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Change is coming with Sales Optimization

At Univera Healthcare we're investing in the future through an exciting Sales Optimization Program designed to strengthen how we work, collaborate, and serve our clients. Our goal is simple: to create a more seamless, efficient experience for both our brokers and the clients.

As part of this commitment, we are introducing the enhanced Broker Portal, a digital platform that gives brokers a single place to create and manage prospects, quotes, applications, and their book of business. Designed to enhance the sales experience, the Broker Portal will improve collaboration, increase visibility into key activities, and make it easier to do business with us.

For brokers, this means:

  • Greater self-service capabilities
  • Improved transparency throughout the sales process
  • Faster turnaround times
  • Easier access to important business information and tools

Available Now
To help you begin familiarizing yourself with the upcoming changes, the following resources are now available within the Change Guide: (PDF) 

  • What's Changing and what it means for our partnership
  • Broker Benefits you can expect from these enhancements
  • Upcoming Milestone Dates to stay informed 

We encourage you to review these materials to gain an early understanding of the upcoming changes and what they mean for our partnership.

What You Can Expect
Over the coming weeks, you'll receive additional communications with more detailed information, including:

  • Information on key features and functionality
  • Training opportunities and educational resources
  • Additional milestones and important dates leading up to launch 

Our Commitment to You
We understand that changes can raise questions, and we're dedicated to making this transition as smooth as possible. Our goal is to ensure you have the information, tools, and support you need every step of the way.

We value your partnership and appreciate the important role you play in helping individuals and families access quality healthcare coverage. 

Thank you for your continued partnership and trust.

System Change Resource Guide (PDF)


 

 

 

 

 

 
 
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