IFP Compliance

Compliance

Individual & Family Plans

IFP Compliance

Agents who conduct business with UnitedHealthcare must remain compliant at all times. Review the below resources to ensure you are compliant while selling UnitedHealthcare Individual & Family plans.

Compliance Resources

CMS – 10840 Form (CMS Model Consent Form for Marketplace Agents and Brokers)

CMS – 10840 Form (CMS Model Consent Form for Marketplace Agents and Brokers) - Spanish

Consent Reference Guides

Electronic Validation of Consumer Consent QRG

NBPP: Consent and Eligibility Application Confirmation QRG

Data Security

UnitedHealthcare Broker Data Security Program FAQ UnitedHealthcare Broker Data Security Portal

UnitedHealthcare Broker Data Security Program FAQ (Spanish)

IFP Sales Policy Job Aid

IFP Sales Policy Job Aid Agent Materials, Websites, and Social Media Guidelines

On Demand Training

Compliant Selling

Compliance Essentials

Conflict of Interest

Conflict of Interest User Guide and FAQ

Conflict of Interest Process Video

Need Help?

Contact the Producer Help Desk (PHD)

View Hours

Monday - Friday | 7am – 9pm CST

PHD Chat English 888-381-8581 Español Presione la opción 2