Quoting and Enrollment Tools

When you’re appointed with UIG, you have access to this fantastic tool to quote and enroll your clients in Medicare Advantage and Prescription Drug Plans! This tool enables you to do so much more, all in one place.

UIG offers access to an Online Quoting and Enrollment tool for all active agents. This tool allows you to run quotes for your clients, helping them find the best plans available for their needs.

Features of the Quoting & Enrollment Tool:

• Ability to enter and save your customers’ medications.
• Quoting based on your customer’s Total Estimated Annual Cost.
• Comparison with other plans available in your customer’s service area.
• Full benefit details, including co-pays by medication, by month.
• A fully electronic Scope of Appointment workflow that can be completed remotely;
  • Support for all signature types, including text for e-Signature
  • Scopes are archived for 10 years as required by CMS.
• A fully electronic enrollment process;
  • The customer can sign in person using any touchscreen device.
  • You can email or text a request for a remote e-signature and receive confirmation in real-time.

For active UIG agents, we provide training in our BRC training webinar program. If you have any questions about how to use this tool for your clients, please don’t hesitate to contact your Broker Sales Specialists.