Contracting Information M through Z - Applied General Agency, LLC

Contracting Information M - Z

ManhattanLife Assurance Company & Lumico & Elips

Contracting

Thank you for your interest in contracting with ManhattanLife Assurance Company, Lumico, Elips! New agents with MAC will need to complete an online contract. To be sent the MAC contracting link, please email contracting@appliedga.com include your name, NPN, email address and state you would like to be sent the contracting link for ManhattanLife Assurance Company, Lumico, or Elips. Example: Hello my name is John Smith, NPN 12345, email jsmith123@gmail.com. Please send me the contracting link for Elips and ManhattanLife Assurance Company. Thank you,

Please note this is a carrier that charges for your state appointment fees. Please see Fee Chart

Transfer/Release Policy

To transfer your ManhattanLife Assurance Company appointment to AGA we will need the MAC Paper Contract, a letter of intent to transfer to AGA, and a release if applicable.

 No release is required if the agent has now written in the past 6 months and has been contracted for less than 6 months.

 The letter of intent is a statement in the body of your email. Please state your name, NPN, your request to transfer to AGA, indicate where commissions are to be paid (self or your corporation), indicate if you have a downline, indicate if you would like an advance (6 or 9 months), and list the states you are contracting in. For example, Hello my name is John Smith, NPN 123123. Please process my hierarchy change to Applied General Agency. I would like my commissions to be paid to my corporation JS Insurance. I do not have any agents in my current downline. I would like to advance my commissions to 9 months. Please contact me in the states that I am licensed in, CA OR, WA, and TX. Thank you,

 Please email the intent statement to contracting@appliedga.com and attach the MAC Paper Contract and release if applicable.

Demographic Changes

Email licensing@aimc.net and indicate what the changes are. Include your name, NPN and indicate the change is for MAC

EFT Changes

Add Non Resident State

Email licensing@aimc.net and indicate what states you want to be contracted with. Include your name, NPN and indicate the change is for MAC

Mass Advantage – UMASS

Contracting

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

Transfer/Release Policy

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

Medico

Contracting

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

If you are submitting business in PA submit a 5.6 to contracting@appliedga.com, and AGA Contracting will submit your contracting. It will take 5-10 business days to receive your Medico writing number. When received you are ready to sell.

Business outside of PA, be sure to send your applications to AGA’s Submission Department, so we can send your contracting forms and application to the carrier at the same time.

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.

Molina

Contracting

Thank you for your interest in marketing Molina through Applied General Agency. Molina 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. Click on the link to begin contracting.

Domain molinahealthcareinc

Complete online carrier contracting, see Molina Agent Appointment Guide. 

The Full Contract must be completed within 60 days, otherwise the invite is deleted.

Workflow Case Status:

Retrieve NPN – Case Created, not yet started.

Producer Application – Case has been started, but not yet completed.

Review Application – Case has been submitted to Molina for processing.

Awaiting Training Completion – Case has been approved and waiting for agent to complete certification.  If agent has completed certification, notify Molina of completion date.

Review & Submit – Certification completed, final review by Molina.  Background is ordered.

Appointment Pending – Appointments have been processed.  This usually takes 2 business to proceed to active status.

Onboarded – Case is now active.  Agent will show RTS.  Welcome Letter with Writing Number is sent both to the agent and agency.

 

Ready to Sell (RTS) requirements that must be me in order to SELL and BE COMPENSATED for any Molina Medicare Policy:

Contracting Completed for Current Year

Certification Completed for Current Year

Agent must have a current Errors and Omissions on file with us at the time a policy is written.

Agent must have a current license and applicable Molina appointments in the state(s) they are contracted with us.

Transfer/Release Policy

 

Complete the Molina Release form for an immediate release or a delayed transfer and send to mcrbrokercontracting@MolinaHealthCare.Com and contracting@appliedga.com.

See Molina Transfer Guide

Not available during AEP

Demographic Changes

Email your updated information to MCRBrokerContracting@MolinaHealthcare.com and contracting@appliedga.com, include your name and NPN.

EFT Changes

Email your updated information to MCRBrokerContracting@MolinaHealthcare.com and contracting@appliedga.com, include your name and NPN.

