Sales Tool Guides

Reference Guides

Individual & Family Plans

Sales Tool Guides

Discover UnitedHealthcare tools and resources that help enhance the experience for both you and your members. Review the guides below for quick access to tool information and usage tips.

Agent Quick Reference Guides

IFP Application Status QRG BOB: IFP Member Profile Page QRG Commission Overview Agent & Member Self-service flyer

IFP Delegated Access QRG Star Ratings FAQ Star Ratings FAQ - Spanish Agent & Member Self-service flyer - Spanish

Jarvis Guides

Find what you need to know on demand, 24/7. The more you know about Jarvis, the better you will be able to take advantage of all the tools at your fingertips

Jarvis IFP User Guide