Contracting Information C - G

If you are already appointed with Centene and would like to align under AGA, please log into your Ping One account.

Note: Agents must be contracted AND certified to initiate a transfer. If you are contracted as an LOA or Tele Digital agent you will not be able to transfer with the below instructions. LOA agents will need to terminate their existing contracts, notify contracting@appliedga.com after the termination has been completed, then we will send you a new contract. In Ping One the terminate button is under My Credentials then My Status and Credentials. Tele Digital agents will need to have their upline terminate their contract, notify contracting@appliedga.com after the termination has been completed, then we will send you a new contract.

Transfer blackout period is between September 15th and December 31st.

See Centene Transfer Guide

• Contracting Link https://desktop.pingone.com/cnc-workbench-brk
• Username: NPN
• Password: If you do not have your password select Forgot Password. Detailed User Guide to Sign In

Once you are logged into PingOne, select “Centene Workbench”. Click My Account then My Hierarchy Info.

Sub Type Options: Preform an upline or payment change

Upline Options: Request to Leave My Current Upline

Choose to have your commissions paid directly to you or to have AGA pay your commissions.

Search for upline: Enter Applied General Agency or NPN 6187022

Select Update

See Centene User Guide

• Contracting Link https://desktop.pingone.com/cnc-workbench-brk
• Username: NPN
• Password: If you do not have your password select Forgot Password. Detailed User Guide to Sign In

Once you are logged into PingOne, select “Centene Workbench”. Click My Account then Account Info or Payee Info.

An agent can add a corporation by emailing contracting@appliedga.com. We will then send you a new contracting link to contract your agency. Review Centene’s Guide to Onboarding Brokers

See Centene User Guide

• Contracting Link https://desktop.pingone.com/cnc-workbench-brk
• Username: NPN
• Password: If you do not have your password select Forgot Password. Detailed User Guide to Sign In

Once you are logged into PingOne, select “Centene Workbench”. Click My Account then Account Info or Payee Info.

• Contracting Link https://desktop.pingone.com/cnc-workbench-brk
• Username: NPN
• Password: If you do not have your password select Forgot Password. Detailed User Guide to Sign In

Once you are logged into PingOne, select “Centene Workbench”. Click My Credentials then Manage My Licenses.

Active States displays which states you are currently approved to market/sell Wellcare plans.

Available States displays additional states that are available for you to add to your profile. This is based off the NIPR. It may take a few days to see a new license appear in your Available States. Before writing business you must see the state added to your Active States.

After completing selecting a state(s), select the Add Selected State button to save your changes.

Wellcare will then process any necessary appointments based on the state rules.

If you own the corporation to which you are assigning commissions, you must be at the agent level with Centene and be the sole individual assigning commissions to that corporation. If these conditions are met, you can update your commission payout by following the instructions in the Centene User Guide or the steps outlined below.

• Contracting Link https://desktop.pingone.com/cnc-workbench-brk
• Username: NPN
• Password: If you do not have your password select Forgot Password. Detailed User Guide to Sign In

Note:  When you declare a private company to be your payee, your 1099 will be in the name of this entity. A Tax ID can only be used once as a Payee. Two brokers cannot share a Payee Profile.

Once you are logged into PingOne, select “Centene Workbench” then “My Account”. The Payee Info tab captures the name and address on file for payment. Select the Edit Payee Info tab to update your name or address. The 1099 that will generate will match the information on this screen.

To declare a private company as your payee, select the Edit Payee Info button and update the information to reflect that of your company. Name = Name of the business / private company. Address = Shipping Address. SSN / TIN = the TIN of the business / private company. Then select Save

A prompt will display to complete a new W9. The Business Entity Information will be prefilled from what was entered under the Edit Payee Info button. To make any adjustments, edit these fields.

Once the Business Entity Information is accurate, scroll down to the W-9 Information. Assign the appropriate taxation type for your private company. It is required to check the box, acknowledging that you are legally authorized to execute contracts and agreements on behalf of the company. Proceed to the Banking Information and complete all required ACH fields.  Select Continue.

The final steps are to acknowledge the W9 is accurate and complete your signature. Select the Submit button. The workflow will be completed, and your Payee Info will be updated.

If you are assigning commissions to a corporation you do not own, you can update your commission assignment using the transfer instructions mentioned above. However, your upline must be contracted at a level higher than the agent level. For assistance, please contact contracting@appliedga.com.

 If you are at the LOA level, you can change your commission assignment by completing the Centene Subtype Change Form. The Broker section must be completed by the agent, and the Upline Agency Approval section must be completed by the immediate upline. Once completed, submit the form to contracting@appliedga.com.

Champion Health Plan – FMO Transfer Policy

To maintain a smooth and compliant enrollment process during the busy Medicare Annual Enrollment Period (AEP), Champion Health Plan enforces an annual blackout period during which agents and agencies are not permitted to change their Field Marketing Organization (FMO) affiliation. This policy helps minimize administrative disruptions and ensures focus during a critical time of year.

The blackout period begins on September 1 and ends on January 15, though it may be extended based on operational needs. During this time, Champion Health Plan will not process any requests for agent releases, recontracting, or FMO transfers. To be effective for the upcoming AEP, all transfer requests must be fully completed by August 31. Any requests received after August 31 will be held and reviewed starting January 16 of the following year.

To begin a transfer, agents must send a letter of release from their current upline to Agents@championpayer.com and contracting@appliedga.com. If an agent is unable to obtain a letter of release, they must email Agents@championpayer.com to request further instructions.

Exceptions to this policy may be granted in limited cases, including termination of the current FMO due to compliance-related issues, carrier-initiated changes, or documented systemic contracting errors identified before September 1. All exceptions must be reviewed and approved by the Champion Health Plan Contracting and Compliance Department and appropriately documented.

Changes can be made by logging into the agent portal at www.championhmo.com or by contacting Champion Agent Support at 800-885-8000.

Changes can be made by logging into the agent portal at www.championhmo.com or by contacting Champion Agent Support at 800-885-8000.

To add a new state with Champion Health Plan, the agent must provide a copy of their valid insurance license for that state. This can be done by logging into the Agent Portal and uploading the appropriate license. Champion Health Plan follows the same certification process for each state. If the agent is in good standing and has already completed certification for the current year, they will be authorized to sell in the newly added state upon approval.

Carrier does not offer AOC at this time

Thank you for your interest in contracting with Christus Health. AGA is partnered with our Integrity Partner, Plan Advisors, for us to offer this carrier to our agents. To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com with a copy of your letter of release. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”.

For an immediate transfer provide a letter of release from your current upline to contracting@appliedga.com.

If you are unable to obtain a letter of release from your current upline you may begin a six-month delayed release. If the current upline will not grant a release Christus Health will honor the refusal for a period of 6 month waiting period from the date the agent requested to change. Please note CHP will ONLY honor this change once per contracted year. At the end of the 6 months waiting period, Christus Health will process the change without a release letter.

Blackout period 9/1 – 12/31. Hierarchy changes cannot be made during the blackout period. Releases will not be processed during the blackout period.  If an agent release request letter is received during the blackout period September 1- December 31. CHRISTUS will not process the release until January 1 of the next contract year.

Changes can be made on https://account.evolvenxt.com/

Updates can be made by emailing info@myplanadvisors.com

States can be added on https://account.evolvenxt.com/

Updates can be made by emailing info@myplanadvisors.com

Thank you for your interest in contracting to represent Healthspring through the AGA. You will be completing contracting through HealthSpring’s online contracting system Evolve. To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a link from donotreply@evolvenxt.com with the subject line as “Thank you for contracting with HealthSpring Life & Health Insurance Company, Inc. (“HealthSpring”)”.

Login or create a new profile on to https://healthspringforbrokers.com. If you are registering for the first time, we suggest using your NPN as your username and your Relationship to HealthSpring is Agent. If you need to revisit your contracting forms you can go onto your Evolve portal https://account.evolvenxt.com/, and your username is your email.

See HealthSpring Evolve Agent Guide

To begin a release from CIGNA MAPD perform the following steps to submit a hierarchy change request for MA:

Log in to the https://healthspringforbrokers.com, go down to Tools and select Contracting, and Evolve will open

Click My Account from the left panel. The sub-section will expand and click My MAPD Hierarchy Info. The hierarchy list will show up on screen.

Click CHANGE to begin the process of raising a hierarchy change request. The details of the broker will be displayed.

Select the relevant option from the Hierarchy Change Options dropdown. (Request Hierarchy Change)

Select the relevant option from the New Sub-Type Options dropdown.

• Join a new upline as Downline Only – This is direct pay
• Join a new upline as Licensed only Agent – Commission will be paid to upline and upline will own book of business
• Join a new upline as Dual Assignment – Commission will be paid to upline and broker will own book of business

Click SEARCH to view the upline that you would like to join.

Enter the required details in the Upline Name or Upline NPN field. (Applied General Agency Inc NPN 6187022)

Click Search to view the details of the required upline.

Click SELECT to select the upline from the search results.

Add your comments and click UPDATE to proceed with the changes. Please note that the comments you add here are visible to all involved stakeholders, including your current hierarchy.

Click SUBMIT REQUEST in the Hierarchy Change Request Summary pop-up to complete the request. You will be redirected to your payment details. These will be pre-filled. You can make edits, if needed.

 Once you have submitted your hierarchy change your new upline will approve your request and then it will be sent to your existing upline. If your current upline approves the request, you will transfer immediately. If your current upline does not approve of the transfer, then you will be placed on a 90-day delayed release.

To change EFT for Healthspring’s MAPD & Med Supp perform the following steps:

Log in to the https://healthspringforbrokers.com, go down to Tools and select Contracting, and Evolve will open

Click My Account from the left panel. The sub-section will expand and click Payee Info to view the existing payment information.

Review the tab at the top and ensure you are making necessary changes to the correct product line.

Click EDIT PAYEE INFO to update the payee info. A confirmation popup will appear, prompting you to submit a new W-9 form.

Click PROCEED TO W-9 to navigate to the W9 form

Enter or update your payee information.

Click VERIFY to confirm the accuracy of the details. If applicable, click CONTINUE to proceed to the W-9 form.

After reviewing the W-9 form, check the declaration box to confirm the accuracy of the information provided.

Sign your name in the Please sign your name in the space below field.

Click SUBMIT to complete the process.

To change your commission to be paid direct to LOA or vice versa for CIGNA MAPD perform the following steps:

Log in to the https://healthspringforbrokers.com, go down to Tools and select Contracting, and Evolve will open

Click My Account from the left panel. The sub-section will expand and click My Hierarchy Info. The hierarchy list will show up on screen.

Click CHANGE to begin the process of raising a hierarchy change request. The details of the broker will be displayed.

Select the relevant option from the Hierarchy Change Options dropdown. (Request Payment Change with my current Upline)

Select the relevant option from the New Sub-Type Options dropdown.

• As Downline Only – This is direct pay
• As Licensed only Agent – Commission will be paid to upline and upline will own book of business
• As Dual Assignment – Commission will be paid to upline and broker will own book of business

Add your comments and click UPDATE to proceed with the changes. Please note that the comments you add here are visible to all involved stakeholders, including your current hierarchy.

Click SUBMIT REQUEST in the Hierarchy Change Request Summary pop-up to complete the request. You will be redirected to your payment details. These will be pre-filled. You can make edits, if needed.

To Add a State for Healthspring’s MAPD & Med Supp perform the following steps:

Log in to the https://healthspringforbrokers.com, go down to Tools and select Contracting, and Evolve will open

Click My Credentials from the left panel. The sub-section will expand and click Manage My Sales States.

Review the tab at the top and ensure you are making necessary changes to the correct product line.

Check off the state appointments you want to add and click Add Selected States

Thank you for your interest in contracting to represent Healthspring through the AGA. You will be completing contracting through HealthSpring’s online contracting system Evolve. To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a link from donotreply@evolvenxt.com with the subject line as “Thank you for contracting with HealthSpring Life & Health Insurance Company, Inc. (“HealthSpring”)”.

Login or create a new profile on to https://healthspringforbrokers.com. If you are registering for the first time, we suggest using your NPN as your username and your Relationship to HealthSpring is Agent. If you need to revisit your contracting forms you can go onto your Evolve portal https://account.evolvenxt.com/, and your username is your email.

To begin a release from CIGNA Med Supp (CSB) perform the following steps to submit a hierarchy change request for Med Supp:

Log in to the https://healthspringforbrokers.com, go down to Tools and select Contracting, and Evolve will open

Click My Account from the left panel. The sub-section will expand and click My CSB Hierarchy Info. The hierarchy list will show up on screen.

Click CHANGE to begin the process of raising a hierarchy change request. The details of the broker will be displayed.

Select the relevant option from the Hierarchy Change Options dropdown. (Request Hierarchy Change)

Select the relevant option from the New Sub-Type Options dropdown.

• Join a new upline as Downline Only – This is direct pay
• Join a new upline as Licensed only Agent – Commission will be paid to upline and upline will own book of business
• Join a new upline as Dual Assignment – Commission will be paid to upline and broker will own book of business

Click SEARCH to view the upline that you would like to join.

