Compliance

Reference Guides

Quick-to-access information for benefits, tools, compliance and more

Compliance

Agents who conduct business with UnitedHealthcare must remain compliant. Review the Agent Guide and resources below to stay up to date on policy changes and requirements.

Key Compliance Resources

Meeting & Event Resources Sales Policy Job Aid – Permission to Contact and Lead Generation

Sales Policy Job Aid – Scope of Appointment Agent Website and Social Media Guidelines Job Aid

Sales Compliance

On April 12, 2023, the Centers for Medicare & Medicaid Services (CMS) issued new and updated Sales and Marketing requirements applicable to Medicare Advantage and Part D plans. This document highlights those changes and related UnitedHealthcare policy changes so you can familiarize yourself with these requirements as you prepare for Annual Enrollment Period (AEP).

2024 Sales and Marketing requirements

Other Resources

Privacy and Security PDF UHC Broker Risk Management Program FAQ PDF EDO Compliance Guide (Applicable for NMA, eAlliance and Telesales Vendor) Agent Website Registration Form PDF Agent Created and UnitedHealthcare Toolkit Materials Guidelines Job Aid Agent Website and Social Media Guidelines Job Aid

UnitedHealthcare Broker Data Security Portal Compliance Questions Email Job Aid Agent of Record FAQ Agent of Record Responsibilities and Guidelines

Need Help?

Contact the Producer Help Desk (PHD)

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Monday - Friday 9am - 9pm CST

Monday - Friday 7am - 7pm CST

phd@uhc.com ACABrokerSupport@uhc.com 888-381-8581 866-235-4095

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