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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.
UnitedHealthcare Agent Toolkitwww.unitedhealthproducers.com
For agent reference only. Not to be used at point of sale with consumers.
UnitedHealthcare Agent Toolkit
For agent reference only. Not to be used at point of sale with consumers.
UnitedHealthcare Agent Toolkit
For agent reference only. Not to be used at point of sale with consumers.
UnitedHealthcare Agent Toolkit
Click “GO TO AGENT AGENT TOOLKIT”.
For agent reference only. Not to be used at point of sale with consumers.
UnitedHealthcare Agent Toolkit
Choose what you’d like to do.
For agent reference only. Not to be used at point of sale with consumers.
UnitedHealthcare Agent Toolkit
Choose which product.
For agent reference only. Not to be used at point of sale with consumers.
UnitedHealthcare Agent Toolkit
Choose the brand.
For agent reference only. Not to be used at point of sale with consumers.
UnitedHealthcare Agent Toolkit
Select the message.
For agent reference only. Not to be used at point of sale with consumers.
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.
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.
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.
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.
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.
UnitedHealthcare Agent Toolkit
For agent reference only. Not to be used at point of sale with consumers.
UnitedHealthcare Agent Toolkit
For agent reference only. Not to be used at point of sale with consumers.
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.
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.
UnitedHealthcare Agent Toolkit
For agent reference only. Not to be used at point of sale with consumers.