SAM information and training
Sales Automation Management — or SAM — is a new and improved online tool that allows you to quickly and efficiently comparison shop, quote and enroll your small business clients in UnitedHealthcare medical and specialty products.
Effective immediately, please use SAM for all small business quoting and enrollment – and begin enjoying the benefits of faster case submission today.
Simply sign in to UnitedeServices.com to get started.
How SAM works
- How to Get a Quote (Sell Sheet)
- How to Enroll a Group (Sell Sheet)
- Guide to SAM Quote and Enroll Enhancements
- How to Renew a Group in SAM
- Completing a Renewal in SAM
Training and educational resources
- Access Interactive Demos, Tutorials and Quick Reference Guides for more detailed instruction on using SAM
- Webinar training sessions:
- Register to attend one of the scheduled sessions below to learn how to use SAM Quote and Enroll:
- Register to attend one of the scheduled sessions below to learn how to use SAM Renewal: