Quoting and Enrollment Tools

When you’re appointed with UIG, you have access to this amazing 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 will let you run quotes for your clients to help them find the best plans available for their needs.

Features of the Quoting & Enrollment Tool:

  • Ability to enter and save your customer’s medications.
  • Quoting based on your customer’s Total Estimated Annual Cost.
  • Comparison with other plans available in your customer’s service area.
  • Full benefit detail 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 the 10 years as required by CMS.
  • A fully electronic enrollment process;
    • Customer can sign in person using any touch screen 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 on how to use this tool for your clients, please feel free to reach out to your Broker Sales Specialists.