Enter the required details in the Upline Name or Upline NPN field. (Applied General Agency Inc NPN 6187022)

Click Search to view the details of the required upline.

Click SELECT to select the upline from the search results.

Add your comments and click UPDATE to proceed with the changes. Please note that the comments you add here are visible to all involved stakeholders, including your current hierarchy.

Click SUBMIT REQUEST in the Hierarchy Change Request Summary pop-up to complete the request. You will be redirected to your payment details. These will be pre-filled. You can make edits, if needed.

 Once you have submitted your hierarchy change your new upline will approve your request and then it will be sent to your existing upline. If your current upline approves the request, you will transfer immediately. If your current upline does not approve of the transfer, then you will be placed on a 90-day delayed release.

To change EFT for Healthspring’s MAPD & Med Supp perform the following steps:

Log in to the https://healthspringforbrokers.com, go down to Tools and select Contracting, and Evolve will open

Click My Account from the left panel. The sub-section will expand and click Payee Info to view the existing payment information.

Review the tab at the top and ensure you are making necessary changes to the correct product line.

Click EDIT PAYEE INFO to update the payee info. A confirmation popup will appear, prompting you to submit a new W-9 form.

Click PROCEED TO W-9 to navigate to the W9 form

Enter or update your payee information.

Click VERIFY to confirm the accuracy of the details. If applicable, click CONTINUE to proceed to the W-9 form.

After reviewing the W-9 form, check the declaration box to confirm the accuracy of the information provided.

Sign your name in the Please sign your name in the space below field.

Click SUBMIT to complete the process.

To Add a State for Healthspring’s MAPD & Med Supp perform the following steps:

Log in to the https://healthspringforbrokers.com, go down to Tools and select Contracting, and Evolve will open

Click My Credentials from the left panel. The sub-section will expand and click Manage My Sales States.

Review the tab at the top and ensure you are making necessary changes to the correct product line.

Check off the state appointments you want to add and click Add Selected States

CIGNA ACA is exiting the market in January 2027, they are no longer accepting contracting requests.

Thank you for your interest in contracting with CIGNA ACA. AGA is partnered with our Integrity Partner, Plan Advisors & New Health Partners, for us to offer this carrier to our agents. To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”.

After a few days, you will be sent a contracting link to complete your ACA contracting.

CIGNA ACA Producer Onboarding

Agents will need to complete the Acknowledgement of Contractual Obligation form which will terminate the current contract.

Once this release is completed, you will be sent a new contracting link for CIGNA ACA. Once your new contract is completed CIGNA will need approximately 7-14 business days, subject to current carrier volume.  Until the you are notified that the release/transfer is completed, you should NOT write any new business.

If the agent has a book of business release an release this may be uploaded on the Acknowledgement of Contractual Obligation form. This will transfer the book of business that is listed on the transfer form. This is not required to complete your transfer. 

No blackout period

Downline does need to recontract, and each will need to follow above process

The agent needs to submit the request via email to dash@cigna-ifp.com, joan@newhealthpartner.com and bzarkos@myplanadvisors.com

Complete the ACA EFT form via DocuSign

The agent needs to submit the request via email to dash@cigna-ifp.com, joan@newhealthpartner.com and bzarkos@myplanadvisors.com

Clear Spring Health will be exiting the Medicare Advantage market as of June 1, 2026. 

Thank you for your interest in marketing Clear Spring Health through Applied General Agency. Clear Spring Health uses an online contracting system and we will need some information to get the process started.

To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a link to begin contracting in a few days.

First time portal users: use the link in the email from CSH Certification ( certification@clearspringhealthcare.com  )

Returning portal users: go to https://csh.evolvenxt.com

Complete online carrier contracting, see Clear Spring Contracting Guide.

Please complete the Clear Spring Release Policy and Transfer Form and send to Brokers@clearspringhealthcare.com and contracting@appliedga.com. For an immediate release the form must be completed in its entirity. For 30 day delayed release the form needs to be completed, except for the two upline sections.

Please see additional notes from the carrier:

All Clear Spring Health External Agents must follow the Clear Spring Health Release Policy when terminating or modifying any hierarchy relationship.

Agents will not be permitted to transfer from one hierarchy to another until they have been under contract for at least 60 days.

Agent requesting a release from its contract must wait 30 days (delayed release) following the release request and receive approval from Clear Spring Health before being permitted to contract under another hierarchy.

The 30-day waiting period may be waived if the Agent receives an immediate release from their current hierarchy or if the agent has not submitted any new business to Clear Spring Health in 180 days or more.

When a hierarchy change is made the Agent must remain at their existing override or commission level for 6 months before any increase can be requested by the new hierarchy.

If the transferring entity is a General Agent all subagents that are contracted to sell with the Company will move collectively along with the General Agent during transfer.

No releases or hierarchy changes will be processed during the annual AEP Blackout which occurs from October 1st through December 31st. Any releases requested during the AEP Blackout will be effective January 1st of the following year if a release is requested or 30 days following the release request if submitted within 30 days of December 31st. If a release is requested less than 30 days before the beginning of the AEP Blackout (without immediate release) the release will be effective January 1st of the following year.

Agent must be in good standing with Clear Spring Health to make any hierarchy change. The General Agent or Agent may not be under investigation internally or externally, must have acceptable compliance and sales metrics, and not be in debt to the carrier.

Impact on Book of Business:

New Business: Any business submitted to Clear Spring Health while the General Agent or Agent was under the previous hierarchy will result in the appropriate overrides and commission being paid as indicated by the contracts and schedules in place.

Renewals: Any Clear Spring Health renewals earned while the General Agent or Agent was under the previous hierarchy will result in the appropriate overrides and renewals being paid as indicated by the contracts and schedules in place.

An agent that is set up for Direct and wants to change to LOA would need to contact Brokers@clearspringhealthcare.com and contracting@appliedga.com to change to LOA. CSH will then change the agent to LOA. An agent that is LOA and wants to change to Direct would need to contact us about the change and also complete a W-9 and an EFT form the agent’s banking information. CHS will provide the agent with our EFT form.

Thank you for your interest in contracting to represent Clever Care plans through AGA. You will be completing contracting through Clever Care’s online contracting system Clever Care Broker Portal.

To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”.

After you return the 5.6 Add Carrier Request you will receive an invitation with a link from donotreply@evolvenxt.com and “Evolve Agent Contracting Registration” as the subject line. The email will include the contracting link, username, and password. Click on the link to begin contracting. The contracting link will always be https://ccmapd.evolvenxt.com/login.htm, and your username is your email.

