Automated uBundle savings illustrations, delivered to brokers

As a broker, you know that timing matters. When a group's rates are finalized, the window to show value and shape a client's decision opens quickly — and the faster you can present savings opportunities, the better positioned you are to guide that conversation.

To help you move faster, UnitedHealthcare is now automatically generating and delivering uBundle® and Packaged Savings® illustrations for eligible 2–50 Level Funded groups. There's no need to request them or wait for manual calculations. When an eligible group's rates are finalized, you'll receive the illustration by email from UnitedHealthcare Small Business Sales.

Historically, building uBundle and Packaged Savings illustrations required significant manual effort, which meant many eligible groups never received a savings illustration — even when they qualified for the program. By automating the process, UnitedHealthcare can now deliver savings illustrations at scale, helping ensure you have timely access to savings information for every qualified Level Funded opportunity — without the manual lift.

When rates are finalized for an eligible 2–50 Level Funded group, you'll automatically receive a savings illustration via email from UnitedHealthcare Small Business Sales. The illustration provides estimated savings available through uBundle and Packaged Savings programs, eliminating the need to manually calculate potential savings.

• Potential savings opportunities are delivered automatically for eligible 2–50 Level Funded groups, so you don't have to chase down the numbers
• Savings estimates arrive when rates are finalized, helping you understand the value of bundling sooner and bring timely insights to your client conversations
• uBundle can help reduce medical plan costs when eligible specialty products are bundled with UnitedHealthcare medical coverage
• Packaged Savings illustrations provide additional visibility into available savings opportunities beyond uBundle alone
• Automated delivery simplifies the quoting experience and removes the need for manual savings calculations
• You can quickly identify opportunities to discuss specialty products and overall affordability with your clients

Think of each illustration as a conversation starter. When it lands in your inbox, you'll have a clear, ready-to-share picture of the potential savings available by bundling specialty benefits with UnitedHealthcare medical coverage. You can use it to identify groups where bundling could meaningfully lower medical plan costs, start or strengthen the conversation about specialty products and overall affordability, and bring timely, data-driven savings insights to your client discussions — without waiting on manual calculations.