LEAN is the one stop shop for agents to efficiently enroll members into UnitedHealthcare Medicare Plans, but we realize you might have some questions. Learn more here on some of our hot topics.
How do I access LEAN?
The LEAN website is available via Jarvis or directly at https://leanfs.uhc.com/prweb/PRAuth/FieldSales.
The LEAN mobile app is available for download from the Apple App Store® (iOS devices) and Google Play™ (Android™ devices).
The LEAN website is available via Jarvis or directly at https://leanfs.uhc.com/prweb/PRAuth/FieldSales.
The LEAN mobile app is available for download from the Apple App Store® (iOS devices) and Google Play™ (Android™ devices).
How do I log into LEAN?
Log into LEAN using the same Optum ID credentials you use to log into Jarvis.
Log into LEAN using the same Optum ID credentials you use to log into Jarvis.
What kind of mobile device should I use?
LEAN is specifically designed for and tested on iPads® and Samsung Galaxy® Android tablets.
Additionally, the LEAN mobile app is designed to be used in landscape (horizontal) orientation.
LEAN is specifically designed for and tested on iPads® and Samsung Galaxy® Android tablets.
Additionally, the LEAN mobile app is designed to be used in landscape (horizontal) orientation.
Can I use LEAN app on my smartphone?
Yes. However, the LEAN mobile app was not tested or recommended for use on smartphones.
Yes. However, the LEAN mobile app was not tested or recommended for use on smartphones.
Can I use a mobile hotspot with LEAN?
Yes. Mobile hotspots can be used with LEAN, but slow connections can cause potential data interruptions and poor experience. It is recommended to use LEAN either on a stable Wi-Fi connection or entirely offline.
Yes. Mobile hotspots can be used with LEAN, but slow connections can cause potential data interruptions and poor experience. It is recommended to use LEAN either on a stable Wi-Fi connection or entirely offline.
Can I use LEAN offline on my laptop?
No. LEAN is currently not available for use offline on desktop or laptop computers.
No. LEAN is currently not available for use offline on desktop or laptop computers.
How do I use LEAN offline?
If you have an internet connection and want to force your mobile device offline, you can do one of two ways:
If you do not have a cellular connection, you can disable Wi-Fi and you will go offline.
If you have a cellular connection as well as Wi-Fi, you can go into Airplane Mode to disable both Wi-Fi and the cellular connection.
When you are offline, you will see a red offline bar at the bottom of each screen.
If you are logged into the LEAN mobile app, LEAN will automatically continue working if you lose your connection.
If you have an internet connection and want to force your mobile device offline, you can do one of two ways:
If you do not have a cellular connection, you can disable Wi-Fi and you will go offline.
If you have a cellular connection as well as Wi-Fi, you can go into Airplane Mode to disable both Wi-Fi and the cellular connection.
When you are offline, you will see a red offline bar at the bottom of each screen.
If you are logged into the LEAN mobile app, LEAN will automatically continue working if you lose your connection.
How do I submit offlines applications?
Once an application is submitted while offline, it will have a Pending Upload status. These applications will upload automatically if you are logged into LEAN when you reconnect to Wi-Fi. If this does not occur, use Refresh List to manually attempt the upload.
Once an application is submitted while offline, it will have a Pending Upload status. These applications will upload automatically if you are logged into LEAN when you reconnect to Wi-Fi. If this does not occur, use Refresh List to manually attempt the upload.
Can I start an application on one device and finish on other?
Yes. You can begin an application on one device, save it, and then finish it logged into another device. This also includes being able to begin an application on the website and finish it on the mobile app, or vice versa.
Yes. You can begin an application on one device, save it, and then finish it logged into another device. This also includes being able to begin an application on the website and finish it on the mobile app, or vice versa.
Can I search for providers while filling out the application?
Are the chronic verification form part of LEAN?
Yes. If you enroll a member in a Chronic Special Needs Plan, the required chronic questionnaire will appear below the normal questionnaire.
Yes. If you enroll a member in a Chronic Special Needs Plan, the required chronic questionnaire will appear below the normal questionnaire.
Are signatures required when using LEAN?
Yes. LEAN will not allow you to complete an application without signatures.
LEAN offers a touch-compatible signature option (you can also use your mouse) and a remote signature option facilitated by Adobe Sign.
Yes. LEAN will not allow you to complete an application without signatures.
LEAN offers a touch-compatible signature option (you can also use your mouse) and a remote signature option facilitated by Adobe Sign.
Do I still need to fax/e-mail my Scope of Appointment(SOA) when using LEAN?
No. The Scope of Appointment can be done in LEAN. A Scope of Appointment form is required when conducting an in-person or telephonic one-on-one marketing appointment even if the consumer does not enroll. An SOA is not required when you meet with a consumer during a formal or informal marketing/sales event. However, a Scope of Appointment can no longer be taken verbally within LEAN at the time the voice signature request is completed due to the CMS 48-Hour Rule. The rule from CMS states that agents must wait 48 hours after the SOA is received before completing a voice signature enrollment.
No. The Scope of Appointment can be done in LEAN. A Scope of Appointment form is required when conducting an in-person or telephonic one-on-one marketing appointment even if the consumer does not enroll. An SOA is not required when you meet with a consumer during a formal or informal marketing/sales event. However, a Scope of Appointment can no longer be taken verbally within LEAN at the time the voice signature request is completed due to the CMS 48-Hour Rule. The rule from CMS states that agents must wait 48 hours after the SOA is received before completing a voice signature enrollment.
Does LEAN take Medicare Supplements applications?
Yes. While online, use the teal buttons on the LEAN Home Page to access various functions of the Medicare Supplement electronic enrollment process.
Yes. While online, use the teal buttons on the LEAN Home Page to access various functions of the Medicare Supplement electronic enrollment process.
Where can I find training?
Training is available in Learning Lab > Content Library > LEAN.
You can also see the LEAN page in Jarvis for information on the LEAN training site and how to access it.
Training is available in Learning Lab > Content Library > LEAN.
You can also see the LEAN page in Jarvis for information on the LEAN training site and how to access it.
Saturdays through 12/2/2023, 8am - 5pm CST
Sunday 10/15/2023 and 12/3/2023, 8am - 5pm CST
Saturdays from 10/28/2023 - 1/13/2024, 8am - 5pm CST
Sunday 1/14/2024, 8am - 5pm CST
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