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Upload Document – Level Funded Installation API Summary

1. Purpose​

This service helps business partners quickly and securely send supporting documents and high-level information to UnitedHealthcare for generating quotes on level-funded insurance products. It simplifies the process by replacing manual paperwork with a streamlined digital submission method.

2. Who can use this service​

External business partners such as:

  • Brokers
  • Aggregators
  • Consultants

Authorized intermediaries working with UnitedHealthcare’s level-funded products.

If your organization has an established or pending partnership with UnitedHealthcare, this service is designed for you.

3. What information is available​

Submissions include broad business categories such as:

  • Employer or group identifiers
  • High-level plan details
  • Supporting documents (e.g., forms, letters)

Notes related to coverage preferences or quoting requests.

No technical details or coding knowledge is required partners simply attach documents and provide basic context.

4. Benefits of this service​

  • Streamlined Workflows: Eliminate manual paperwork and multiple systems.
  • Faster Quotes: Consistent submissions speed up underwriting and quoting.
  • Greater Accuracy: Reduce errors and lost documents through electronic handling.
  • Consistent Experience: Whether sending one quote or many, the process remains uniform.

5. Example uses​

  • A broker preparing a quote for a mid-sized employer sends summary letters and forms digitally instead of mailing them.
  • An aggregator submitting multiple employer groups attaches overviews and coverage notes in one streamlined package.
  • A new partner tests uploading documents during onboarding to confirm that employer details and plan preferences are correctly received.

6. Important notes​

  • This overview is for general audiences; technical details like authentication, endpoints, and schemas are excluded. Technical specifications and operational details are provided separately through partner-only channels.
  • Business rules and required materials may change—partners should consult their onboarding coordinator for updates.
  • Access requires an established relationship with UnitedHealthcare; follow your organization’s onboarding process for permissions.
  • All submissions must comply with privacy laws and confidentiality agreements.