B
Who should the agent reach out to if they want to contract as ICA?
MGM
If an agent does not want to log into Sircon to update their demographic information, they have another option instead.
HINT: Some docs call it PISA an old name standing for Producer Initiated Services and Automation
Manage Profile in Jarvis
If an agent wants to change their upline instantly without waiting, they must get what to submit with their new onboarding?
Release Letter
Agents must be licensed and appointed in state before they sell. However there are some states that allow the agents to just be licensed, and they do not have to officially request the appointment. Instead we will appoint them for the entities needed after they submit an application. What is this called?
Just in Time State Appointment
If a principal does not have an active Writing ID, but they do have an active Party ID - what is this a sign of?
Non Writing Principal
How many days does an agent have to complete their certifications while onboarding?
90 days
Username for Jarvis is known as this
One Healthcare ID (OHID)
If an agent is not able to get a release letter, they can submit this to shcerts@uhc.com to begin their 3 month wait period before they can move.
Intent to Move
We are not able to assist these callers with Medicare or Medicaid Verification calls.
NOTE: We will also not be able to assist troubleshooting logging into Jarvis with them
Contacts
When an agent adds a state appointment for a state they do not live in - they may receive this depending on the state
Non- Resident Appointment Fee
Our agent just got their PID letter, what action do THEY need to do before they get their Writing ID?
Certifications
When an agent wants to add an license, they need to reach out to who?
State Department of Insurance
If an agent no longer wants to sell new business and just wants to service their existing Book of Business: what status should they go into?
NOTE: when being forced to term, some agents will get this option as well.
Servicing Status
If an agent fails their background, they are allowed to appeal it this many times
2 times
What database system are we able to see demographic, licensing, upline, etc information for Active contracted agents and is the source of truth?
ICM
Anyone above an agent within the EDC Hierarchy is known as this.
Upline
Agents will use this system for onboarding and it will house their original contract/any contract amendments
What is the top level of the External Distribution Channel?
SNMA (used to be NMA)
An agent has an active contract, is licensed/appointed in the state, and is certified. This agent is:
Ready to Sell
One we will use to see what is holding up/the status of a "packet"(contracting request) and/or make sure we have received the request
The other we will use to the view everything received/sent out such as emails, termination letters, PID letters, ITM
PX/ImageRight
Producer Details
During September 1st – Dec 31st, agents are not able to change their hierarchy and this time period is known as the:
Blackout Period
Some agents are not paid by UHC, instead their upline owns their Book of Business. What agent type is this?
Solicitor
What do the agents receive after completing everything in their onboard contracting process and is their first sign they are ready to sell?
Writing ID
What is the first ID given to the agent from UHC when onboarding?
Party ID