IFP Agent Training

Individual and Family Plans

Compliance

Selling Resources

Welcome to your one-stop shop for helpful 2026 Individual & Family Plans Open Enrollment Period Resources. These resources are designed to help you stay up-to-date with what’s new for 2026, understand our network and products, and connect with potential clients.

CMS Forms

CMS – 10840 Form (CMS Model Consent Form for Marketplace Agents and Brokers)

CMS – 10840 Form (CMS Model Consent Form for Marketplace Agents and Brokers) - Spanish

Consent Reference Guides

Electronic Validation of Consumer Consent QRG

NBPP: Consent and Eligibility Application Confirmation QRG

Data Security

UnitedHealthcare Broker Data Security Program FAQ UnitedHealthcare Broker Data Security Portal

UnitedHealthcare Broker Data Security Program FAQ (Spanish)

IFP Sales Policy Job Aid

IFP Sales Policy Job Aid Agent Materials, Websites, and Social Media Guidelines

NBPP: Consent and Eligibility Application Confirmation QRG

On-Demand Training

Compliant Selling

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PHD Chat English 888-381-8581 Español Presione la opción 2 phd@uhc.com