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Installation API - Upload Required Document Overview

1. Purpose​

This service provides a secure and streamlined way for approved partners to electronically submit documents required to initiate new employer plans or coverage cases. It replaces traditional paper-based processes with a centralized digital channel, helping organizations efficiently gather the materials needed to begin onboarding and enrollment.

2. Who can use this service​

  • This service is designed for approved UnitedHealthcare partners, including affiliates and organizations involved in quoting and enrollment.
  • It’s intended for business teams and technical implementers who integrate their systems with UnitedHealthcare’s quoting tools.
  • It is not available for general public use and requires coordination through official partner channels.

3. What information is available​

The service handles a variety of document types, broadly grouped into the following categories:

  • Plan setup materials: Employer and participant demographic summaries, plan identifiers, and foundational details.
  • Compliance documentation: Forms and declarations required for regulatory or plan-specific compliance (e.g., financial disclosures, ownership attestations).
  • Coverage history: Summaries of prior coverage such as dental or life insurance, previous certifications, and related background.
  • Supporting documents: Additional materials like small-group forms, certifications, and assurance statements needed during setup.

4. Benefits of this service​

  • Faster onboarding: Electronic submission speeds up the setup process and reduces delays.
  • Fewer errors: Centralized document handling minimizes manual entry and lost paperwork.
  • Improved coordination: All materials are stored in one place, making it easier for teams to access and act on them.
  • Regulatory support: Helps partners meet compliance requirements through structured document submission.
  • Clear communication: Establishes a consistent process and shared expectations between partners and the organization.

5. Example uses​

  • Submitting documents to start a new employer or group plan.
  • Uploading materials during testing and again during live deployment.
  • Adding missing or updated documents mid-process.
  • Supporting relationship managers with timely document delivery.
  • Navigating the transition from test to live environments in a structured way.

6. Important Notes​

  • Dynamic Content: Plan availability may change over time. Regular updates and communication with your carrier partner are recommended.
  • Access requires a formal partnership with UnitedHealthcare and is not self- service.
  • Support: Relationship managers and onboarding coordinators are available to assist with setup and integration.
  • Part of a Suite: This service complements other quoting tools (e.g., plan benefits by state, rates by group) but can be used independently.
  • This summary excludes technical details such as authentication, data formats, error codes, and endpoint URLs.
  • This overview is intended for marketing, onboarding, and public-facing materials and reflects the service’s high-level purpose and value