Summer 2020 Small Business Broker and Agency Broker Training Catalog - UnitedHealthcare

Summer 2020
         Small Business Broker and
       Agency Broker Training Catalog
Sharpen your skills and knowledge with UnitedHealthcare® and All Savers® Alternate
  Funding Small Business products and services through our 2020 Summer Broker
and Agency Webinar program! Make sure you and your agency are up to date on our
most current products, sales and renewal tools, wellness programs, member service
   tools, and everything else you need to know to be an invaluable resource to your
 clients when it comes to selling, renewing, and servicing your UnitedHealthcare and
  All Savers Small Business groups! Attendance will position you to increase sales,
  retention and efficiency, and give you the tools to maximize success this year and
beyond. Please review our webinar catalog and make sure to join us for the webinar
     trainings that best position you and your agency to shine as we all prepare for
 flawless execution on everyday business and ramp up 4th Quarter activity together!

       For more information, contact your UnitedHealthcare Representative.

51-100 Quote/Install Requirements
7/8/20 – 10:00am CT Register Here
8/4/20 – 11:00am CT Register Here
9/17/20 – 2:00pm CT Register Here
The 51-100 FI quoting/install requirement training will provide an overview of what is required
to; 1 – Determine if your client should be quoted in the Community Rated up to 50 or the Risk
Rated 51-100 mid-market space, 2 - Quote a mid-market group and, 3 - What documentation
is required should the group sell with United Healthcare. This will be a 30-minute high level
training as not all markets will require the same finalization documents however core
documents will be the same. This training will provide a good idea of what is required to
speed up the quoting and installation of your mid-market groups.

All Savers® Training: Intro to All Savers New Business
7/15/20 – 2:00pm CT Register Here
8/12/20 – 10:00am CT Register Here
9/9/20 – 2:00pm CT Register Here
All Savers Alternate Funding is a self-funded health plan designed specifically for small
businesses. During this introduction, we will examine how to identify ideal candidates for this
product, review plan design and pricing methodology and give you an inside look into using
the broker portal www.myallsavers.com. If you are new to All Savers, or have been selling it for
years, you will benefit from an overview of the new plans being offered starting on 8/1
effective dates.

All Savers®: Renewals and Migrations
6/30/20 – 11:00am CT Register Here
7/22/20 – 10:00am CT Register Here
8/18/20 – 10:00am CT Register Here
9/16/20 – 10:00am CT Register Here
9/30/20 – 10:00am CT Register Here
In this training, we will be highlighting the process from start to finish of migrating UHC fully-
insured groups to All Savers. We’ll go over how to request quotes from your RAE, the
necessary documents in order to submit the migration, and other best practices in order to
ensure the smoothest and fastest transition. Additionally, we will highlight the basics of how to

understand a renewal packet, process a renewal in our system, and how to run alternate
renewal quotes.

All Savers®: Reviewing the Executive Summary Report
7/9/20 – 1:00pm CT Register Here
8/13/20 – 1:00pm CT Register Here
9/10/20 – 1:00pm CT Register Here
The All Savers Executive Summary presentation will provide a deep dive into the layers of
information available for your All Savers level funded plan. The session will focus on how to
interpret and understand the utilization data provided in the report as well as address
frequently asked questions and enhancements scheduled for 2020. The goal being to help
brokers/employers achieve a more comprehensive understanding of not only how your All
Savers group is performing at a given point in time but also how to share this information at a
glance.

All Savers® Alternate Funding Website and Process Training
7/1/20 – 10:00am CT Register Here
8/5/20 – 10:00am CT Register Here
9/2/20 – 10:00am CT Register Here
The All Savers Alternate Funding Website and Process Training is a live demo for producers
and agency sales support on myallsavers.com. You will learn the ins and outs of using the site
as a first-time user or update your skills if you are already using the site, including; An
introduction to the site for prospective All Savers users, How to utilize the site to facilitate your
sales including plan information, forms and brochures and explanation of quotes, and How to
process a quote from preparation of a street quote through installation. The more of these
features you and your agency master, the quicker you will be able to deliver results to your
clients when it comes to the All Savers sales cycle!

All Savers® Alternate Funding Welcome Webinar for groups with
UnitedHealthcare Motion®
7/15/20 – 10:00am CT Register Here
8/12/20 – 10:00am CT Register Here
9/16/20 – 10:00am CT Register Here
Please join All Savers on a webinar to review the material received in the new business
welcome kit and to review the post-installation onboarding process for new All Savers

Alternate Funding groups. This high-level overview is designed to help you help your clients to
get the most out of their new All Savers Alternate Funding plan. The webinar is for any new
employer group and the intended audience includes the owner, any administrative contact(s)
and broker.

