Reminder Regarding the Annual Sales Production Evaluation Period Administrative Fee

UnitedHealthcare wants fully engaged agents who are excited to understand and meet the needs of Medicare-eligible consumers and is committed to providing the tools and resources needed for agents to succeed.

As a reminder, if you have not sold UnitedHealthcare® plans during your evaluation period, you will be charged an administrative fee.

Overview of Policy Changes

·         Back on April 1, 2021 UnitedHealthcare changed the annual sales production evaluation period to a recurring 12-month period. The recurring 12-month evaluation period begins the first full month an agent’s writing number was issued and ends 12 months later.

·         Any External Distribution Channel (EDC) agent/agency that has an active agent level contract, but has not sold at least one UnitedHealthcare Medicare Advantage (MA), Part D plan (PDP) or Medicare Supplement product (i.e. submitted and approved active member application) during their recurring 12-month evaluation period will be charged an administrative fee.

·         If an agent fails to meet this production requirement and has an active book of business, the agent will incur an administrative fee. If they do not have a book of business, UnitedHealthcare will charge the agent’s immediate upline for the administrative fee.

·         In addition to changing to a recurring 12-month evaluation period, a change was made to the termination part of the policy. Now, agents who do not meet the production requirement regardless if they have or do not have an active book of business, will not be terminated.

·         This administrative fee will be charged regardless of how many months the writing ID was active during the evaluation period.

Administrative Fee

·         $150 administrative fee

To learn more, please read the following:

·         Agent FAQ

Thank you for your business!