Does not sync
The Lean app does not sync your applications properly. Once you call the phd, they have little knowledge on how to fix such a crucial problem. So far, I have three applications holding time, effort, gas, and inconvenience to a client because of this issue.
Did not work today
Captured SOA, enrollment, and HRA with client in an area with no internet service. Thought no problem, I have 24 hrs to sync it. But the sync kept failing. Chat with PHD told me to clear the cache on the app in settings… which wiped everything I was trying to sync out. Back to the drawing board. I will say the app normally does work for me and I love it.
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I Phone Xs Max
I cannot get this to set- up on my iPhone?
Unusable on IPhone.
Can’t see half the screens.
Very feature-rich
I am especially pleased with ongoing effort to add more and more new features to this enrollment app. It’s very easy to use and the offline features help my productivity while on the road.
Great App
I’ve been using this app for over a year now and it has proven to be huge time saver. I had worked for a previous insurer who had an e-app system that took almost twice as long to complete an application.
SSN Field for Dual Apps
This version is more reliable than previous versions. I haven’t had any issues so far.
However, NC Medicaid requires a SSN for Dual apps and there isn’t a field on the application in LEAN. In the past it hasn’t really been an issue bc PHD looked up the SSN. It seems like apps have been pending longer because they are calling the client to ask for the number.
As soon as the app hits Jarvis I have been calling PHD to give them the SSN to put in the app notes.
If there was a SSN field that would trigger, if you select a NC Dual app, I think it would save time for PHD and the app process. Even if there was an optional SSN field for all of the LEAN apps that would be helpful. Maybe under the question that asks if the prospect has Medicaid, there could be an optional field to enter a SSN beside the Medicaid number field. Not sure which would be easier but I think it is an important change.
However, NC Medicaid requires a SSN for Dual apps and there isn’t a field on the application in LEAN. In the past it hasn’t really been an issue bc PHD looked up the SSN. It seems like apps have been pending longer because they are calling the client to ask for the number.
As soon as the app hits Jarvis I have been calling PHD to give them the SSN to put in the app notes.
If there was a SSN field that would trigger, if you select a NC Dual app, I think it would save time for PHD and the app process. Even if there was an optional SSN field for all of the LEAN apps that would be helpful. Maybe under the question that asks if the prospect has Medicaid, there could be an optional field to enter a SSN beside the Medicaid number field. Not sure which would be easier but I think it is an important change.
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Using lean
Lean is a great tool when it works. It always seems to have issues in the beginning of aep. Not sure why. This should be all ready for a lot of use but it never is.
Lean
New features make it easier to use for rapid enrollment. Enrollments seem to complete faster when submitted through Lean
Excellent Enrollment Tool
I have been using LEAN since it was introduced to our market several years ago. I absolutely love it and feel it is the gold standard for electronic enrollment tools.
I have never had a single problem with the application.
I have never had a single problem with the application.
Lean app
I have only used lean on my iPhone and there are quite a few formatting problems. Trying to scroll through the different steps is troublesome. A paragraph for the opt in for paperless material covers up the three slots you are supposed to put in their birthdate, so it takes me a couple taps on each one to actually hit the right spot to open up the option to select their month, day, and year. Overall it works as I have successfully submitted application on it, but it could definitely be optimized for iPhone.
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Superior Enrollment Process
I’ve been using LEAN on my iPad Pro since it’s origination. It has always been an improvement from the get go (compared to other online tools or paper apps) and it has definitely surpassed any other means for submitting enrollment applications, i.e. turn around for acceptance, enrollment status within hours, and faster processing for commissions. I’ve been a 100% LEAN user for 18 plus months without exception. I wouldn’t think of any other way. Now with remote signature (Docu-sign) capabilities there is no reason not to use it. Great and thank you UHC.
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Works better
More stable than previous versions.
I wish it would recognize Face ID or fingerprint login. You have to login twice, it takes too long to load up.
Also would like ability to save client/ prospect info and then add the Medicare Card info later. It’s kind of a road block that requires the Medicare number first.
Although, I Love the quickness of application submission and it cuts down on errors.
I wish it would recognize Face ID or fingerprint login. You have to login twice, it takes too long to load up.
Also would like ability to save client/ prospect info and then add the Medicare Card info later. It’s kind of a road block that requires the Medicare number first.
Although, I Love the quickness of application submission and it cuts down on errors.
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Happy User
I have been very pleased with LEAN but really have seen improvement with the new version.
New Optum Launch
Not working since the switch over. I have deleted and updated three times?
Works great
LOVE the offline feature when I go into rural areas.... Submit app when I get home/office and connect to WiFi.
Updates are great!
The latest updates have made all the difference. Love using this tool!
Response from developer
Thank you for your feedback, we appreciate you bringing this to our attention and apologize for your dissatisfaction. We’d like to assist and help get LEAN running properly for you. If you would contact aet_support@uhc.com, we would like to learn more about this issue. – LEAN Project Support
Love offline!
Great app! Love the ability to take apps offline
Great app
It’s way better than Humana!
Useful
The app has been updated and now I dont have any issues with it and it’s great. It’s been helpful to use but phd sometimes doesn’t know the answers to my questions