All Savers® Alternate Funding Welcome Webinar (Employers in DE, KS, MO,
NJ, PA or WI)
7/14/20 – 1:00pm CT Register Here
8/11/20 – 1:00pm CT Register Here
9/15/20 – 1:00pm CT Register Here
Please join All Savers on a webinar to review the material received in the new business
welcome kit and to review the post-installation onboarding process for new All Savers
Alternate Funding groups. This high-level overview is designed to help you help your clients to
get the most out of their new All Savers Alternate Funding plan. The webinar is for any new
employer group and the intended audience includes the owner, any administrative contact(s)
and broker.

Benefitter
7/29/20 – 3:00pm CT Register Here
8/27/20 – 1:30pm CT Register Here
9/23/20 – 3:00pm CT Register Here
Introducing the Benefitter Sales Enablement technology. Benefitter is an alternative way of
getting 2-50 ACA community rates and our 5-50 All Savers Alternate/Level Funded quotes, all
in one place. Please join us for a webinar to learn about this distinctive, easy-to-use, multi-
carrier quote-to-enroll platform optimized for the small group market broker that will simplify
the selling process for you and your agency. (Check with your local Account Executive for
availability in your area)

Broker and Agency 101 New Business Training - The tools and tactics to sell
UHC and All Savers® like a Pro
7/21/20 – 10:00am CT Register Here
8/26/20 – 1:00pm CT Register Here
9/23/20 – 10:00am CT Register Here
This session will discuss all topics for a new broker to write new business. We will go over
requirements to quote a group, understanding the quote that is produced, quoting new

business in Sales Automation Management (SAM) and enrolling new business in SAM. We
will also touch on where to go for service issues.

Broker and Agency 101 Renewal Training: The tools and tactics to Renew
and service UHC and All Savers® like a Pro
7/14/20 – 10:00am CT Register Here
8/11/20 – 10:00am CT Register Here
9/15/20 – 10:00am CT Register Here
This session will provide a high-level overview for a broker to renew business with UHC and
All Savers. We will go over how to access renewal info online, how to quote alternate plans
and additional lines of coverage, how to renew groups online, and where to go for service
issues.

Employer eServices® Training – Policies with under 100 eligible employees
7/8/20 – 12:00pm CT Register Here
7/23/20 – 12:00pm CT Register Here
8/7/20 – 10:00am CT Register Here
8/18/20 – 12:00pm CT Register Here
9/9/20 – 12:00pm CT Register Here
9/24/20 – 12:00pm CT Register Here
The Employer eServices® training will provide an overview of Employer eServices navigation
as well as include demonstrations on the eligibility function in the context of policies with
under 100 eligible employees. These sessions are designed to complement existing
Employer eServices training tools such as online tutorials and help, training-on-demand and
quick reference guides. Each training session will last around 60 minutes. These trainings will
be the most likely to be full a few days prior to the training date.

Health Savings Accounts – Fact, Fiction, and the UHC plan designs you will
see paired with them
7/22/20 – 1:00pm CT Register Here
8/26/20 – 1:00pm CT Register Here
9/23/20 – 1:00pm CT Register Here
Small businesses and their employees deserve to get the most out of their finances when it
comes to health care. This is why UnitedHealthcare offers an integrated Health Savings

Account solution thanks our relationship with Optum Bank, a leading custodian of HSAs
nationwide. In this event we will discuss the HSA experience with Optum® Bank and an
overview of the available medical plan designs offered by UnitedHealthcare and All Savers
that are compatible with HSA accounts. Join us to learn how streamlined and coordinated
enrollment, implementation and administration can help your clients when they pair a
qualified high-deductible health plan from UnitedHealthcare with a tax-advantaged HSA from
Optum Bank!

Rally® Digital Health and Wellness Experience – What’s New for Your
Clients!
7/16/20 – 2:00pm CT Register Here
8/25/20 – 11:00am CT Register Here
The Rally experience employs industry-leading technologies, gaming and social media to help
engage members in new ways. The interactive capabilities challenge employees and their
families to take greater daily ownership of their health. The Rally platform offers an experience
designed to help people feel empowered and motivated through simple, fun interactions and
personalization. Rally integrates with other UHC Wellness programs such as our Quit For
Life® industry-leading tobacco cessation coaching program, and Real Appeal®, our evidence-
based, virtual diabetes prevention and weight-loss program. The Rally app includes the new
Gym Check In member incentive program (where available). Please join this presentation
given by our Rally staff!

