Utilizing the appropriate materials is essential in promoting the plans fit for the prospective employer groups. Help educate and provide your clients with valuable information on the ways they and their retirees/spouses can benefit from choosing AARP Medicare Supplement Plans.
Prior to submitting any enrollment applications contact your Regional Sales Director to initiate the agent-directed employer group sales process and discuss the next steps.
In order to evaluate the Employer group for eligibility, a roster of eligible retirees and spouses must be completed and submitted along with an employer group set-up form. The roster identifies who is eligible to enroll under the employer and lists demographic information as well as subsidy amounts. Not all fields are required at this time, but employers should complete as much information as possible to ensure an accurate quote is prepared. Required fields are:
The set-up form lists key information including:
*Agents are prohibited from creating new or altering existing marketing materials for AARP Medicare Plans. Any material that states the product name or uses a logo for an AARP-branded product in any piece must be approved by UnitedHealthcare (UHC) and AARP Services, Inc. (ASI), AARP's wholly owned subsidiary, and in some cases, filed with each state and/or the Centers for Medicare and Medicaid Services (CMS) prior to use. Therefore, you must only use sales and marketing materials provided by UnitedHealthcare to promote AARP Medicare Plans. You must not create your own pieces with the AARP-branded product name or logo. The availability of sales and marketing materials may vary by state and/or county.
It is now possible to offer AARP® Medicare Supplement Plans, Insured by UnitedHealthcare Insurance Company (UnitedHealthcare), to employer group plan retirees.