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United Advantage Advanced Self-Funded Strategies Scheduled

October 18, 2017

Learn how to develop strategic solutions for your self-funded clients.  This training targets seasoned brokers and account managers whose objective is to learn more complex and technical elements of self-funded underwriting as well as strategies for Pharmacy, Network, and Population Health.  

Training Dates: Feb 5-7, 2018 in Dallas, Texas

Using actual case studies, participants analyze and interpret claims and utilization reports to uncover insights and develop solutions to meet client needs. The course outline is noted below and shows what we’ll cover during this course:

8:30 a.m. – 5 p.m.

Welcome and Introduction 

Underwriting: In-depth look at the
underwriting process for self-funded quotes.
Topics include: 

  • Claims Experience
  • Trend
  • Adjustment
  • Credibility and Manual Rates
  • Fixed Costs
  • Financial Commentary and ASA 

Stop Loss: Analysis of unique stop loss scenarios. Topics include:

  • Lasers
  • Rate Increases
  • Stop Loss Appeals

Pharmacy: Examination of pricing levers and
rebates and how they impact clients. Topics include:

  • Pricing
  • Rebates
  • Managing Rx Plans

8:30 a.m. – 3 p.m.

Network & Benefit Design: Review of Network and Benefit Design and how they impact clients. Topics include:

  • Total Cost of Care
  • Network Strategy
  • Consumer Access
  • Network Utilization 

Population Health: Review of overall population health, including clinical and wellness resources, and how they impact clients. Topics include:

  • Clinical Programs and Services
  • Wellness Strategies
  • Client Experience and Solutions

Putting it all Together: Using solutions developed throughout the workshop, participants formulate specific recommendations and long-term strategies
for their clients.


Who Should Attend
Available on a first come, first-served basis, attendees who get the most out of the program:
  • Minimum of 3-5 years of self-funded experience.
  • Strong knowledge of basic Self-Funded concepts.
  • Recently completely the United Advantage Self-Funded Introduction Concepts course and have a year between courses.  

To register or for more program details, visit and choose Advanced Self-Funded Underwriting Strategies. Registration deadline is Jan 8, 2018.  NOTE: Travel plus hotel expense for the course is the agency’s responsibility.  

Need your United Advantage agency ID number?  Email us at

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.