2014 Sales Distribution
Portal Training
September 2013
Sales Distribution Portal
UnitedHealthcare Distribution Portal (UDP):
1.Launched Fall of 2007
2.Serves internal and external agents/employees
3.Provides a streamlined experience for users through a centralized Web portal
4.Strengthens relationships by consolidating sales, support activities, and data in (1) location
5.Seeks to consistently increase sales by focusing and building the agent channel
6.Offers easy access to information and materials
7.Encourages agents to self-service & reduces dependence on the Producer Help Desk
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Sales Distribution Portal
Uses of (UDP):
Agent Activity
Allow agents to conduct certifications
Allow agents to access plan information
Allow agents to access materials (generic sales & marketing and
required materials)
UDP Site Tab
Learning Center
Product Information & Materials/Learning Center Home
1. Product Information & Materials/Product
Information/Medicare Advantage/Plan Search
2. Product Information & Materials/Materials/Sales Materials
Allow agents to access provider information
Product Information & Materials/Product Information/Medicare
Advantage/Provider Search
Allow agents to access formulary (MAPD) information
Product Information & Materials/Product Information/Medicare
Advantage/Drug Search
Allow agents to access pharmacy information
Product Information & Materials/Product Information/Medicare
Advantage/Pharmacy Search
Allow agents to enroll online via iEnroll
Online Enrollment/MA/MA-PD/PDP/UHC-iEnroll Online
Enrollment
Allow agents to access applications & enrollments statuses
Applications & Enrollment
Allow agents to access commissions information and statements
Commissions Status
Allow agents to manage account and personal information
Manage your Account
Allow agents to access communication materials (e.g. Focus News
Letter)
Resource Center
(Also Home Page)
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Sales Distribution Portal
Requesting access to the Sales Distribution Portal
https://www.dsu.unitedhealthproducers.com/ (the Ovations Distribution Portal)
Step By Step Process:
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SATS Request
Step (1) Submitting a SATS Request
A. Go to http://sats.uhc.com/sats/
B. Log Into SATS
- Enter employee information
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SATS Request Cont.
C. Click “Access to Applications”
D. Select “Add Access” then click Next
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SATS Request Cont.
E. Select “UnitedHealth Producers – Ovations Distribution Portal”,
then click Next
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SATS Request Cont.
F. Select your name, Click the >> button to move your name from
“Available Users” to “Selected Users”
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SATS Request Cont.
G. Click Next
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STAS Request Cont.
H. Select the appropriate type
of site access (Role):
- Note: Please select
(odp_phd_rep)
even though “admin” is
shown in the graphic
-
-
Indicate your Job Title
and Roles in the
Business Justification
(example “DSU Rep”),
and add Comments
(example “Needed to
perform job
responsibilities”)
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STAS Request Cont.
I. Click Next to submit.
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Confirmation:
Step (2) Confirmation Email
You should receive a confirmation email within 24-48 hours that
your access has been approved.
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Resetting Your Password:
Step (3) Log onto portal
Log onto the DSU (https://www.dsu.unitedhealthproducers.com/)
- You will need to reset your password.
- You create your unique password at this time.
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Resetting Your Password Cont.
Resetting Your Password for DSU.UnitedHealthProducers.com
A. Log in to the https://sats.uhc.com/passwordreset/
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Instructions
B. Click on the “I would like to reset my password for non-network
system” link.
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Instructions Cont.
3. Select the UNIX from
User ID Type dropdown list.
4. Type in your UNIX
User ID. (you create)
5. Type the New
Password
(you create)
6. In the Confirm box,
re-type the New
Password.
7. Click Reset.
If there are problems with the instructions above, please call
the Help Desk at 888- UHT-Desk and ask for a UNIX password
reset.
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Special Note
You will not receive a notification of an expired password, so we
recommend that you change your password for
dsu.unitedhealthadvisors.com anytime you change your network
password. Please note that you will need to reset your password
every 90 days
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Ordering Materials
Step 4: Ordering Process
Log In Site: (once access is granted)
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Ordering Materials Cont.
1. Click “Product Information & Materials” tab
2. Click “Materials” drop down
3. Click “Sales Materials”
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Ordering Materials Cont.
1.
2.
3.
4.
Choose Plan Year (for AEP 2014 it will default to 2014)
Choose State
Choose County
Click Search
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Ordering Materials Cont.
1. When plan is
located, click
“Plan Materials”
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Ordering Materials Cont.
1. Enter
“Order Qty”
(i.e. 1)
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Ordering Materials Cont.
1. Click: (ADD TO CART)
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Ordering Materials Cont.
1. Click
“proceed to checkout”
2. Fill in
required information:
- First/Last Name
- Address
- City/State/Zip
- Phone
3. Click “submit order”
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Ordering Materials Cont.
1. Order
Confirmation
2. Materials will
arrive in
5 to 7 days.
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Group # vs. HPBP
H&PBP:
(H) Random number assigned by CMS
(PBP) Plan Benefits Package - the benefits of any given plan
Implementation Managers:
- using an Issue Brief please work with your marketing contact to
obtain the HPBP number information.
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Questions ?
?
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