Become an Agent

UnitedHealthcare Electronic Enrollment Process


UnitedHealthcare offers remote enrollment capabilities for agents through their enrollment portal, Jarvis, which provides electronic SOA and remote signature options.

E-Applications, Remote Signature Training

UnitedHealthcare has posted further information and guidelines within the portal, which contracted agents can access by logging in here.

The UHC LEAN app offers e-applications for Medicare and Medicare Supplement, as well. The app can be downloaded at the links below.

resource-link LEAN App Download from Apple Store
LEAN App Download from Google Play Store

Check out these helpful job aids provided by UnitedHealthcare and the webinar MCC has created to walk you through the entire LEAN process. 

resource-pdf LEAN User Guide
LEAN Electronic Scope of Appointment Job Aid
LEAN Remote Signature Job Aid
resource-pdf Electronic Scope of Appointment through LEAN            Password: MCCuhc2020!
resource-pdf Electronic Enrollment through LEAN             Password: MCCuhc2020!

“UnitedHealthcare knows this is a challenging time for everyone. As a Partner in Care, we want to ensure you have ways to continue to serve your members and grow your business in a time of “social distancing.” Use this job aid to help you conduct a one on one appointment virtually.”

resource-pdf Virtual Appointments and Enrollments Job Aid

What if the consumer does not have access to the internet?

Scope of Appointment and Enrollment forms can be sent via mail for signature. In the event that using mail does not meet the desired effective date, agents may use the following process for consumers without internet access:

  1. Following your needs analysis conversation, direct the consumer to call 855-572-3837. Inform your consumer that the representative will repeat some of the questions in order to meet all compliance requirements.
  2. Email to indicate your consumer was unable to electronically sign documents and completed the application telephonically instead. Include name of prospect, date of presentation/referral to telesales, agent name, and writing ID. This will help ensure your commission payment and Agent of Record status.


Back to Survival Toolkit