Client management

Tools and resources to manage your clients efficiently and effectively.

Manage your book of business

United eServices delivers information and tools for your UnitedHealthcare clients, specifically groups with 2 to 50 employees.

  • Get a quote using the Sales Automation Management (SAM) tool. Get SAM information and training
  • Access renewals
  • View commission statements
  • See benefit summaries and more

Manage clients' health plans

Employer eServices provides a suite of tools to simplify health plan management for you and your clients.

  • Receive eligibility updates
  • Pay invoices
  • Check out wellness tips and more

Learn about our broker rewards program

United Advantage® rewards top-performing agencies with exclusive access to resources and benefits that help differentiate your firm from the competition.

Administration for Oxford and All Savers

Insurance for individuals not enrolled in employer-sponsored plans

Health plan resources and employee communications

Resources to help you serve your client’s needs and drive engagement among their employees.

State-based documents and operational materials

This resource provides market-specific product grids, employee applications and other forms, as well as marketing materials for employers and employees.

Planning tool for employee engagement information

Employee Engagement Planner® is a calendar-based tool where employers can deliver health plan communications to engage their employees at the right time throughout the year.

Want to learn more about our products and solutions?

Get details about our medical plans, pharmacy and behavioral health benefits, specialty plans and more.