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AgentDirected Employer
Group Sales Guide
For AARP Medicare Supplement Insurance Plans,
insured by UnitedHealthcare Insurance CompanyConfidential and Proprietary. For internal use only. Do not distribute.
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How to fill out agent-directed employer group sales
How to fill out agent-directed employer group sales
01
Gather all necessary information about the employer group, such as their name, contact details, and group size.
02
Determine the employer group's specific needs and preferences regarding insurance coverage.
03
Research different insurance plans offered by various carriers that would meet the employer group's requirements.
04
Schedule a meeting with the employer group to discuss the available options and explain the benefits of enrolling in agent-directed employer group sales.
05
Assist the employer group in completing all necessary paperwork and application forms.
06
Submit the completed forms and required documents to the insurance carrier.
07
Follow up with the insurance carrier to ensure that the application is processed in a timely manner.
08
Communicate with the employer group throughout the application process, providing updates and addressing any questions or concerns they may have.
09
Once the application is approved, assist the employer group in managing their insurance coverage, including enrollment and ongoing support.
Who needs agent-directed employer group sales?
01
Employers who are looking to provide group health insurance coverage for their employees.
02
Insurance agents who specialize in selling employer group health insurance plans.
03
Employees who are part of an employer group and are seeking comprehensive health insurance coverage.
04
Businesses or organizations that want to offer health insurance benefits to attract and retain talented employees.
05
Small businesses that may not be able to afford individual health insurance plans for their employees but can benefit from group rates.
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