What events must an agent report to UnitedHealthcare?

An agent must report marketing and sales events, both formal and informal, to UnitedHealthcare as these activities are essential for maintaining compliance and ensuring quality service. Reporting these events allows the organization to monitor compliance with regulations, manage marketing strategies, and maintain a consistent approach to customer engagement. This practice helps minimize risks associated with miscommunication or noncompliance in the company's outreach efforts and client relations.

Cash transactions, private discussions with clients, and major complaints, while relevant in certain contexts, do not encompass the full scope of activities that an agent is expected to report. The emphasis on marketing and sales events provides a clearer framework for agents to follow in terms of compliance and performance accountability.