Add Non Resident State

Per CMS Communication and Marketing Guidelines (110.1), compliance with state licensure and/or appointment laws is required. Producers have the responsibility to maintain state licenses, continuing education and all other state requirements. Uplines must be contracted and have the proper licenses and appointments required by applicable law.

To add state(s):
Send an email to: MCRBrokerContracting@MolinaHealthcare.com
Subject Line: Add Additional States
Include copy of licenses for requested states. Broker Support will respond back to you and cc your upline
once you have been appointed and are ready to sell in additional state(s).

Lines of Authority:
• CA – Accident & Health
• FL – Health
• ID – Disability
• MI – Accident & Health
• NM – Accident and Health or Sickness
• OH – Accident & Health
• SC – Accident Health or Sickness
• TX – Life, Accident, Health and HMO
• UT – Accident and Health or Sickness
• WA – Disability
• WI – Accident & Health

Mutual of Omaha MAPD & PDP

Contracting

Thank you for your interest in marketing Mutual of Omaha through Applied General Agency. 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 AGA contracting will send your contract to Mutual of Omaha. 

Mutual of Omaha will then send you a writing number, then you can begin Mutual of Omaha certification by using certification instructions in your AGA back office portal under Sales Tools, My Sales Tools then Certifications.

Transfer/Release Policy

 

A MOO Transfer Form is needed if the agent wrote business within the past 6 months or has contracted with current upline within the past 6 months.

Mutual of Omaha Transfer Guidelines

Demographic Changes

 

Agents can change their information is through the producer website https://www.mutualofomaha.com/sales_professionals/

EFT Changes

 

Agents can change their direct deposit information is through the producer website https://www.mutualofomaha.com/sales_professionals/

Once logged in, the agent needs to click on the person in the upper right-hand corner, select Direct Deposit, then click the Update button.

Add Non Resident State

 

View your current appointments through the producer website https://www.mutualofomaha.com/sales_professionals/

Once logged in, the agent needs to click on the person in the upper right-hand corner, select Appointment Status. JIT stands for Just in Time, and MOO will contract you with a JIT at the same time you write business.

Email add state requests with a copy of your non resident license to contracting@appliedga.com and CONTRACTSANDAPPOINTMENTS@MUTUALOFOMAHA.COM. Include your name, carrier ID and NPN.

Mutual of Omaha Med Supp

Contracting

This is a just in time carrier, meaning we contract you at the same time you write your first piece of business. Be sure to send your applications to AGA’s Submission Department, so we can send your contracting forms and application to the carrier.

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.

Transfer/Release Policy

A MOO Transfer Form is needed if the agent wrote business within the past 6 months or has contracted with current upline within the past 6 months.

Mutual of Omaha Transfer Guidelines

Demographic Changes

Agents can change their information is through the producer website https://www.mutualofomaha.com/sales_professionals/

EFT Changes

Agents can change their direct deposit information is through the producer website https://www.mutualofomaha.com/sales_professionals/

Once logged in, the agent needs to click on the person in the upper right-hand corner, select Direct Deposit, then click the Update button.

Add Non Resident State

View your current appointments through the producer website https://www.mutualofomaha.com/sales_professionals/

Once logged in, the agent needs to click on the person in the upper right-hand corner, select Appointment Status. JIT stands for Just in Time, and MOO will contract you with a JIT at the same time you write business.

Email add state requests with a copy of your non resident license to contracting@appliedga.com and CONTRACTSANDAPPOINTMENTS@MUTUALOFOMAHA.COM. Include your name, carrier ID and NPN.

New Era

Contracting

If you would like to contract with New Era prior to writing the following appointment fees apply. To continue contracting, email contracting@appliedga.com to confirm you are prepared to pay appointment fees.

AGA will then create access to complete the online contracting forms for New Era. Once your access has been added your online contract can be completed by using the New Era contracting guide.

New Era: Appointment

Oscar

Contracting

Follow online instruction for independent agents if your commission is being paid directly to you.

Follow online instruction for Agency and Agency Principal if your commission is being paid to a corporation or LLC you currently own.

