UnitedHealthcare® LEAN™ is an electronic Medicare enrollment tool for UnitedHealthcare sales agents. LEAN helps licensed sales agents (ISR, ICA and EDC/FMO) assist consumers with the enrollment process by providing an easy-to-use electronic version of the Medicare application for all major UnitedHealthcare plans, including Medicare Supplement.
Remote Signature with DocuSign,
New CMS election periods.
Ratings and Reviews
Superior Enrollment Process
I’ve been using LEAN on my iPad Pro since it’s origination. It has always been an improvement from the get go (compared to other online tools or paper apps) and it has definitely surpassed any other means for submitting enrollment applications, i.e. turn around for acceptance, enrollment status within hours, and faster processing for commissions. I’ve been a 100% LEAN user for 18 plus months without exception. I wouldn’t think of any other way. Now with remote signature (Docu-sign) capabilities there is no reason not to use it. Great and thank you UHC.
Excellent Enrollment Tool
I have been using LEAN since it was introduced to our market several years ago. I absolutely love it and feel it is the gold standard for electronic enrollment tools.
I have never had a single problem with the application.
SSN Field for Dual Apps
This version is more reliable than previous versions. I haven’t had any issues so far.
However, NC Medicaid requires a SSN for Dual apps and there isn’t a field on the application in LEAN. In the past it hasn’t really been an issue bc PHD looked up the SSN. It seems like apps have been pending longer because they are calling the client to ask for the number.
As soon as the app hits Jarvis I have been calling PHD to give them the SSN to put in the app notes.
If there was a SSN field that would trigger, if you select a NC Dual app, I think it would save time for PHD and the app process. Even if there was an optional SSN field for all of the LEAN apps that would be helpful. Maybe under the question that asks if the prospect has Medicaid, there could be an optional field to enter a SSN beside the Medicaid number field. Not sure which would be easier but I think it is an important change.
- UNITED HEALTHCARE SERVICES, INC.
- 42.4 MB
Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
- Age Rating
- Rated 12+ for the following:
- Infrequent/Mild Medical/Treatment Information
- © UnitedHealthcare
With Family Sharing set up, up to six family members can use this app.