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Guidelines

Contact your Regional Sales Director for more information and the next steps.

  • Pacific:
    Angelo Terese - angelo_p_terese@uhc.com
    Dellys Billingslea - dellys.billingslea@uhc.com

  • Central:
    Jim Lastres - james.lastres@uhc.com
    Tina Johnson - tina_h_johnson@uhc.com

  • Southeast:
    Clare Hughes - clare_a_hughes@uhc.com

  • Northeast:
    Tim Tilson - tim_tilson@uhc.com

Agent-Directed Employer Group Sales Guide

Download the Agent-Directed Employer Group Guidelines for complete details.

Eligibility

Agents

  • Must be licensed, appointed, contracted and certified to offer AARP Medicare Supplement Plans
  • Must be designated as the Agent of Record by the employer.

Employer Groups

  • Must have a minimum of 10 eligible retirees/spouses.

Eligible Retirees/spouses

  • Must be retired
  • Must be AARP members at the time of enrollment. In some cases, assistance may be available to cover the cost of AARP membership.
  • Must be 65 or older and have active Medicare Parts A and B coverage at the time of the effective date of the Medicare Supplement Plan.
  • Must be replacing employer group coverage.

NOTE: Active employees are not eligible

Agent Sales Options

There are two ways an agent can arrange for retiree/spouse enrollment:

Agent-Enrolled Sales - Agents may elect to complete the enrollment application in person with retirees/spouses for groups of 10 to 99. Agents must be licensed, appointed, contracted and certified to offer AARP Medicare Supplement Plans in the states where retirees/spouses reside for this option.

Agent-Referred Sales - UnitedHealthcare will complete the enrollment process for groups of 100 retirees/spouses or more. Agents must be licensed, appointed, contracted and certified to offer AARP Medicare Supplement Plans in the state where the employer is headquartered for this option.

Note: Agents may also elect to have UnitedHealthcare complete the enrollment process for groups with fewer than 100 retirees/spouses. Agents will receive compensation for either enrollment method, but compensation varies according to the method. 

Great news!

It is now possible to offer AARP® Medicare Supplement Plans, Insured by UnitedHealthcare Insurance Company (UnitedHealthcare), to employer group plan retirees.