Please have your E&O and AHIP certificate handy, and be prepared to complete the Clever Care training. The entire process will take 15 minutes to an hour. After logging in you will see the pending contract to complete. Select “Start”.

After initial log in just hit START then verify your NIPR status.

From here just follow the steps/Test and Contract will come after uploading E&O and AHIP at DOCUMENTS

For an immediate release, a letter of release from your current upline needs to be sent to broker@ccmapd.com and contracting@appliedga.com.

In instances where the FMO refuses to immediately release the agent, the agent may contact Clever Care and request a delayed release. The delayed release will be effective 90 days after the agent’s request is received. Release requests must be in writing and submitted by email at broker@ccmapd.com and contracting@appliedga.com.

The delayed release request must include the following information:

• A clear statement stating the agent/broker’s intent to switch FMOs
• Name of agent/broker
• Agent NPN
• Name of old FMO
• Name of new FMO
• Downline agents if any.

Example. Clever Care my name is John Stark, NPN 12345. I would like to begin my delayed 90-day release. After 90-days, please transfer my Clever Care appointment from XYZ Agency to Applied General Agency.

Agents/Brokers can continue to write new business for Clever Care during the waiting period.

Clever Care will confirm receipt of request and make the changes after 90 days from request received date.

Changes can be made on https://ccmapd.evolvenxt.com/login.htm See Clever Care Agent Guide

If your commissions are paid to AGA and you would like to be paid direct complete the Clever Care Exhibit A and email to Broker broker@ccmapd.com

Changes can be made on https://ccmapd.evolvenxt.com/login.htm

See Clever Care Agent Guide

To update your payee information to a corporation you own, please follow the steps below by logging in at https://account.evolvenxt.com/

1. Go to “Payee Info” under “My Account” menu
2. Click “Edit Payee Info” at the top
3. Click  “Proceed to W9” in the green box.
4. Answer the question marked with asterisk(*) by selecting “Yes”
5. Complete the form with your signature using your mouse.

Thank you for your interest in contracting to represent Clover plans through the AGA. You will be completing contracting through Clover’s online contracting system Evolve.

To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a link from donotreply@evolvenxt.com with the subject line as ‘

Action Required: Clover Health Agent Contracting’. The email will include the contracting link, username, and password. Click on the link to begin contracting. The contracting link will always be https://account.evolvenxt.com/, and your username is your email.

Clover Onboarding Guide

If you are currently contracted with Clover and need to change to AGA you can now initiate hierarchy changes through your broker portal, https://account.evolvenxt.com/.

 A hierarchy change request, once submitted, will be executed 90 days from the submission date, provided the requested upline approves. Note: If the current upline approves before 90 days, the transfer will take place on the following day. If the current upline does not approve, the transfer will still occur on the 91st day after the request date.

Clover Health Blackout Period – Clover Health’s Blackout Period is 10/1–12/31

How does an agent initiate a hierarchy change request? The agent must log in to their Evolve profile. Navigate to My Account > My Hierarchy Info. ­­ Click Change. The agent may choose Request Hierarchy Change or Request Payment change with my current Upline. Choose ‘Request Hierarchy Change’. Choose New Sub Type Option (the red exclamation mark explains each subtype option). Search for their new upline and click Select. Once the agent has filled in all required fields, they may add a comment and click Update to send the hierarchy change request to the current upline and new upline.

How does an agency approve a hierarchy change request? The agency will have a notification in their admin Evolve profile when there is a new hierarchy change request. Navigate to the “Workflows” section of the agency dashboard. All hierarchy change requests will be in this section. The agency can click into each one and approve or deny the request.

To add a state for Clover you may do so on https://account.evolvenxt.com/. Your username is your email. Please review the Please review the Clover Onboarding Guide for a detailed walkthrough. Clover Contracting Department contracting@cloverhealth.com 

To update your EFT for Clover you may do so on https://account.evolvenxt.com/. Your username is your email. Log in to and navigate to My Account > Payee Info > Edit Payee Info.

Please review the Clover Onboarding Guide for a detailed walkthrough. Clover Contracting Department contracting@cloverhealth.com 

To get started please request the carrier by completing our Request Form then we will email you the contracting instructions.

To secure a release, please obtain a letter from your current FMO.  The letter should be on the FMO’s letterhead, list your name and agency name (if applicable), and the date of the release.  The letter should be signed by the principle of the FMO.

Thank you for your interest in marketing Denver Health Medical Plan through Applied General Agency. This carrier uses an online contracting system, and we will need some information to get the process started.

To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation from denverhealthmedicalplan@myagentworld.com with the subject link “Your Invitation to Credential with Denver Health”. with a link to begin contracting in a few days. Click on the link to begin contracting.

Helpful Tips

• Complete your training TODAY. Your invitation to credential will expire in 30 days if not completed. The whole process should take you about 10 minutes to complete!
• You can use a computer, tablet, or smartphone.
• Have your AHIP or NABIP Certificate saved as a PDF to your desktop, and ready for upload to the MyAgentWorld system.

If you are currently contracted with Denver Health Medical Plan through another upline please email contracting@appliedga.com, James.moses@dhha.org, and elevatebrokers@dhha.org. State you are contracted with Denver and would like to transfer to AGA. Example: Hello, my name is John Smith. NPN 123. I would like to change my Denver Health upline from XYZ agency to Applied General Agency. Please let me know if you need anything else. Thank you,

Email changes to email contracting@appliedga.com, James.moses@dhha.org, and elevatebrokers@dhha.org

Thank you for your interest in contracting with Devoted Health Plans. We have top doctors, cutting edge technology, and personalized care teams that help us provide high quality healthcare to our members. We’re on a mission to make healthcare better — learn more about the Devoted Health Difference! We are excited to partner with you and look forward to working together.

How to Access the Agent Portal. Create an account using either direct or AGA Pay.

Devoted Direct Pay Contracting Link: Agents are paid directly by Devoted Health.

(Not Common) Devoted Indirect Pay Contracting Link: AGA pays you for your enrollments

Devoted Health’s Onboarding & Certification Process:

• Create an account for Devoted Health’s Agent Portal
• W-9 & Direct Deposit (Direct Payees only)
• Agent Questionnaire
• Code of Conduct Acknowledgement
• Agent Agreement
• Background Check Consent
• Core Medicare Training or equivalency upload (AHIP or Pinpoint)
  • CMS Fraud, Waste & Abuse & Compliance Training
• Devoted Certification Training & Exam
  • Agents will have 3 attempts to pass the training exam with a minimum score of 85% (If the agent is unable to pass within 3 attempts, they will need to certify for the next year)
  • Each time the exam is opened (initiated) it will count as an attempt and must be completed in one sitting (~30 min).
• License Check
• Appointment

The agent’s progress will be saved if they cannot complete the certification all at once — they will be able to continue at a later time with the exception of the Devoted training exam.