Real Appeal Broker/AMT Info Session
7/28/20 – 1:00pm CT Register Here
8/26/20 – 1:00pm CT Register Here
The Real Appeal® broker information sessions will help participants learn more about
UnitedHealthcare’s Real Appeal weight loss program and the benefits it offers
UnitedHealthcare Fully Insured and All Savers Small Business customers! The sessions will
showcase how the program has helped members lose more than 1 million pounds through
one-on-one personalized coaching and engaging digital tools that lead to behavior change,
scalable disease prevention and medical savings for employers. Participants will have the
opportunity to walk through the Real Appeal employer site (engage.realappeal.com), ask
questions about the program and better understand the tools and resources available. Please
join our Real Appeal team on this deep dive presentation of our groundbreaking approach to
weight loss, based on science and designed to be different. Real Appeal is a free and
convenient 52-week online weight-loss program that puts interactive videos, live online group

discussions, and personalized coaching at the fingertips of the majority of our Small Business
UnitedHealthcare Fully Insured and All Savers Alternate Funding members.

SAM Quote and Enroll Overview
7/30/20 – 12:00pm CT Register Here
8/31/20 – 10:00am CT Register Here
9/17/20 – 12:00pm CT Register Here
The SAM Quote and Enroll Overview webinar will provide valuable information and insight on
using our up Small Business Community Rated plan tool Sales Automation Management
(SAM). Sales Automation Management - or SAM - is a new and improved online tool that
allows you to quickly and efficiently comparison shop, quote and enroll your small business
clients in UnitedHealthcare medical and specialty products.

SAM Renewal Training
7/28/20 – 1:00pm CT Register Here
8/21/20 – 10:00am CT Register Here
9/14/20 – 12:00pm CT Register Here
You can now manage all your UnitedHealthcare small business renewals and other activities
in one place with a streamlined, automated tool. Sales Automation Management (SAM)
renewal follows the printed renewal package and mirrors the intuitive design of SAM Quote
and Enroll making the process easier and more efficient. SAM Renewal allows you to view all
ACR Small Business eligible renewals, renew “as is”, run alternate quotes and easily add new
products, submit census and enrollment changes, receive plan change confirmation within 48
hours, and more. This training will walk you through the process of submitting a SAM
Renewal and will be 30 minutes in length.

Small Business UHC Motion® - Walking: The New Drug.
7/21/20 – 1:00pm CT Register Here
8/18/20 – 1:00pm CT Register Here
9/15/20 – 11:00am CT Register Here
UnitedHealthcare Motion® helps motivate employees to do more of what they already do
every day: walk. It is designed as an easy-to-implement walking program that provides
participants incentives and inspiration to help encourage a healthier lifestyle. Our UHC Motion
team will review our UHC Motion wellness benefit, which is available on many Small Business

UHC Fully Insured and All Savers Alternate Funding plans. UHC Motion is a program that
supports a healthier lifestyle to give employees an opportunity to earn incentives for out-of-
pocket medical expenses. It works with a wearable activity device and a mobile app. Please
join us to learn more about the UHC Motion program for Small Business employers!

UHC Specialty - Dental, Vision & Financial Protection
7/14/20 – 1:00pm CT Register Here
8/25/20 – 1:00pm CT Register Here
9/22/20 – 1:00pm CT Register Here
Join us to learn the advantages of placing dental, vision and financial protection products with
UnitedHealthcare. We will share the benefits that make us unique as a specialty carrier for
each product line and highlight items like ease of administration, Packaged Savings and our
uBundle discount to help explain why UHC offers the best value for ancillary benefits!

UHC’s Pharmacy Strategy
7/15/20 – 12:00pm CT Register Here
8/4/20 – 12:00pm CT Register Here
9/21/20 – 12:00pm CT Register Here
Doctor of Pharmacy level staff from UHC’s Pharmacy team will be presenting a review of
UHC’s pharmacy management strategy, consumer experience and cost reduction strategies,
and opioid management strategies. The knowledge you and your agency gain from this
presentation will put you in position to understand both UnitedHealthcare and industry wide
drug coverage decisions and to better coach your clients through the complicated web of
generic, brand name, and Specialty drugs in the marketplace. We will also compare and
contrast our standard Advantage PDL formulary and our more cost effective Essential PDL
formulary in order to help you understand which PDL may be the best fit for your clients. This
is a presentation that we are thrilled to offer and that you will not want to miss!

UnitedHealthcare Benefit Services – No-Fee COBRA, FSA, and Pre-Tax
Premium Plans
6/30/20 – 10:00am CT Register Here
7/28/20 – 10:00am CT Register Here
8/25/20 – 10:00am CT Register Here
UnitedHealthcare Benefit Services offers a wide range of services that are available at no
additional cost to employers that have small business coverage with UnitedHealthcare and

are a great added value! The administrative services offered include COBRA/State
Continuation, Pre-tax premium (PTP), and Flexible Spending Accounts (FSA). Our
UnitedHealthcare Benefit Services staff will be presenting an overview of our offerings.