We’re excited to share an important update from UnitedHealthcare that will enhance your sales and marketing efforts for Individual & Family Plans (IFP). Starting today, all IFP sales and marketing materials that were previously available through the UnitedHealthcare Agent Toolkit can now be accessed directly on the new IFP Sales and Marketing Materials page on Jarvis.
What’s New?
Here’s what you can look forward to with this update:
- Streamlined Navigation: Easily find the materials you need by visiting Jarvis > Sales Tools > Sales and Marketing Materials.
- Familiar Resources: Access the marketing materials and customization options you’re already familiar with, all in one centralized location.
- Enhanced Efficiency: Quickly locate tools for prospecting new clients, engaging with existing customers, and finding event resources, all designed to support your IFP sales initiatives.
Why This Matters
This enhancement is designed to simplify your workflow and make it easier for you to drive enrollments. By consolidating all IFP materials into a dedicated page, UnitedHealthcare aims to provide you with more efficient access to the resources you need, so you can focus on building connections and growing your business.
Please Note: This change applies specifically to Individual & Family Plans (IFP) and does not impact any other lines of business.
To explore the new IFP Sales and Marketing Materials page and make the most of these valuable resources, go to Jarvis > Sales Tools > Sales and Marketing Materials or click the button below. Note: You will need to sign in.
We believe this update will greatly support your sales efforts and help you better serve your clients. As always, thank you for your partnership with Agility Insurance Services and UnitedHealthcare.
For any questions or additional support, please don’t hesitate to contact us!