Reference Guides
Quick-to-access information for benefits, tools, compliance and more
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Compliance
Agents who conduct business with UnitedHealthcare must remain compliant. Review the Agent Guide and resources below to stay up to date on policy changes and requirements.
Sales Compliance
On April 12, 2023, the Centers for Medicare & Medicaid Services (CMS) issued new and updated Sales and Marketing requirements applicable to Medicare Advantage and Part D plans. This document highlights those changes and related UnitedHealthcare policy changes so you can familiarize yourself with these requirements as you prepare for Annual Enrollment Period (AEP).
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Other Resources
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