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.

What’s New

Version 1.4

Performance improvements,
Bug fixes,
Remote Signature with DocuSign,
New CMS election periods.

Ratings and Reviews

3.7 out of 5
14 Ratings

14 Ratings

UHC ICA Agent ,

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.

Bs1292 ,

Unusable on IPhone.

Can’t see half the screens.

alantak ,

I Phone Xs Max

I cannot get this to set- up on my iPhone?

App Privacy

The developer, United HealthCare Services, Inc., has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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