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Get the Automated Quoting and Enrollment Advantage with SAM

May 4, 2017

The SAM (Sales Automation Management) online tool on allows you to quickly and efficiently comparison shop, quote and enroll your small group clients in UnitedHealthcare medical and specialty products. Every part of the quoting, selling and installation process is simplified and shortened – allowing you to sell more, serve more and satisfy more, in less time.

Use SAM for all* Small Business quoting and enrollment – and begin enjoying the benefits of faster case submission today! 

  • Take a look at this short video to learn more about how SAM will help you grow your business.
  • Click here  to find SAM educational resources
  • To check out SAM directly, Go to UnitedeServices, Enter User ID and Password to login and Choose SAM. 

Start using SAM for small business quoting and enrollment – and begin enjoying the benefits of faster case submission today.

Not Available in all markets. For more information, contact your UnitedHealthcare representative. 

* In the following situations, please continue to use your current system or process to obtain a quote:

  • Renewal business – SAM renewal functionality will be coming later in 2017.
  • New Business on Existing Accounts (NBEA); New Coverage on Existing Accounts (NCEA)
  • Business sitused in:  District of Columbia, HI, ID, MA, ME, MN, MT, ND, NH, NJ, NV, NY, SD,  VT, WY
  • All Savers
  • Oxford
  • Sierra
  • ACEC
  • ADP Total Source
  • Critical Illness Protection
  • Accident Protection
  • Business-to-business quoting using a third party aggregator tool will not automatically populate in SAM.

January 1, 2018 PDL Updates

The following updates will take effect for the OptumRx direct Prescription Drug Lists (PDLs) on January 1, 2018. Learn more

New Sales Automation Management Tool

Check out our new Sales Automation Management (SAM). Learn more

UnitedHealth Group News

Visit our newsroom for the latest about programs, reports and initiatives designed to help people live healthier lives.