Caroline Jester – Compliance Officer, UHC Product Specialist

What to Expect: A simple introduction to UHC’s Medicare presence, product lineup, and agent support. Description: This introductory webinar provides a clear overview of what makes UnitedHealthcare a leader in the Medicare space. Agents will learn about UHC’s strong national presence, diverse Medicare Advantage, Supplement, and Part D plan options, and the supportive tools and resources available to help them succeed. We’ll also highlight UHC’s commitment to innovation, member-focused benefits, ... Read more

What to Expect: A simple introduction to UHC’s Medicare presence, product lineup, and agent support. Description: This webinar provides a guided walkthrough of Jarvis, UHC’s agent portal. Agents will learn how to navigate key tools such as digital enrollment platforms, quoting resources, marketing materials, sales analytics, and compliance documents. Demonstrations will show agents how to streamline their workflows, track applications, download SOAs, and leverage UHC’s built-in support systems to increase ... Read more

What to Expect: Understanding dental, vision, hearing, OTC, transportation, and wellness offerings. Description: Dive into the rich supplemental benefits that set UnitedHealthcare Medicare Advantage plans apart. This session explores dental, hearing, vision, fitness programs, OTC allowances, transportation, routine services, and chronic condition support benefits. Agents will learn eligibility, utilization tips, and how to position these benefits when presenting plans to clients. Real-world scenarios and comparison strategies will equip agents to ... Read more

What to Expect: How to access training modules, CE resources, compliance updates, and skill-building tools. Description: This session is your version of “Producer University.” Agents will explore UHC’s Learning Lab, continuing education modules, compliance training, sales development tools, certification help, and ongoing learning resources. Participants will learn how to track progress, access skill-building courses, complete product training, and leverage UHC’s library of videos, job aids, and guides to grow their ... Read more

What to Expect: How to qualify for and maximize UHC’s retail programs (Walmart, CVS, etc.). Description: UnitedHealthcare’s retail presence creates high-visibility, high-volume opportunities for agents. This webinar explains the full process, from applying for retail locations and meeting participation requirements to preparing materials, engaging walk-ins, and converting conversations into enrollments. Agents will receive scripts, best practices, scheduling guidance, and on-site etiquette tips to make the most of UHC’s Kroger & ... Read more

What to Expect: What agents need to know for certification, compliance, and the upcoming AEP season. Description: Close the series with a forward-focused session addressing 2027 certification requirements, annual product updates, compliance expectations, and AEP readiness best practices. Agents will receive step-by-step guidance on navigating UHC certifications, completion timelines, avoiding the most common certification mistakes, and preparing efficiently for the upcoming selling season. This session also covers new product rollout ... Read more