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Get Bulk Plan Benefits By State Service Overview

1. Purpose​

This service helps authorized partners and brokers access up-to-date information about health and benefit plans available in each U.S. state. It covers a range of small-business offerings, including:

  • Medical coverage
  • Dental coverage
  • Vision coverage
  • Basic and dependent life insurance

Instead of manually searching for plan details, users can retrieve comprehensive plan information in bulk or on demand.

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 provides high-level summaries of available plans by state, including:
  • Types of plans offered (e.g., medical, dental, vision, life)
  • Brand or family under which each plan is offered (e.g., UHC or Oxford)
  • General availability notes (e.g., “available in this state,” “supports bulk retrieval”)
  • It does not include technical specifications, data formats, or detailed schema definitions.

4. Benefits of this service​

  • Efficiency: Quickly retrieve plan offerings without manual lookup or data entry.
  • Flexibility: Supports both single-state queries and bulk data retrieval.
  • Accuracy: Reflects the most current plan catalog maintained by the carrier.
  • Integration-Friendly: Designed to work with quoting tools, benefits platforms, and analytics systems.

5. Example uses​

  • Proposal Preparation: Brokers can instantly view available plans for a client’s home state.
  • Comparison Tools: Display side-by-side plan features across states or carriers.
  • Onboarding: Populate internal systems with current plan catalogs to streamline setup.
  • Analytics: Analyze plan distribution, coverage trends, and geographic expansion.

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.