For independent agents contracting with AGA, please:

  • Have each Independent Agent visit business.hioscar.com/create-account/broker
  • Enter the Independent Agent’s personal NPN
  • Select, “No, I am not the principal of an agency”
  • Enter the Independent Agent’s Name, Email, and create a Password
  • After logging in, click on “Medicare book” in the top-right corner of the page
  • Complete the 6-step checklist, making sure to:
    • Type in and select “Applied General Agency” as the FMO
  • On the homepage, click on “Payment details” and fill out all forms for commissions payments to the Independent Agent

Create an account for your Agency and Agency Principal:

  • Have your Agency Principal visit business.hioscar.com/create-account/broker
  • Enter the Agency Principal’s personal NPN
  • Select, “Yes, I am the principal of an agency” then enter the Agency Name and the Agency NPN
  • Enter the Agency Principal’s Name, Email, and create a Password
  • After logging in, click on “Medicare book” in the top-right corner of the page
  • Complete the 6-step checklist, making sure to:
    • Type in and select “Applied General Agency ” as the FMO
  • On the homepage, click on “Payment details” and fill out all forms for commissions payments to the Agency

Transfer/Release Policy

Oscar allows agents to make a one-time FMO change once a year. This period is generally in the month or two leading up to AEP.

If you are currently with a different upline, please notify contracting@appliedga.com and brokers@hioscar.com. Please indicate you are currently contracted and would like to transfer to AGA. Example: Hello, This is John Smith, NPN 123456, I am unable to obtain a release from my current upline, but I would like to transfer to AGA. Please assist me with this transfer. Thank you,

Prominence Health Plan

Contracting

Thank you for your interest in marketing Prominence Health Plan through Applied General Agency. Please initiate the following updates for Prominence Health Plan Medicare Advantage:

Agent Login = https://myagentworld.com

Click to Contract Option = The AGA Contract option code for 2023 is “AppliedGeneralPHP”

Prominence User Guide

Transfer/Release Policy

If an agent is transferring to another agency, electronic documentation is required from the agent’s previous agency releasing them from all contractual obligations. Release documentation needs to be sent to PHPMASalesGeneralMailbox@uhsinc.com & contracting@appliedga.com for review & processing of the release request.”

Demographic Changes

Coming soon

EFT Changes

 

Add Non Resident State

 

Prominence User Guide

If adding Non-Resident State post credentialing, please use the “Contact Us” button within the My Agent World application to request the Non-Resident State

Prosperity Life Group

Contracting

Thank you for your interest in contracting with Prosperity Life Group. You can begin your Prosperity contracting today!

Please create an account using either direct or AGA Pay.

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

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

Please review Prosperity’s Onboarding Guide to ensure complete submission.

Transfer/Release Policy

For an immediate transfer with Prosperity, the Change Request Form needs to be signed by yourself and your current upline. If you are unable to obtain a signature from your current upline, you may begin a delayed six-month release. Complete the Change Request Form, check off the box at the bottom section of the Releasing Hierarchy section, and sign in the agent section.

If you are beginning a delayed-release or requesting an immediate transfer send the completed Change Request Form to contracting@appliedga.com.

Demographic Changes

Log into https://insuranceadmin.com/agent/login.php

Click Support then click Submit a Ticket. Create a Personal Information Change ticket

EFT Changes

 

Log into https://insuranceadmin.com/agent/login.php

Click Support then click Submit a Ticket. Create a Personal Information Change ticket

Add Non Resident State

 

To review your state appointments log into https://insuranceadmin.com/agent/login.php. Select Contracting then State Appointments.

To add a state appointment log into https://insuranceadmin.com/agent/login.php. Click Support then click Submit a Ticket. Create a New State Appointment ticket

If you requested an appointment in any state that we treat as pre-appointment, we have completed your contracting and appointment for that state. For all other states we use a Just-in-Time (JIT) process. Your request for contracting and appointment in that state is considered pending and will be processed only once you submit your first piece of business in that state.

Pre-Appt States:  AL, FL, GA, PA

Providence Health Plan

Contracting

Thank you for your interest in marketing Providence Health Plan through Applied General Agency. Providence Health Plan 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 with your current year’s AHIP 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, AGA contracting will send your information to Providence, they will review and send you a workflow contracting link. You will need to complete the contract and certification, then submit it for processing. After completion Providence will send you a ready-to-sell letter.

Transfer/Release Policy

Transfers are allowed once per year.

For an immediate transfer provide a letter of release from your current FMO. If you are unable to obtain a letter of release, please forward the emails you sent to your previous FMO requesting a release to contracting@appliedga.com, and indicate you want to move your Providence contract to AGA. Will will then reach out to Providence for further instruction.

