What must agents do regarding marketing/sales events?

Agents are required to report only formal marketing events to UnitedHealthcare. This regulation is in place to ensure that the organization can monitor the types of marketing practices being employed and assess their compliance with company policies and regulatory requirements. Formal marketing events typically include scheduled and organized presentations where agents actively engage with potential clients in a professional setting, allowing for oversight and ensuring that correct information about products and services is being communicated.

Informal events, on the other hand, may not require reporting because they do not adhere to the structured approach that formal events have, making them harder to regulate and monitor. The focus on formal events helps maintain a standard level of professionalism and accountability in the way agents market health insurance products.