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2014 Sales Distribution Portal Training September 2013. Sales Distribution Portal. UnitedHealthcare Distribution Portal (UDP): Launched Fall of 2007 Serves internal and external agents/employees Provides a streamlined experience for users through a centralized Web portal

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2014 Sales Distribution Portal Training September 2013


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    1. 2014 Sales Distribution Portal TrainingSeptember 2013

    2. Sales Distribution Portal Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. • UnitedHealthcare Distribution Portal (UDP): • Launched Fall of 2007 • Serves internal and external agents/employees • Provides a streamlined experience for users through a centralized Web portal • Strengthens relationships by consolidating sales, support activities, and data in (1) location • Seeks to consistently increase sales by focusing and building the agent channel • Offers easy access to information and materials • Encourages agents to self-service & reduces dependence on the Producer Help Desk

    3. Sales Distribution Portal Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. • Uses of (UDP):

    4. Sales Distribution Portal Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. Requesting access to the Sales Distribution Portal https://www.dsu.unitedhealthproducers.com/ (the Ovations Distribution Portal) Step By Step Process:

    5. SATS Request Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. • Step (1) Submitting a SATS Request • Go to http://sats.uhc.com/sats/ B. Log Into SATS - Enter employee information

    6. SATS Request Cont. Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. C. Click “Access to Applications” D. Select “Add Access” then click Next

    7. SATS Request Cont. Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. E. Select “UnitedHealth Producers – Ovations Distribution Portal”, then click Next

    8. SATS Request Cont. Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. F. Select your name, Click the >> button to move your name from “Available Users” to “Selected Users”

    9. SATS Request Cont. Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. G. Click Next

    10. STAS Request Cont. Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. • H. Select the appropriate type of site access (Role): • - Note: Please select (odp_phd_rep) • even though “admin” is shown in the graphic • - Indicate your Job Title and Roles in the • Business Justification • - (example “DSU Rep”), and add Comments (example “Needed to perform job responsibilities”) • -

    11. STAS Request Cont. Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. I. Click Next to submit.

    12. Confirmation: Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. Step (2) Confirmation Email You should receive a confirmation email within 24-48 hours that your access has been approved.

    13. Resetting Your Password: Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. Step (3) Log onto portal Log onto the DSU (https://www.dsu.unitedhealthproducers.com/) - You will need to reset your password. - You create your unique password at this time.

    14. Resetting Your Password Cont. Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. • Resetting Your Password for DSU.UnitedHealthProducers.com • Log in to thehttps://sats.uhc.com/passwordreset/

    15. Instructions Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. B. Click on the “I would like to reset my password for non-network system” link.

    16. Instructions Cont. If there are problems with the instructions above, please call the Help Desk at 888- UHT-Desk and ask for a UNIX password reset. Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. • 3. Select the UNIX from User ID Type drop-down list. • 4. Type in your UNIX User ID. (you create) • Type the New Password • (you create) • 6. In the Confirm box, re-type the New Password. • 7. Click Reset.

    17. Special Note Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. You will not receive a notification of an expired password, so we recommend that you change your password for dsu.unitedhealthadvisors.com anytime you change your network password. Please note that you will need to reset your password every 90 days

    18. Ordering Materials Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. Step 4: Ordering Process Log In Site: (once access is granted)

    19. Ordering Materials Cont. Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. • Click “Product Information & Materials” tab • Click “Materials” drop down • Click “Sales Materials”

    20. Ordering Materials Cont. Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. • Choose Plan Year (for AEP 2014 it will default to 2014) • Choose State • Choose County • Click Search

    21. Ordering Materials Cont. Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. • When plan is located, click • “Plan Materials”

    22. Ordering Materials Cont. Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. • Enter • “Order Qty” • (i.e. 1)

    23. Ordering Materials Cont. Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. • Click: (ADD TO CART)

    24. Ordering Materials Cont. Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. • Click • “proceed to checkout” • Fill in • required information: - First/Last Name - Address - City/State/Zip - Phone 3. Click “submit order”

    25. Ordering Materials Cont. Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. • Order Confirmation • Materials will arrive in • 5 to 7 days.

    26. Group # vs. HPBP Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. H&PBP: (H) Random number assigned by CMS (PBP) Plan Benefits Package - the benefits of any given plan Implementation Managers: - using an Issue Brief please work with your marketing contact to obtain the HPBP number information.

    27. Questions ? Proprietary Information of UnitedHealth Group. Do not distribute or reproduce without express permission of UnitedHealth Group. ?