Change Proposal Settings

United Healthcare Level Funded Compatible Plans

Use the filters to only display plans that are compatible with each other.  There are Prescription Drug List (PDL) rules that generally prohibit Advantage plans from being sold with Essential plans. There are LX rules that generally prevent plans that are 100% covered from being sold with plans that are covered with Deductible + Coinsurance. Select the compatibility settings to avoid including plans on a proposal that cannot be sold together.

Package Savings

If the employer purchases a UnitedHealthcare or UnitedHealthcare Level Funded medical plan and a compatible ancillary plan the employer will receive the following credits per enrolled medical employee per month: 

Dental $3, Vision $2, Life $1

  • Packaged savings applies to UHC medical plans when employer contribution setting is equal to 50% or more of the employee premium
  • Packaged savings applies to UHC dental/vision plans when employer contribution setting is equal to 50% or more of the employee premium

To turn off the UHC Package Savings setting, push the toggle to the left. The default setting is ON.  If you make any changes to the proposal settings, click save.