Sales Tool Guides

Reference Guides

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

Sales Tool Guides

Take advantage of UnitedHealthcare tools and resources to enhance the experience for both you and your members. Check out the guides below to quickly get information about our tools and how to use them.

Agent Technology Quick Reference Guides

Explore quick reference guides designed to help agents efficiently navigate and use key tools across Jarvis and other platforms.

Book of Business Medicare Product Portal Jarvis Applications Tab

Drug Cost Estimator JarvisEnroll Jarvis Notification Center

Enrollment Tool Guides

Get quick answers about our enrollment tools and resources.

JarvisEnroll Remote Signature Process JarvisEnroll Voice Signature JarvisEnroll Primary Care Provider (PCP) Process JarvisEnroll User Guide

Jarvis Electronic Scope of Appointment PDF Provider Search User Guide Drug Cost Estimator Job Aid Book of Business User Guide

Jarvis Guides

Learn more about how to use the tools within Jarvis.

Jarvis FAQs Jarvis Mobile App FAQs

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