UnitedHealthcare Ins Co - Medicare Solutions Direct Integration

Dennis Pavluk -


UnitedHealthcare Ins Co-Medicare Solutions, and SuranceBay, worked together to make submitting contracting paperwork even easier.  Now, when you process either Contracts or Transfer requests through SureLC, you'll receive the merged.pdf form in your inbox, but the forms will have a watermark on them indicating they've been electronically submitted to the carrier.

Within SureLC, you'll see that there are TWO separate UHC carriers. One is 'UHC-Health', while the other is 'UHC - Medicare Solutions'. Currently - SureLC has direct integration for UHC-Medicare Solutions only. For UHC-Health, you'll process contracts normally. Each UHC carrier has specific products lines to choose. You will need to add BOTH carriers to your carriers list in SureLC if you intend to do business with both of these UHC division.

Contracting paperwork is submitted electronically every business hour directly to UnitedHealthcare Ins Co-Medicare Solutions.  So, upon follow-up with the carrier, they should have everything needed to start to process the request within the hour that you've submitted it.

This means that you should NOT forward the paperwork (email, fax, snail mail, etc.) to the carrier - they'll receive it directly from SureLC and they will process the request accordingly.  This is designed to streamline the process for both your agency, your producers, and UnitedHealthcare Ins Co-Medicare Solutions to provide a quicker turn-around and more secure process for everyone involved.

⚠️ ALERT: ALL appointment requests (Contracts & Transfers) submitted for a producer will be sent electronically for this carrier. This includes the first request along with ALL subsequent appointment requests.


Request Types NOT Uploaded Electronically

Please note that the following request types are NOT electronically submitted to the carrier:

  • Hierarchy (commission level) changes
  • EFT Payment account changes
  • Additional State Appointment requests

For these 3 request types processed through SureLC, you'll still receive an email and you should submit them to UnitedHealthcare Ins Co-Medicare Solutions as you normally would (email, fax, snail mail, etc.).  When you process these request types, the forms will NOT have a watermark applied to the forms. 


Please Note - While agency workers receive the contracting paperwork for United Healthcare Ins Co-Medicare Solutions with a watermark, the carrier actually receives through this direct integration the paperwork WITHOUT a watermark. 


Should you have any questions, please email us at support@surancebay.com .



See below for a short video that will show you how to request an appointment for UnitedHealthcare Ins Co-Medicare Solutions. 




For a Power Point presentation on how to request an appointment for United Healthcare Ins Co-Medicare Solutions, see the attached file. 
Have more questions? Submit a request