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Get Customer Details API Overview

1. Purpose​

This service provides a unified way for approved partners to access customer-level information maintained across multiple UnitedHealthcare small-business administrative systems. Instead of navigating several platforms, partners can retrieve essential customer details in one consolidated view.

2. Who can use this service​

  • Organizations with an established business relationship with UnitedHealthcare.
  • Business teams and developers building integrations, dashboards, or tools for partner operations.
  • Anyone responsible for connecting internal applications to UnitedHealthcare’s small-business customer data, subject to proper agreements and access arrangements.

3. What information is available​

The service offers broad categories of customer-related information, including:

  • Customer demographics: Names, identifiers, and general profile details.
  • Policy and contract summaries: High-level indicators of active agreements and status.
  • Coverage options: Types of benefits such as medical, dental, vision, and basic life coverage.
  • Plan summaries and rate overviews: General plan details and pricing summaries.

Note: Specialty products like supplemental life or disability coverage are outside the scope of this service.

4. Benefits of this service​

  • Consolidation: Access customer data from multiple systems in one place.
  • Efficiency: Streamline processes like enrollment, reporting, and servicing inquiries.
  • Clarity: Focus on business-relevant categories without technical complexity.
  • Consistency: Reduce discrepancies by using a unified view of customer information.

5. Example uses​

  • A benefits administrator quickly verifies coverage before processing a change request.
  • An enrollment system compiles member details for welcome packages.
  • A reporting tool aggregates contract status and coverage types for dashboards.
  • A broker-facing application displays plan options without requiring knowledge of backend systems.

6. important notes​

  • This overview is for informational purposes only and excludes technical specifications.
  • Access requires formal agreements and compliance with privacy and security standards.
  • Service scope and details may change over time.
  • Partners must handle all customer data responsibly and in accordance with applicable regulations.
  • This Is an Overview: Technical specifications and operational details are provided separately through partner-only channels.