Skip to main content

Level Funded Group Status Service Overview

1. Purpose​

This service helps business partners stay informed about the progress of group benefit applications submitted to UnitedHealthcare.

It provides a first look at preliminary plan offerings and pricing, helping partners understand what to expect.

It allows third-party participants to check the status of submissions without needing manual updates via phone or email.

2. Who can use this service​

  • Authorized brokers, aggregators, and third-party partners working with UnitedHealthcare on group benefits.
  • Organizations enrolled in UnitedHealthcare’s B2B programs that have completed onboarding through their relationship contacts.
  • Business professionals involved in quoting, group submissions, or customer service—not just technical staff.

3. What information is available​

The service provides high-level, business-relevant updates in the following categories:

  • Group Status: Clear indicators of where a group or application stands (e.g., submitted, in process, completed), along with contextual notes.
  • Submission Response: A simple confirmation of whether a submission was received and queued for processing.
  • Preliminary Quote Information: General summaries of plan types, estimated premium ranges, and group demographics (e.g., size, location, effective date).
  • Note: This overview avoids technical details like field names, data formats, or system codes.

4. Benefits of this service​

  • Real-Time Updates: Partners receive timely information without waiting for manual follow-ups.
  • Workflow Efficiency: Automate internal processes like dashboards, alerts, and reporting.
  • Improved Customer Conversations: Equip teams with immediate insights to support client discussions.
  • Consistent Information: Everyone sees the same status updates, reducing confusion and miscommunication.

5. Example uses​

  • A broker checks the status of a newly submitted group to update a client without needing to call UnitedHealthcare.
  • An aggregator displays status indicators (e.g., green/yellow/red) in its own dashboard based on group progress.
  • A quoting tool shows estimated plan types and pricing ranges after a user enters basic group details.
  • A client service team appends status labels to a list of submissions before sending updates to employers or brokers.

6. Important notes​

  • This document is informational and not a technical guide. Integration details (e.g., authentication, endpoints, error handling) are proprietary and shared only through secure partner channels.
  • Access requires proper onboarding, credentials, and agreement to UnitedHealthcare’s terms.
  • Information categories and terminology may evolve. Partners should expect ongoing updates and communication.
  • This service is part of UnitedHealthcare’s broader benefits technology ecosystem and is subject to standard legal disclaimers and usage terms.