Sales automation management information and training
Check out SAM: Quick quoting. Comparison shopping. Enrolling online
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 login to www.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: