UHC Jarvis is UnitedHealthcare’s online agent portal designed to help insurance agents manage their business, access training, and track client information. This guide will walk you through the steps to get started with UHC Jarvis efficiently.
Step 1: Visit the UHC Jarvis Portal
Open a web browser and go to the official UHC Jarvis portal: https://www.uhcjarvis.com.
Step 2: Log In or Register for an Account
For Returning Users:
- Enter your One Healthcare ID and password.
- Click the Sign In button to access your account.
For New Users:
- Click on “Register” to create a One Healthcare ID.
- Provide the required details, including your National Producer Number (NPN).
- Verify your identity through email confirmation.
- Set up security questions and create a password.
- Complete the registration process and log in.
Step 3: Explore Key Features
Once logged in, you can access various tools, including:
- Agent Training & Certifications – Complete required certifications and training courses.
- Client Management – Track applications, policies, and client details.
- Sales & Marketing Resources – Access product guides, sales tools, and marketing materials.
- Commission & Payment Tracking – Monitor commission statements and earnings.
- Support & Compliance – Get assistance and stay updated on compliance policies.
Step 4: Troubleshooting Access Issues
If you experience difficulties accessing UHC Jarvis:
- Use the “Forgot Password” option to reset your credentials.
- Ensure you have an active One Healthcare ID.
- Clear your browser’s cache and cookies.
- Contact UHC Agent Support for further assistance.
Conclusion
UHC Jarvis is a powerful tool that helps agents streamline their workflow and manage client interactions. By following these steps, you can quickly get started and take full advantage of the platform’s resources. For further support, reach out to UHC’s agent support team.