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UnitedHealthcare Agent Toolkit Q: How can you generate your own leads for UnitedHealthcare’s Medicare products? • Promote a specific product or benefit • Advertise a sales event • Follow-up with a prospect or customer • Reach out to the those turning 65 A: The UnitedHealthcare Agent Toolkit For agent reference only. Not to be used at point of sale with consumers.

Q: How can you generate your own leadsseniormarketsales.s3.amazonaws.com/docs/uhc/2010+United...generate your own leads for UnitedHealthcare’s Medicare products? • Promote a specific

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Page 1: Q: How can you generate your own leadsseniormarketsales.s3.amazonaws.com/docs/uhc/2010+United...generate your own leads for UnitedHealthcare’s Medicare products? • Promote a specific

UnitedHealthcare Agent Toolkit

Q: How can you generate your own leadsfor UnitedHealthcare’s Medicare products?

• Promote a specific product or benefit

• Advertise a sales event

• Follow-up with a prospect or customer

• Reach out to the those turning 65

A: The UnitedHealthcare Agent Toolkit

For agent reference only. Not to be used at point of sale with consumers.

Page 2: Q: How can you generate your own leadsseniormarketsales.s3.amazonaws.com/docs/uhc/2010+United...generate your own leads for UnitedHealthcare’s Medicare products? • Promote a specific

UnitedHealthcare Agent Toolkitwww.unitedhealthproducers.com

For agent reference only. Not to be used at point of sale with consumers.

Page 3: Q: How can you generate your own leadsseniormarketsales.s3.amazonaws.com/docs/uhc/2010+United...generate your own leads for UnitedHealthcare’s Medicare products? • Promote a specific

UnitedHealthcare Agent Toolkit

For agent reference only. Not to be used at point of sale with consumers.

Page 4: Q: How can you generate your own leadsseniormarketsales.s3.amazonaws.com/docs/uhc/2010+United...generate your own leads for UnitedHealthcare’s Medicare products? • Promote a specific

UnitedHealthcare Agent Toolkit

For agent reference only. Not to be used at point of sale with consumers.

Page 5: Q: How can you generate your own leadsseniormarketsales.s3.amazonaws.com/docs/uhc/2010+United...generate your own leads for UnitedHealthcare’s Medicare products? • Promote a specific

UnitedHealthcare Agent Toolkit

Click “GO TO AGENT AGENT TOOLKIT”.

For agent reference only. Not to be used at point of sale with consumers.

Page 6: Q: How can you generate your own leadsseniormarketsales.s3.amazonaws.com/docs/uhc/2010+United...generate your own leads for UnitedHealthcare’s Medicare products? • Promote a specific

UnitedHealthcare Agent Toolkit

Choose what you’d like to do.

For agent reference only. Not to be used at point of sale with consumers.

Page 7: Q: How can you generate your own leadsseniormarketsales.s3.amazonaws.com/docs/uhc/2010+United...generate your own leads for UnitedHealthcare’s Medicare products? • Promote a specific

UnitedHealthcare Agent Toolkit

Choose which product.

For agent reference only. Not to be used at point of sale with consumers.

Page 8: Q: How can you generate your own leadsseniormarketsales.s3.amazonaws.com/docs/uhc/2010+United...generate your own leads for UnitedHealthcare’s Medicare products? • Promote a specific

UnitedHealthcare Agent Toolkit

Choose the brand.

For agent reference only. Not to be used at point of sale with consumers.

Page 9: Q: How can you generate your own leadsseniormarketsales.s3.amazonaws.com/docs/uhc/2010+United...generate your own leads for UnitedHealthcare’s Medicare products? • Promote a specific

UnitedHealthcare Agent Toolkit

Select the message.

For agent reference only. Not to be used at point of sale with consumers.

Page 10: Q: How can you generate your own leadsseniormarketsales.s3.amazonaws.com/docs/uhc/2010+United...generate your own leads for UnitedHealthcare’s Medicare products? • Promote a specific

UnitedHealthcare Agent Toolkit

Select the piece> Flyer> Ad> Postcard.

Meeting versions vs. NON-meeting.

For agent reference only. Not to be used at point of sale with consumers.

Page 11: Q: How can you generate your own leadsseniormarketsales.s3.amazonaws.com/docs/uhc/2010+United...generate your own leads for UnitedHealthcare’s Medicare products? • Promote a specific

UnitedHealthcare Agent Toolkit

Customize the piecepiece> Picture/Image> Key Bullet Points> Agent Name and phone number.

For agent reference only. Not to be used at point of sale with consumers.

Page 12: Q: How can you generate your own leadsseniormarketsales.s3.amazonaws.com/docs/uhc/2010+United...generate your own leads for UnitedHealthcare’s Medicare products? • Promote a specific

UnitedHealthcare Agent Toolkit

BE SURE TO CLICK “UPDATE” � on each screen BEFORE you click “NEXT STEP”.�

� �

For agent reference only. Not to be used at point of sale with consumers.

Page 13: Q: How can you generate your own leadsseniormarketsales.s3.amazonaws.com/docs/uhc/2010+United...generate your own leads for UnitedHealthcare’s Medicare products? • Promote a specific

UnitedHealthcare Agent Toolkit

Select your output> Download (and print yourself), or -> Order the printed item from UHC

at your cost

For agent reference only. Not to be used at point of sale with consumers.

Page 14: Q: How can you generate your own leadsseniormarketsales.s3.amazonaws.com/docs/uhc/2010+United...generate your own leads for UnitedHealthcare’s Medicare products? • Promote a specific

UnitedHealthcare Agent Toolkit

Even if you choose to DOWNLOAD your item and print it yourself, you must still click “ADD TO SHOPPING CART” for the system to generate your final PDF.

For agent reference only. Not to be used at point of sale with consumers.

Page 15: Q: How can you generate your own leadsseniormarketsales.s3.amazonaws.com/docs/uhc/2010+United...generate your own leads for UnitedHealthcare’s Medicare products? • Promote a specific

UnitedHealthcare Agent Toolkit

For agent reference only. Not to be used at point of sale with consumers.

Page 16: Q: How can you generate your own leadsseniormarketsales.s3.amazonaws.com/docs/uhc/2010+United...generate your own leads for UnitedHealthcare’s Medicare products? • Promote a specific

UnitedHealthcare Agent Toolkit

For agent reference only. Not to be used at point of sale with consumers.

Page 17: Q: How can you generate your own leadsseniormarketsales.s3.amazonaws.com/docs/uhc/2010+United...generate your own leads for UnitedHealthcare’s Medicare products? • Promote a specific

UnitedHealthcare Agent Toolkit

The system will process your item. It may take awhile for approval.

For agent reference only. Not to be used at point of sale with consumers.

Page 18: Q: How can you generate your own leadsseniormarketsales.s3.amazonaws.com/docs/uhc/2010+United...generate your own leads for UnitedHealthcare’s Medicare products? • Promote a specific

UnitedHealthcare Agent Toolkit

You will receive a confirmation e-mail from:[email protected] your downloadable item has been processed explaining how you can save it to your desktop for you to print.

For agent reference only. Not to be used at point of sale with consumers.

Page 19: Q: How can you generate your own leadsseniormarketsales.s3.amazonaws.com/docs/uhc/2010+United...generate your own leads for UnitedHealthcare’s Medicare products? • Promote a specific

UnitedHealthcare Agent Toolkit

For agent reference only. Not to be used at point of sale with consumers.