Once the appointment process for the agent’s respective state(s) is complete, agents will receive an email notification that they’re “Ready to Sell” (RTS).

For more guidance, please refer to the Devoted Health Agent Portal Quick Start Guide or visit us at www.devoted.com/brokers. Contact us at 1-877-764-9446 or email us at agent-support@devoted.com.

Please review Devoted Health’s Release / Transfer Policy & Timeline:

Devoted Immediate Release

A broker or their immediate receiving / terminating upline agency (FMO/GA) may request the  release & transfer(s).The release & transfer may be requested by:

• • Sending a release letter in an email to agent-support@devoted.com and contracting@appliedga.com, noting the broker’s NPN
  • A phone call into agent support, 877-764-9446.
  • A Help Ticket within the agent portal.

All parties will be notified via email once the release & transfer has been processed. Processing timeline for an immediate release is 7 business days.

Devoted Delayed Release

If you do not have a letter of release, a request for a delayed release can be made by sending an email to agent-support@devoted.com, contracting@appliedga.com and your current upline. Example, Hello Devoted and current upline, please begin my 60 day delayed release to Applied General Agency. Thank you, Toby Stark NPN 123456.

Receipt date of the delayed release request will start the clock for the 60 calendar days window.* The broker may continue to write business during the delayed release period. All parties will be notified via email once the delayed release has been processed. *Please reference the release timeline below for specific processing effective dates :

You can view and update your demographic & financial information in your Devoted Agent Portal account by following the easy steps outlined below.

• Login to your Agent Portal account
• On the top right-hand corner of the page you will see your name, select it and you will see a dropdown menu. Select My Account.
• This will display your demographic and financial information.
• Click on the Edit button in the W9 or Direct Deposit section to make the necessary changes.
• Here are a few common mistakes to look out for when updating financial information:
• Make sure your TIN matches what you gave to the IRS.
• Check that your Social Security number isn’t listed where your EIN should be.
• Provide the Agency Name for the EIN under the Individual Name field and leave the Business name field blank.
• Pay special attention to the use of “The”, “Inc.”, “Corp.”, “LLC”, punctuation marks, and abbreviations. (Ex. Instead of ABC, Inc., please type ABC INC) (Ex. Instead of John A. Smith Jr., please type JOHN A SMITH JR)

Email agent-support@devoted.com to request any updates.

You can view and update your demographic & financial information in your Devoted Agent Portal account by following the easy steps outlined below.

• Login to your Agent Portal account
• On the top right-hand corner of the page you will see your name, select it and you will see a dropdown menu. Select My Account.
• This will display your demographic and financial information.
• Click on the Edit button in the My Information section to make the necessary changes.

Note : Email address updates must be submitted to agent support via portal message or phone call

Log in to your  account and in the top right corner, click on “My Account.” Go to the “Ready to Sell Overview” section and click on “Update States.” Select or remove states as needed, choose only the states that you are actively licensed to sell in. Once you have made your updates, click “Save.”

Important: Agents are only permitted to market and sell in states where they are both licensed and have selected the state in their Devoted Health profile.

Email agent-support@devoted.com and contracting@appliedga.com to change from AGA pay to direct pay and vice versa.

If you are assigning commissions to your corporation, agents can update their demographic, banking, and W9 information within their Devoted agent portal. Simply click on MY ACCOUNT beneath their name in the upper right corner of the screen. This will bring you to your account information and you can review or update as needed.

Thank you for your interest in contracting with Doctors HealthCare Plans. AGA is partnered with our Integrity Partner, Heath Insurance Store, for us to offer this carrier to our agents.

To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After the request has been completed Heath Insurance Store will send you a contracting link to complete your contracting.

To begin your transfer, send your letter of release to contracting@appliedga.com. • The release must be signed by the principal of the current FMO or Agency and confirms that the agent is authorized to transfer. After AGA submits your request to Heath Insurance Store, expect a call from the carrier, followed by a contracting packet sent to their email address

Changes can be made on https://agentportal.doctorshcp.com/ 

Changes can be made on https://agentportal.doctorshcp.com/ 

FL only

Thank you for your Elderplan request. Please find the registration link and PIN codes for Elderplan Certifications

Link: https://miramar-agent.com/

For New brokers, use Registration Pin:  EPAGA26New

• Note: this specific certification pin is for agents who are not currently appointed with Elderplan.  If you have been Elderplan appointed before, but were terminated, you are still considered a NEW agent.

For Existing brokers, use Registration Pin: EPAGA26Existing

• Note: this specific certification pin is designed for agents who are currently appointed with Elderplan.  If you are not appointed by Elderplan (or were previously appointed by Elderplan and were terminated), you are considered a NEW agent and you must contact your FMO manager or EPsales@mjhs.org to receive the appropriate registration pin.

Please note: If you do not have an existing agent profile in Miramar, you will need to create one. Once you log in, you will need to click “Register New” on the top left of your dashboard. You will then enter the appropriate registration Pin highlighted above, and click “Start” on the next page to begin the training (screenshot below). If your page is not loading properly, try using a different browser (i.e.: If you are using Google Chrome, try switching to Internet Explorer – or vice versa).

Important things to note:

• Ensure all of your Agent Profile details on Miramar are up to date to avoid any discrepancies (current address, phone number, etc.)
• 2025 certifications should be completed prior to AEP in order to be Ready To Sell for the 2025 plan year. For existing agents, if their 2025 certification is not completed by 3/31/2025, their Elderplan appointment will be terminated, and they will be ineligible to receive commissions or residuals. New agents will have until 12/1/2025 to complete their training.
• Even if they complete our 2025 certification, they will still need to complete our 2024 certification if they would like to sell for the current plan year. Any questions regarding our 2024 certification program, feel free to contact us.
• For technical support within in Miramar (unable to log in,  certification not loading, etc.), please call (855) 828-8015 or submit a ticket to https://convey.na2.teamsupport.com/createticket

To make a change to your current upline for ElderPlan, simply log in to your Miramar portal, request a group change,  go to the “Groups” field on the left > click “Change Group” > type the group code and select “Change Groups”. AGA’s Code is AGA2242

Link: https://miramar-agent.com/

You can also just email us at epsales@mjhs.org and contracting@appliedga.com to request your transfer. 

Changes can be made to your Miramar profile. https://miramar-agent.com/ 

Demographic changes can be made to your Miramar profile.

https://miramar-agent.com/

Log into https://miramar-agent.com (Registration assistance https://miramar-agent.com/KnowledgeBase)

Click on “Register New” and enter 2026 registration code 3361EmblemHealth1113

Click “Start” in Programs section, complete contracting and certifications.

