
How do we search in ImageRight?
Click on the Magnifying glass in the top right corner, change the File Types drop down to Agent Contract
We can search with their name, PID, TID, or WID in IR
True or False: When first contracting Agents must complete the 2025 United Healthcare Certifications Base level certifications AS WELL as the DSNP/CSNP and events basics before getting their Writing ID
FASLE
The DSNP/CSNP and events basics are only required if they are selling the products or conducting Events
Agent is calling in to see if the certifications they just completed 5 minutes ago are all showing complete.
LearningLab
TRUE OR FALSE:
If we go into ICM with PID 2771538 - (Meadorcare), if we click on the Child Menu Options - there is an option of Principle/Org Relationship that shows Stephen Meador (principle)
TRUE
Using the Producer Express User Guide, what does the packet type : HONWP2 mean?
Non-Writing Principal 2 Packet
Appoints principal to requested states and flips principal party ID to active.
Follows the packet HONWP1
Per the Termination Letter Marked as For Cause Termination dated 01/02/2025 for agent PID 2818628 NAQVI, QAISER - Why was the agent Termed?
For Cause - For enrolling clients without consent and using fake call recordings to do so
If an agent fails the 6 attempts, can they appeal?
(Certification Doc)
If the producer fails a product assessment 6 times they will not be able to sell that product for the upcoming sales year. If the producer fails one of the Base Level assessments such as Medicare Basics, Ethics & Compliance or AARP 6 times, they will not be able to sell any product. If the broker wishes to appeal, PHD can submit an appeal on their behalf on why they should be granted an additional attempt via an escalation. If the agent has supporting documentation for consideration, they will need to chat into PHD. As a reminder, it is up to the certification team whether or not an additional attempt is granted.
Agent want to know what the OTC credit for a plan is
Plan Search
If an agent submits a notice of intent to release/move, they must send an email to shcerts@uhc.com and include:
Agent onboarding will confirm receipt of the notice of intent to release and give the agent a date they can submit a new contract for the transfer.
NOTE: The AGENT needs to submit the intent to move/release and not the upline or intended upline. If submitted by anyone other than the AGENT themselves; it will be denied.
Using Producer Express, what does the Packet type TRMILRNW mean?
Bonus: Using Contracting Guide with what we found, would the agent be able to be a Servicing Agent?
Termed for cause
No they will not be able to go into Servicing
Once Termed they have 90 days to appeal
For PID 2928266 OWUSU BONSU, PATRICK, Looking at the RHA received on 02/14/2025 - what kind of agent are they requesting to be? (Level and channel)
Agent - IMO
Per the Certification Guide, what does it mean when an Agent is "Dually Contracted"?
They have contracted to sell both M&R (Us) and ACA (not us). This can cause some issues getting into the Learning Lab if they do not have a person M&R WID to toggle into the Medicare Side of Jarvis
Agent just submitted a contracting packet and has received a Party ID but no Writing ID. We can see the Party ID as In Progress in ICM. They are unsure if they need to complete anything else to receive a Writing ID, where can we see why it is pending?
Producer Express
With what we find, we may go into ICM and/or Learning Lab
Is there a blackout period for contracting?
Yes, September 1st - 12/31s
Agents are not allowed to move Hierarchies
They are able to onboard and submit ITMs during this time. If the ITM 3 month wait period would end during the Blackout period - the date to move will be 01/01
Looking at Request ID 102071502 in PX, what is needed for Agent PID 2767724 Daniel Razo?
Background Check
Surprise bonus question: In ICM - what is the date on the most recent Background check?
Looking at James Anderson PID 197156 Relationship Hierarchy Addendum dated 7/24/2020 - what is the name of their Upline (Here is it the NMA).
NOSY BONUS: Why was James Anderson Terminated Termination) letter explaining was sent on 10/30/2024
Ritter
Identity Theft
Agents are able to complete the Free UHC Certifications, but there are two other options they can take that will help those who sell multiple Carriers
AHIP and NABIP
UHC Toolkit
What does DNR mean?
BONUS: Does PID 2818628 show anything in ICM Under the Tab Review Before recontracting (found also in Child Menu Options)
Do Not Recontract - It can be found in ICM under Review Before Contracting
Yes there are notes indicating DNR and termed FC
Still looking at Request ID
102071502 for Daniel Razo, on the Summary page - Does the Appointments tab show any state information?
Yes - it shows requesting
AZ,CA,TX and JIT states
Looking into Meadorcare's Onboarding Paperwork (PID
2771538) in IR - what are the differences between the Relationship Hierarchy Addendum dated 08/22/2024 and 01/19/2022?
Change of Hierarchy
Agency Name change taking out LLC
Amount of States requested
[And of course the dates 0:-) ]
Has Agent PID 2928266 PATRICK OWUSU BONSU completed the 2025 certifications?
No
Your agent is unsure of the $2000 True Out of Pocket Maximum (TROOP) for Part D changes for 2025. You cannot remember how to explain it/you want to show the agent information to read. You ask your team chat for help. You Team Lead tells you to look for the overview in Jarvis > Knowledge Center > Product Guides > Plan Information. What is the name of the Job aid?
2025 Part D Overview