SecureHorizons

We will be updating this page regularly for documents and news related to selling SecureHorizons/AARP products. If you are not contracted to sell SecureHorizons, but you wish to sell their products, please click here to download the contract.

URGENT!!! - Don't lose out on your full commissions

It has been brought to our attention that some of our agents are either faxing or mailing their applications direct to UnitedHealthcare…. you  are in jeopardy of losing $40.00 per application (thousands of dollars)!

If you are submitting business incorrectly , you  will lose a portion of  your hard earned commissions (see attached commission addendum).   All agents should only submit business 2 ways (Do NOT use the enclosed envelope in the application kits):

 

1. Fax to  their upline or fax direct to  Brokers Assistance 303-996-6228  (NEVER fax to UnitedHealthcare).
2. I-enroll on their laptops with a signature pad.

Thank you for your prompt attention to this matter,

CMS Broker Event Template and Process Enhancements

In order to make our Sales Event Reporting Template easier for agents to use, we have made improvements to clarify the types of events. We believe this will make it easier for sales agents to comply with the new CMS reporting requirements. (Please note:  If you have already submitted Sales Events using the old template, you DO NOT need to resubmit.)

Reminder and Clarification of New CMS Guidelines: 

1. FMO down-line agents must enter and report upcoming Sales Events by the 20th of the month, one month prior to the meeting date and/or as events are scheduled throughout the current month.  

2. FMO owners are no longer responsible for reporting Sales Events on behalf of their down-line agents.  

3. Agents must enter their own contact information as the event contact person within the CMS Sales Event Template. The FMO owner or the Producer Help Desk (PHD) representative cannot be the individual listed as the event contact.  

4. Agents must contact the PHD at (888) 381-8581 (7-10 a.m. and 11:30 a.m. - 7p.m. CT Monday-Friday) to make changes to Sales Events (i.e., cancellations, updates and edits). All changes must be reported at least 48 hours prior to the scheduled event.  

Agents who fail to cancel a scheduled event within 48 hours must contact their direct supervisor/manager immediately in order to have another agent attend the event.   

5. Agents must indicate if a sales event is Formal or Informal. A Formal Sales Event is a structured individual/group meeting where an agent presents specific plan information.  An Informal Sales Event is a less structured event like a retail booth, kiosk, table or food banks where an agent can discuss plan information when approached by a consumer.

CMS and UnitedHealthcare Insurance Company require agents to respond in accordance with this deadline. Agents who do not submit timely and accurate event information will be at risk for corrective action which may include up to termination and/or cancellation of an agent's contract.  

CMS Broker Sales Event "Template" Enhancements:
Please use and save this template version going forward. Click the link for the CMS Sales Events Template. Events that have already been reported do not have to be resubmitted using the new template.
1. Added End Date
2. Added Language
3. Added Is this event Advertised
4. Modified Description of Venue (to include formal and informal) 

Additional enhancements have been made to the template format (i.e., tool tips, pre-defined values, drop downs)

How to Report Sales Events: 
 - Log onto www.UnitedHealthProducers.com
 - Click on the Resource Enter tab.
 - Go to How to submit or report a Sales Event.
 - Double-click on "CMS Broker Sales Event Template."
 - Update and print the template. All fields must be completed accurately.
 - Email the completed spreadsheet to the PHD at phd@uhc.com or contact the PHD via telephone at (888) 381-8581 during the hours of operation listed above.
 - As previously communicated, please note that faxes are no longer accepted.  

Glitch with PDP Apps Submitted Online During October

It has come to our attention that there was a glitch in the UnitedHealthCare online submission process for PDPs entered on the website from October 1 through October 16, 2009. Although you received a confirmation, these apps were not processed. It is imperitive that you check the www.unitedhealthproducers.com portal to see if the business is visible. If it is not, PLEASE RE-ENTER IMMEDIATELY. This affects AARP Rx plans as well as UnitedHealth Rx, and includes business entered on the www.unitedhealthproducers.com portal, as well as the consumer websites (www.unitedhealthrx.com and www.aarpmedicarerx.com). If your business was submitted through us, we are following up here and are re-entering the business for you. We apologize for the inconvenience.

Agents: UnitedHealthcare is now accepting AHIP certification

UnitedHealthcare Medicare Solutions is accepting America’s Health Insurance Plans (AHIP) certification and AHIP re-certification in place of 2010 Medicare Basics, 2010 Medicare Advantage Plans and 2010 Medicare Part D Plans (PDP). UnitedHealthcare Medicare Solutions will accept either AHIP certification or recertification. If you are a returning AHIP user, your AHIP account will direct you to the proper recertification modules. Read More...

Cold Calling Solicitations

Through new CMS MIPPA guidelines, there are strict regulations in relation to cold calling when marketing Medicare Advantage and/or Prescription Drug Plan products. This applies not only to insurance companies and their agents, but also to telemarketing companies and other third parties. UnitedHealthcare Medicare Solutions expects that all contracted and appointed sales agents who represent our MA and/or PDP products will adhere to this regulation. See the attached newsletter and Dos and Don'ts document for more guidance.

2010 Prescription Drug Plan Marketing Materials - Making Your Job Easier and Faster!

Downloading and ordering your 2010 Prescription Drug Plan marketing materials is now easier and faster. Just visit www.UnitedHealthProducers.com. Here's what you'll find:

Medicare Part D Materials

• Part D materials are accessible in one step - just click on the Part D Materials tab on the left side of the screen.
  

Note: The order process for Part D materials follows a unique path from all other products. To order or download Part D materials, you must select the Part D link under Sales Material. If you click on links for other products under Sales Materials and then would like to order Part D materials, you must close the current OneSource window and return to the Part D materials link to proceed.

Marketing Kits

Things to remember:

• Check the status of your materials by clicking on the Order Status link under Get Materials on left navigation tabs
• Downloadable PDFs of sales collateral also will be available as soon as collateral has been approved
• Plan ahead! Orders will be received within five to seven business days
• Limited orders available, based on agent's role
• Do not order a surplus of materials or sales collateral since many items will be updated throughout the year

Additional Sales Collateral

• Additional materials, including brochures, also are available to order or download

For questions regarding sales materials or orders, please contact the Producers Help Desk at (866) 530-8934 during the hours Monday through Friday, 8 a.m. to 8 p.m., EST.