If you are with a different agency and want to move to AGA, ask your current FMO for a release, and email the release to contracting@appliedga.com.

If an FMO will not release you, you can move to the FMO of your choice two ways.

One, by using the FMOs registration code for the next certification period. For example, if they use another FMO’s ID for 2020 certifications, they will need to wait until 2021 certifications are available to move to AGA.

Second, Emblem will release a broker 90 days after an email is sent to the current FMO. Please email your current upline, contracting@appliedga.com and PGreco-Cavallaro@emblemhealth.com. Please indicate you are currently contracted and would like to transfer to AGA. Example: Hello, This is John Smith, NPN 123456, I would like to transfer to AGA for Emblem. Please issue a release or I would like to start my 90 day delayed release.  Thank you,

Thank you for your interest in marketing Emblem ACA through Applied General Agency. To get started complete your contracting request on Emblem ACA via DocuSign. Please have your NY licenses and NYSOH certification ready for upload. Complete your NYSOH certification on https://nystateofhealth.ny.gov/agent/

If there is a selling agent who already appointed with EmblemHealth Individual and actively with another general agent/FMO, wants to transfer to AGA:

A request letter from the selling agent directly, indicate the date of GA transfer with effective date, with signature & date. Agent transfer will process the into future effective date, and not retroactively. Any transfer request received before the 15^th of the month, will process the next 1^st of the month; any transfer request received after the 16^th of the month, will process the 1^st of the following month.

i.e. Transfer request received on 08/10/2024, will process for 09/01/2024 effective.

      Transfer request received on 08/28/2024, will process for 10/01/2024 effective.

To update banking information, please complete a new ACH form, along with the voided check to IndividualSupport@emblemhealth.com

If a selling agent needs to update the demographic information such as address a new W9 form is required, and send to IndividualSupport@emblemhealth.com

 If a selling agent needs to update the contact information, such as mobile phone & email address: Please email the request to IndividualSupport@emblemhealth.com                                          

Thank you for your interest in marketing Essence through Applied General Agency. AGA is partnered with our Integrity Partner, The McNerney Group, for us to offer this carrier to our agents. To get started complete your contracting request on Essence Healthcare via DocuSign. This is a request to be sent contracting. Once you have completed this DocuSign you will be loaded in Essence’s system and will be sent an email with a portal and login. You will use this to complete contracting.

Essence requires two parts to certify producers: attend a virtual or in-person training session and complete onboarding via our online producer portal. Please reach out to help@appliedga.com for available Essence trainings.

If your DocuSign link was requested previously so please use the below instructions to complete the contract. 

1. Log into https://producer.essencehealthcare.com
2. Use NPN as log in
3. Click Forgot password
4. Password Reset email will arrive in the inbox on file
5. Complete steps to onboard
6. Reach out to producer support at 1.877.259.8657 if any issues arrive during onboarding

For an immediate transfer please send a copy of your letter of release to contracting@appliedga.com and let us know you need to transfer your Essence contract.

If you are unable to obtain a letter of release from your current upline, you may begin a delayed six month release. Complete the SHC Advantage Agent Release Form and send a completed copy to your current upline, contracting@appliedga.com and  producersupport@lumeris.com and contracting@smsteam.net. In the body of the email state you are transfering to AGA& The McNerney Group. 

Once received a six-month clock will start. At the end of the six-month period the agent will be release from their current hierarchy / FMO and can recontract with Essence Healthcare through a new hierarchy / FMO. 

Agents will have the ability to produce for Stanford during the delayed release process under thier current hierarchy.

Email changes to contracting@appliedga.com and producersupport@lumeris.com

Changes can be made on https://producer.essencehealthcare.com./account/Login?ReturnUrl=%2fDashboard%2fHome

Thank you for your request to contract with eternalHealth. Please begin by logging into Miramar: https://miramar-agent.com/. If you do not have an existing agent profile in Miramar, you will need to create one. Once you log in, you will need to click “Register New” on the top left of your dashboard. You will then enter the appropriate registration Pin highlighted above and click “Start” on the next page to begin the training. If your page is not loading properly, try using a different browser (i.e.: If you are using Google Chrome, try switching to Internet Explorer – or vice versa).

Miramar: https://miramar-agent.com/

AGA 2027 PIN Code: 2027eHNew3345

After you select AZ, the system will advise you that there is nothing else to do at this time (while it verifies the documents you uploaded). You will need to go back in the next day (possibly even after a few hours) to upload the attached certificate eternalHealth sends. When you get to the certification section, please remember to select attended in-person training and then attach the Certification eternalHealth attached. Once you have completed all the steps and uploaded your certification you will receive an email notifying you that you are RTS within 24-48 hours.

To transfer you will need to obtain a letter of release from your previous upline and send a new conract.

Changes can be made on https://miramar-agent.com/

Changes can be made on https://miramar-agent.com/

Available in AZ only

To get started please request the carrier by completing our Request Form then we will email you the contracting instructions.

To transfer you will need to obtain a letter of release from your previous upline and send a new conract.

Thank you for your interest in contracting with Excellus – Univera. To get started complete the Request link via DocuSign. AGA is partnered with our Integrity Partner, Ritter, for us to offer Excellus – Univera to our agents. Ritter Insurance Marketing will email you the link to complete your certifications through Miramar. MiramarAgent AgentUser Guide

Excellus – Univera Contracting Request Direct pay (your or your corporation will be paid)

If you plan to assign your commission to a corporation that you do not own, both the corporation and its principal must be fully contracted and certified with this carrier before you can be contracted. Once the corporation and its principal are approved and ready to sell, the principal must email contracting@appliedga.com stating that they would like you to be appointed as an agent under their corporation for this carrier. They must also confirm that they understand they must remain contracted and certified with the carrier in order to continue receiving residual commissions.

To begin your transfer, complete the Request link via DocuSign. AGA is partnered with our Integrity Partner, Ritter, for us to offer Excellus – Univera to our agents.

Excellus – Univera Contracting Request Direct pay (your or your corporation will be paid)

Transfer your appointment immediately by uploading a letter of release

Start 3 month delayed release. To start a delayed release you will need to email excellusBSD@excellus.com.  license@imritter.com, contracting@appliedga.com. State your name, carrier ID, and you are transferring your appointment to Ritter. Blackout from 10/1-12/31, no transfers or requests processed in that time.

