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Level Funded Group Details Service Overview

1. Purpose​

This service enables UnitedHealthcare’s business partners to access real-time information about employer groups and their associated members. It provides a streamlined way to view key details about group plans, participating employers, enrolled individuals, and affiliated brokers or producers.

2. Who can use this service​

This offering is available to authorized UnitedHealthcare business partners, including external aggregators, brokers, and other organizations that have formal agreements with UHC. It is designed for teams integrating their systems with UHC’s platforms, such as developers, technical implementers, and partner operations staff.

3. What information is available​

The service provides access to high-level data across several categories:

  • Group and Plan Details: Overview of the employer group and its relationship with UnitedHealthcare.
  • Employer Information: Identifiers and attributes describing the sponsoring organization.
  • Employee Information: Basic data about enrolled individuals, including eligibility and membership status.
  • Broker/Producer Information: Details about the partner-side representatives associated with the group.
  • Affiliations and Business Units: Additional context linking groups to broader organizational structures.

4. Benefits of this service​

  • Real-Time Updates: Immediate access to the latest group and member information.
  • Operational Efficiency: Reduces manual reconciliation and supports automated data synchronization.
  • Enhanced Customer Service: Accurate data enables better support, faster transactions, and reliable reporting.
  • Innovation Enablement: Partners can build tools like dashboards, alerts, and analytics using consistent, high-level data.

5. Example uses​

  • Automatically update partner systems when group or member data changes.
  • Confirm eligibility or coverage status during service delivery or quoting processes.
  • Populate partner-facing portals or apps with current group information.
  • Generate reports and insights on group demographics and partner activity.
  • Support internal workflows such as billing, renewals, and communications with up-to-date data.

6. Important notes​

  • Subject to Change: Service details may evolve; partners should refer to current agreements and documentation.
  • Access Requirements: Only authorized partners with completed onboarding and valid agreements may use the service.
  • Confidentiality: Partners must handle received data in accordance with confidentiality terms and should not share it externally.
  • Error Handling: The service includes mechanisms to notify users when issues arise (e.g., missing data or access problems). Partners should contact their UHC relationship manager for support when needed.