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Book of Business – Get Renewal Cases Service Overview

1. Purpose​

The Get Renewal Cases service helps UnitedHealthcare partners access information about upcoming policy renewals. It provides a streamlined way to identify which groups or customers are approaching renewal and summarizes relevant quote details. The focus is on enabling business decisions—not on technical implementation.

2. Who can use this service​

  • Authorized UnitedHealthcare partners, including brokers, third-party platforms, and B2B aggregators.
  • Business stakeholders such as product managers, onboarding coordinators, and partner relationship leads who work with technical teams but don’t need to understand the underlying code.

3. What information is available​

This service provides high-level data categories such as:

  • Renewal summaries: Confirmation that a renewal case exists for a specific group or policy.
  • Timing cues: Information about when the renewal is scheduled.
  • Identifiers: Reference numbers that help link renewal cases to your internal systems.
  • Quote details: A summary of coverage options or terms associated with the renewal.

Note: This overview avoids technical formats and field-level details.

4. Benefits of this service​

  • Operational efficiency: Automate the identification of renewal cases to reduce manual effort.
  • Enhanced customer experience: Proactively engage clients ahead of renewals.
  • Seamless integration: Connect partner systems to UHC without needing custom workarounds.
  • Strategic insights: Use renewal data for planning, forecasting, and analytics.

5. Example uses​

  • A broker configures their CRM to flag upcoming renewals, prompting timely outreach to clients.
  • An HR portal displays a list of upcoming renewals for employer groups, powered by this service.
  • A partner’s analytics team tracks renewal trends to forecast workload and resource needs.
  • A product owner sets up automated alerts when new renewal cases are detected.

6. Important notes​

  • Access is restricted: Only authorized partners can use this service after completing onboarding.
  • Data may evolve: The types of information available may change over time—stay in touch with your UHC contact.
  • Privacy matters: Renewal data is protected and should be handled according to your organization’s compliance policies.
  • Technical details are internal: For implementation specifics, coordinate with your technical lead and UHC representative under appropriate confidentiality agreements.