Add Non Resident State

 

Renaissance Dental & Vision Info

Contracting

Complete contracting by completing a 10 minute online contract.

Renaissance AGA Contracting Link:
https://contracting.mwadmin.com/Portal/AGA-Agent/?u=6187022&mgmtrep=1a4c388b-b7a0-4207-b608-70f816848c04&

SCAN

Contracting

Thank you for your interest in marketing SCAN through Applied General Agency. SCAN 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. Electronically complete SCAN’s DocuSign contracting paperwork which includes these items:

  • Hierarchy Form
  • Agent Contact Form
  • Agent Agreement
  • State Insurance license
  • Errors & Omissions policy attestation
  • Signed W-9 (current year)
  • Assignment of Commissions (If applicable)

The contracting email will be from the DocuSign System like in the below example. Once contracting is completed you will need to complete your SCAN certifications within 90 days or your contracting will expire. Please see SCAN certification instructions.

SCAN: DocuSign

Transfer/Release Policy

If you are currently contracted with SCAN with another upline, please email contracting@appliedga.com, to notify of this. Or submit a 5.6 request form.

AGA will then request SCAN to send you a Hierarchy Transfer From. SCAN will then email you the Hierarchy Transfer form, complete the form electronically, and this will be sent directly to SCAN. SCAN will confirm completion via email.

Transfers must be submitted by the 15th of the month for the transfer to be effective on the first of the following month. (Example: Form is received by Jan 14th, agent is effective with new agency Feb 1st).

Transfers are accepted once a year.

Not available for 10/1 to 12/1 effective dates.  To transfer to AGA for the current year’s AEP transfers must be submitted by 9/15

Demographic Changes

EFT Changes

Email salescompensation@scanhealthplan.com or call 562-637-1220.

Add Non-Resident State

If you are already contracted with SCAN and want to add a non-resident state, email scanbrokercontracting@scanhealthplan.com and contracting@appliedga.com. State your full name, NPN, state and license number. Example, SCAN, my name is Tony Stark, NPN 45644, please add AZ to my existing SCAN appointment. AZ Lic. Number 45644. Thank you, 

SCAN will then send you the Multi State contract to complete. Once completed you can then sell in the states requested.

Successor Agent Program

Complete SCAN Successor Form and send to scanbrokercontracting@scanhealthplan.com and contracting@appliedga.com.

SCAN has a Successor Agent program that provides you with the ability to transfer your book of business to another SCAN contracted agent. If your successor is not currently ready to sell at the time of death, they will then have 90 days in which to do so.

What is a successor agent? A qualified agent who will service the members in the book of business you transfer to them in exchange for renewal commissions.

When does a successor agent agreement make sense? Exiting the business or death of an agent.

Exiting the business (i.e., retirement or illness)

    • Agents transferring and receiving book of business must be in good standing according to SCAN’s contracting requirements and certified to receive renewal commissions with SCAN
    • Original agent transferring book of business must be paid directly by SCAN
    • Agents must complete Successor Agent Transfer Form
    • Annual renewal payments must exceed $5,000

 

Death of an agent

    • Agents transferring and receiving book of business must be in good standing according to SCAN’s contracting requirements and certified to receive renewal commissions with SCAN
    • Original agent transferring book of business must be paid directly by SCAN
    • Agents must complete Successor Agent Transfer Form prior to death
    • Annual renewal payments must exceed $5,000

Scott & White

Contracting

Thank you for your interest in marketing Scott and White through Applied General Agency. Scott and White uses an online contracting system.

Contracting link https://social.webcomserver.com/wpm/caseEditPrepare.do?&token=ho38c7t%2F5dSaLKh8cZ5hYHwlNWnyeVRfEDcvdG9qNAc%3D&tenantName=scott_white

FMO affiliation: Applied General Agency, Inc.

Complete contracting link and current year’s certifications, then S&W will send you a ready to sell letter.

Transfer/Release Policy

Demographic Changes

 

Email changes to SWHPLicensing@BSWHealth.org

EFT Changes

 

SelectHealth

Contracting

Thank you for your interest in marketing SelectHeatlh through Applied General Agency. SelectHeatlh 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 Docusign contracting packet from the carrier.