Update your profile on https://miramar-agent.com

Complete EFT Change Form Via Docusign

If you plan to assign your commission to a corporation that you do not own, both the corporation and its principal must be fully contracted and certified with this carrier before you can be contracted. Once the corporation and its principal are approved and ready to sell, the principal must email contracting@appliedga.com stating that they would like you to be appointed as an agent under their corporation for this carrier. They must also confirm that they understand they must remain contracted and certified with the carrier in order to continue receiving residual commissions.

To get started please request the carrier by completing our Request Form then we will email you the contracting instructions.

To transfer you will need to obtain a letter of release from your previous upline and send a new contract.

Thank you for your interest in marketing Fenyx Health products with Applied General Agency. To become Ready to Sell, please complete the onboarding process outlined below.

Step 1 – Interest Form

• Complete and submit the Fenyx Health Interest Form to begin the onboarding process.
• If you do not have an Agency Name put AGA
• Duplicate submissions will be automatically deleted by the carrier. If you have questions about your submission or need to transfer, email contracting@appliedga.com.

Step 2 – Certification

• After your interest form has been reviewed, you will receive an email invitation to complete the Fenyx Health certification exam. From: agents@fenyxhealth.com; Subject: “Get Certified with Fenyx Health Steps 1 & 2 of 5”

Step 3 – License & E&O Verification

• Upon successful completion of certification, you will receive instructions to upload your licensing and Errors & Omissions (E&O) information. From: agents@fenyxhealth.com; Subject: “Get Certified with Fenyx Health Step 3 of 5”
• Important: Upload all licenses for the states in which you plan to market. You will only be able to market in the states for which you have uploaded licenses. From: agents@fenyxhealth.com

Step 4 – Contracting

• Once your license and E&O information have been verified, you will receive your contracting package. From: agents@fenyxhealth.com; Subject: “Get Certified with Fenyx Health Step 4 of 5”
• Follow the instructions provided to complete and electronically sign all required contracting documents.

Step 5 – Ready to Sell (RTS)

• After your contract has been fully executed and approved, Fenyx Health will issue a Ready to Sell notification. Your writing number (NPN) will be assigned.
• You will receive access to the tools and resources needed to market and sell Fenyx Health MSAs.

To request a Fenyx Health agent transfer to AGA, send a transfer request to contracting@appliedga.com, agents@fenyxhealth.com and jessica@fenyxhealth.com, and specify that the agent should be associated with AGA. For agents who are already in the Fenyx system, no release is required. Fenyx only requires written notice from the agent requesting the transfer to AGA.

If an existing agent submits a second interest form, Fenyx will delete the duplicate submission and will not review it. In these situations, the agent must contact Fenyx and/or AGA directly to request the transfer rather than submitting another interest form.

Changes can be made by emailing agents@fenyxhealth.com

Agents can add states by either uploading their updated licensing information through the Fenyx licensing process or by emailing their updated licensing documentation to agents@fenyxhealth.com.

Fenyx does not access NIPR directly, agents are only authorized to sell in states for which they have submitted valid licensing documentation to Fenyx. It is the agent’s responsibility to ensure that all licensing updates are provided so their authorized states remain current and accurate.

AGA pays agent commission

Thank you for your interest in marketing Florida Blue through Applied General Agency. Florida Blue will send you online contracting to complete and we will need some information to get the process started.

To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive Florida Blue contracting forms from the carrier in a few days.

FL Blue Onboarding Guide

Agents will receive one email from ChannelPartnerManagementTeam@bcbsfl.com, this email will contain one link for the Agent to click and complete an appointment request, contract, W-9, and direct deposit

Upon successful completion of the appointment (5-10 days), the Agent will receive a Welcome Email from ChannelPartnerManagementTeam@bcbsfl.com.

• This Welcome Email will contain
• Florida Blue Medicare AOR #
• Instructions to register for AgentPoint
• Instructions to complete and submit AHIP
• Information on how to complete and submit Florida Blue Medicare Product Training

Upon completion of the above activities, the Agent will receive a Ready to Sell communication from ChannelPartnerManagementTeam@bcbsfl.com.

Agents must be in Good Standing with Florida Blue to be eligible for a hierarchy change. No releases or hierarchy changes will be processed or honored between September 1 and December 31. An agent may not change hierarchies more than once in any 12-month period.

Agents who have been contracted longer than 6 months or who have not changed hierarchies within the previous 6 months may change hierarchies by submitting the Hierarchy Change Form.

For an immediate transfer the agent and the agent’s current upline will need to complete the Hierarchy Change Form. Send the completed form to medicarebrokersales@bcbsfl.com and contracting@appliedga.com.

For a delayed release only the agent portion of the Hierarchy Change Form needs to be completed. Send the completed form to medicarebrokersales@bcbsfl.com and contracting@appliedga.com.

Full release procedures per carrier: FL Blue Release

Updates can be made on www.flordiablue.com/agents

Updates can be made on www.flordiablue.com/agents

FL Blue How to set up Direct Deposit 2022

Florida Blue cannot change your assignment of commissions to a corporation you own if you have made any sales under your existing vendor ID. If you have not made any sales and would like to change your assignment of commissions, email your request to medicarebrokersales@bcbsfl.com. The carrier will require a new W9 for the change.

Thank you for your interest in marketing Freedom Health – Optimum Healthcare through Applied General Agency. You can begin your Freedom Health – Optimum Healthcare contracting today!

• New Agent Registration Link: https://vipagentsupport.com/Agent/AgentRegistration
• Agency ID:524
• Registration ID: AP00038                                                        
• Top of Hierarchy: Applied General Agency

Please see Freedom/Optimum Guide for step-by-step submission instructions.

 Enter the 3 digit Agency ID and the alpha numeric Registration Code provided by your agency and then click to select the certifications available to your agency. Select the “Click and Get Company” to bring up the list of contracted lines of business available for your agency. Choose the companies you wish to train and certify for. Check the Captcha box marked “I’m not a robot”, which will allow you to select Continue.

 All Fields with a Red * are required. You must provide a valid email address to receive your temporary password. SSN is required in order to be appointed; hyphens included. A Valid DL in good standing is required to be appointed. You do not need hyphens for the DL number.

 Fill in your address. Check the box next to “VRA text communication”, which is required to continue. Verify that the phone number you have listed for Work Phone is a cellular phone (such as your work cell), as this will be where your confirmation texts are sent to. All phone numbers must include hyphens (not parentheses) and the area code. (i.e. XXX XXX XXXX) Check the acknowledgement box, then click Submit.

 Once you click submit, you will receive a message stating that your profile was created successfully. If you click on the “Back to Login” link you will be directed back to the User Home Page. **An email will be sent to you with a link to set up your password**

 Keep in mind that this email is temporary and will only last for 24 hours. If you do not complete the remaining steps within the time period, you will be locked out of the portal and need to call Agent Services, at 1-877-8770539. 

Agent must request a release from the current FMO via email and cc agentlicense@freedomh.com and contracting@appliedga.com. Example Hello ABC FMO, I would like to request a release to transfer my Freedom/Optimum appointment to Applied General Agency. Thank you, Nick Spark NPN 12345

Freedom Health and Optimum HealthCare will update the agent affiliation only if the Upline Agency grants immediate release OR a 90-day waiting period has been satisfied. Agents are permitted to continue writing business during the waiting period.
Agents are limited to one release every 12 months without approval from their upline.

Agent Release Timeline

Updates can be made on https://vipagentsupport.com

Please see Freedom/Optimum Guide

Updates can be made on https://vipagentsupport.com

Please see Freedom/Optimum Guide

Thank you for your interest in contracting with Friday Health ACA . AGA is partnered with our Integrity Partner, Agent Pipeline, for us to offer this carrier to our agents. To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”.

After a few days, you will be sent a contracting link to complete your ACA contracting.

Friday Health ACA Onboarding Job Aid

Agent email Broker Support at brokers@fridayhealthplans.com and state that you request to transfer your contract to Agent Pipeline. Please make sure you include your NPN. Please Cc apcontracting@agentpipeline.com and contracting@appliedga.com on the email request. 

If you are under another upline (not direct), you will need to attach a release letter from your current upline to the transfer request email.  

A new Friday Health contract will need to be completed 

Friday Health ACA Transfer Process 

No delayed release process 

Downline does not need to recontract, but upline must be contracted as an agency 

No blackout period  

Changes are made on the Friday Health Portal

Email contracting@appliedga.com and inform us which states you want to add for each ACA carrier.

Thank you for your interest in contracting with Geisinger Health Plan. To get started complete the request link via DocuSign. AGA is partnered with our Integrity Partner, Ritter, for us to offer this carrier to our agents. After the DocuSign submission, you will receive an invitation to begin contracting in a few days. Click on the link to begin contracting.

Geisinger Health Plan Contracting

Important: Enter your full name as it appears on your license after clicking the contracting link

If you plan to assign your commission to a corporation that you do not own, both the corporation and its principal must be fully contracted and certified with this carrier before you can be contracted. Once the corporation and its principal are approved and ready to sell, the principal must email contracting@appliedga.com stating that they would like you to be appointed as an agent under their corporation for this carrier. They must also confirm that they understand they must remain contracted and certified with the carrier in order to continue receiving residual commissions.

To begin your transfer, complete the Request link via DocuSign. AGA is partnered with our Integrity Partner, Ritter, for us to offer this carrier to our agents. After the DocuSign submission, you will receive an invitation to begin contracting in a few days. Click on the link to begin contracting.

Geisinger Health Plan Contracting

Important: Enter your full name as it appears on your license after clicking the contracting link

Updates can be made on the carrier portal, or requests can be sent to license@ritterim.com

Complete EFT Change Form Via DocuSign

If you plan to assign your commission to a corporation that you do not own, both the corporation and its principal must be fully contracted and certified with this carrier before you can be contracted. Once the corporation and its principal are approved and ready to sell, the principal must email contracting@appliedga.com stating that they would like you to be appointed as an agent under their corporation for this carrier. They must also confirm that they understand they must remain contracted and certified with the carrier in order to continue receiving residual commissions.

Updates can be sent to license@ritterim.com

Thank you for your interest in contracting to represent Gold Kidney through the AGA. You will be completing contracting through Gold Kidney’s online contracting system EvolveNxt.

 To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a contracting link.

 Gold Kidney will send you a contracting email from EvolveNxt titled, donotreply@evolvenxt.com. You will then complete the training module with a passing score of 90% or better, upload a current AHIP, a current E&O, a signed Gold Kidney contract, and a current license. After completion allow 5 business days to pass background checks. Then you will receive a Welcome Letter once RTS.

To initiate the request for a Hierarchy Change submit the following to: Contracting@GoldKidney.com, brokers@goldkidney.com, and contracting@appliedga.com

• Name of Agent
• National Producer Number (NPN)
• New Agency
• State License Number
• Valid Email Address

 For example, Hello. Please transfer my Gold Kidney appointment to Applied General Agency. Thank you Tony Stark, NPN 123456, AZ license no. 123456, tony@stark.com

Make demographic changes on https://gkhp.evolvenxt.com/login.htm or contact brokers@goldkidney.com

To update your EFT, you will need to email a copy of a void check to brokers@goldkidney.com. 

If you are updating the entity to where your commissions are being paid you will need to email brokers@goldkidney.com a copy of a void check and a W-9 

Agents may add states in their dashboard in https://gkhp.evolvenxt.com/login.htm or contact brokers@goldkidney.com

This is a just in time carrier, except in PA, meaning we contract you at the same time you write your first piece of business.

If you would like to contract, new agents can complete the GTL contract by using the below links. The processing time is approximately 5-7 business days. If an agent is changing a hierarchy, commission level, etc and they already have a code with GTL a paper contract is needed to make the hierarchy change.

GTL Direct Pay Link GTL Online Contracting for AGA Downline Agents

(Not Common) GTL AGA Pay Link GTL Online Contracting for AGA Downline LOA Agents

If you need product information or supplies create a support ticket in your AGA portal. Click on Sales Tools > Tickets and Messages > Add New. Select subject, add your message, then click create.

If you are currently contracted with GTL and would like to transfer to AGA, please email contracting@appliedga.com. With a GTL paper contract.

GTL Agent Paper Contract

 (Not Common) GTL LOA Agent Paper Contract

Please advise when you last submitted business and/or contracted with your previous FMO. If you do not qualify for a self release include a copy of a letter of release from your previous FMO. See below release policy. 

Release Contracted with NO Business:

All agent contracts submitted to GTL that have not written business will be honored for up to six months. After this time period the agent may contract with another agency.

Contracted with Business:

If an appointed sub-general agent under an agency or FMO (Field Managing Office) has written new business within the past 6 months and wishes to become contracted with another agency or FMO, GTL will require a letter of release from the current agency or FMO.
If an appointed sub-general agency and its down line have not written business in the past 6 months, they are free to move hierarchies.
LOA (License Only Agent): If an appointed LOA has not written business in the past 12 months, they are free to move hierarchies.

Any transfer will not be honored if the producer has a debit balance with GTL.

If an agent is changing how they are assigning their commissions and they already have a code with GTL, a paper contract is needed to make the change. Complete the PDF below and email to agency@gtlic.com and CC contracting@appliedga.com.

GTL Agent Paper Contract

 (Not Common) GTL LOA Agent Paper Contract