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Register now for Advanced Self-Funded Strategies training

November 10, 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.

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 will be covered during the training.

Training Dates: Feb. 5-7, 2018

Location: Dallas, Texas

Day 1 - 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
    Credibility and manual rates
    Fixed costs
    Financial commentary and ASA

  • Pharmacy
    Examination of pricing levers and rebates and how they impact clients.

    Topics include:
    Managing Rx plans

Day 2 - 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:

  • Have a minimum of 3-5 years of self-funded experience.
  • Possess a strong knowledge of basic self-funded concepts.
  • Recently completely the Self-Funded Introduction Concepts course and have a year between courses.

Travel plus hotel expenses for the course are the agency’s responsibility.

Registration deadline is Jan. 8, 2018. To register or for more program details, visit and choose Advanced Self-Funded Underwriting Strategies.

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.