![]() Termed members in the first year of their plan enrollment will appear for 90 days if there is no plan change.Future effectives will appear in the Jarvis BoB once initial agency commissions are paid or the agency is the AOR.Members who have a solicitor AOR are included in the agency BoB report, but solicitor agents will NOT receive access to the Jarvis BoB.Upline and downline hierarchy information will be included in the report with NPN number and Writing ID Status for all levels.To access your BoB, visit Jarvis> Tools > Book of Business The BoB report is accessed through Jarvis with the ability to view up to 2K records in the browser screen, search for specific members, and export a detailed report of all members using Microsoft Excel.Agencies will have access to a Medicare member’s information IF the agency is receiving commission payments for that member or is the agent of record (AOR). ![]() Please note, this message only applies to Medicare membership. This will give agencies the convenience of accessing member information to support retention efforts, outreach, marketing, and business planning. ![]() After gathering feedback, UHC is excited to announce they are now offering Jarvis BoB access to agency partners as well. UnitedHealthcare currently provides agents with access to their book of business (BoB) information on the Jarvis agent portal.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |