UnitedHealthcare

 

Guide to Help and Training Tools

Interactive Demos

Self-directed, click-through demonstations allow users to explore the SAM Quote and Enroll tools. These interactive experiences provide no narration or step-by-step instructions, rather the user determines their pace

Broker/GA Quote Demo

Broker/GA Enroll Demo

Employee Enroll Demo

Employer Enroll Demo

Please note that these demonstration tools are intended to provide a high level overview of the tool and not all functionality is fully operational. Run time depends on the pace chosen by the user.

Tutorials - For Brokers/GA

Self-running videos that prvoide a detailed step-by-step guide to the SAM Quote and Enroll tools, including direction on where to start, what to do and how to use SAM. Users can pause, skip and fast forward through the tool.

 

Broker/GA Quote Tutorial

Broker/GA Enroll Tutorial

Broker/GA Spreadsheet Enrollment Tutorial

Tutorial - for Employers

Self-running videos that prvoide a detailed step-by-step guide to the SAM Quote and Enroll tools, including direction on where to start, what to do and how to use SAM. Users can pause, skip and fast forward through the tool.

 

Employer Enroll Tutorial

Employer Spreadsheet Enrollment Tutorial

Tutorial - for Employees

Self-running videos that prvoide a detailed step-by-step guide to the SAM Quote and Enroll tools, including direction on where to start, what to do and how to use SAM. Users can pause, skip and fast forward through the tool.

 

Employee Enroll Tutorial

Quick Reference Guides & Help

Step-by-step, one page guide to the functioality of the SAM Quote and Enroll Tutorials

Broker/GA Quote Guide

Broker/GA Enroll Guide

Employer Enroll Guide

Employee Enroll Guide

SAM Help Content

Broker/Employer Spreadsheet Enrollment QRG