Employer eServices provides a suite of tools to simplify health plan management for you and your clients. Get a quote using the Sales Automation Management (SAM) tool. If you need to reset your password, please sign out and select Password Assistance. United eServices delivers information and tools for your UnitedHealthcare clients, specifically groups with 2 to 50 employees. These requests will be processed within 1-3 business days.ĭo you need to reset your LEAN Password? Your LEAN Password is the same password that you use for Jarvis. Would you like to conduct training in LEAN or access the LEAN training site? Please send a request to access and training ID. Learn more about LEAN in the Knowledge Center Agents are expected to login online at least once a day and verify submitted applications in the “My Applications” section of LEAN. All of the enrollment applications you have entered offline will be automatically submitted electronically. After you meet with the consumer, connect to the internet and login to LEAN. When offline, you can use the mobile app on your tablet to enter and store applications for all Medicare Plans, except AARP ® Medicare Supplement Plans. The table below displays the most recent activity over the last 30 days. You are able to complete applications, interact with our current provider data system, and capture signatures right on your device. This section is the jumping-off point to access the Plan Search and Sales Materials Portal as well as the Agent Toolkit. Next up in the Menu Bar is the Sales and Marketing Tools portal. While online, you can take enrollment applications via website or mobile app (Apple or Android). At the bottom of each page in UHC Jarvis are links to many of the most often used tools and links. The LEAN tool facilitates electronic enrollment through both online and offline submissions. Download the PDF copies from the My Apps section of the LEAN website. LEAN now generates PDF copies of your applications. After completing a Medicare Supplement or PDP application in LEAN, you will have the option to import the application data to the companion Med Supp/PDP sale.Īfter completing a Medicare Supplement or PDP application in LEAN, you will have the option to import the application data to the companion Med Supp/PDP sale.NEW Voice Signature is now available nationwide!.

Using DocuSign, your members can sign by e-mail if they cannot complete the application during your appointment.ĪARP Medicare Supplement enrollment is now even more hassle-free! You will use the same Optum ID to log in as you use for Jarvis.

Uhc jarvis agent login