After you have completed the Docusign contracting packet, you will then need to RSVP for a virtual training. Once the virtual training has been completed, you will receive a ready to sell email from the carrier.

The virtual training is only required for your initial training. Subsequent years only require an online training.

Transfer/Release Policy

If you are already contracted with SelectHealth through another agency, secure a release letter from your current upline. The release letter should be on the agency’s letterhead, state the date of the release and be signed by the principle. Email your release to contracting@appliedga.com, and let us know you are transferring your SelectHealth contract to AGA.

If you are unable to obtain a release, you can begin a delayed 3-month release. Email a request to be released to your current upline, Stephanie.Crandall@selecthealth.org, and contracting@appliedga.com. This starts the 3 month clock to transfer without a release. If your upline ignores your email request for a release, it still counts (this is not the same with other carriers that require that your FMO actually deny your request).

After your release or delayed release is submitted, SelectHealth will send you a Docusign contract to finalize your transfer to AGA.

Demographic Changes

 

Send an email to contracting@appliedga.com and Stephanie.Crandall@selecthealth.org. Include your name, carrier ID, NPN, and state the changes in your information.

EFT Changes

 

Send an email to contracting@appliedga.com and Stephanie.Crandall@selecthealth.org. Include your name, carrier ID, NPN, and state the changes in your information.

Simply Healthcare Plans – Anthem

Contracting

Simply has the same policy as Anthem Blue Cross. Please review the updated Anthem policy https://appliedga.com/medicare-insurance-agents-resources/workflows-a-l/

 

Transfer/Release Policy

 

Simply has the same policy as Anthem Blue Cross. Please review the updated Anthem policy https://appliedga.com/medicare-insurance-agents-resources/workflows-a-l/

 

Demographic Changes

 

Simply has the same policy as Anthem Blue Cross. Please review the updated Anthem policy https://appliedga.com/medicare-insurance-agents-resources/workflows-a-l/

 

EFT Changes

 

Simply has the same policy as Anthem Blue Cross. Please review the updated Anthem policy https://appliedga.com/medicare-insurance-agents-resources/workflows-a-l/

 

Sentinel

Contracting

This is a just in time carrier, meaning we contract you at the same time you write your first piece of business. Be sure to send your applications to AGA’s Submission Department, so we can send your contracting forms and application to the carrier.

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.

Sonder Health Plans

Contracting

Thank you for your interest in marketing Sonder Health with Applied General Agency. Your first step is to complete the Training at https://www.sonderhealthplans.com/agents. Review the training presentation then take the agent exam. Agent ID will be your NPN.

IMPORTANT: Once you have completed the exam, you must send your exam certificate, AHIP, E&O, GA license, copy of Driver’s license, NPN and W-9 to contracting@appliedga.com. You must send all forms in one email to avoid processing delays.

Our team will then send your forms to Sonder, and withing 48 hours of Sonder receiving your forms you will receive a ready to sell email.

Transfer/Release Policy

 

When an agent wants to make a change in their FMO Sonder Health Plans will honor a signed release from the highest level in hierarchy. This is also called a “Signed Release.” It happens immediately upon the two parties signing the release and submitting it to Sonder Health Plans. The other option is referred to as a “Self Release” which takes a little longer to honor.  Sonder Health Plans policy is a 3 month Self-Release period. During this time the agent can continue to write business. However, Sonder Health Plans does have a Lockout period when there will be no releases honored during Oct 1st – December 31st of every year.

Demographic Changes

 

Email changes to JaCarla Walker <jwalker@sonderhealthplans.com>

EFT Changes

 

At this time Sonder only offers paper checks.

Standard Life and Accident

Contracting

This is a just in time carrier, meaning we contract you at the same time you write your first piece of business. Be sure to send your applications to AGA’s Submission Department, so we can send your contracting forms and application to the carrier.

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.

Tufts Health

Contracting

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

Transfer/Release Policy

 

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

UCT

Contracting

This is a Med Supp carrier that requires agents to pay for their state appointment fee to be contracted. You must be contracted prior to marketing this carrier.

To contract with UCT please note the yearly $30 membership fee plus state fees.

To continue contracting, complete the UCT contract and send the completed contract to contracting@appliedga.com

Transfer/Release Policy

 

Email contracting@appliedga.com and agentservices@uct.org, indicate you are currently contracted with UCT, and would like to transfer your appointment to AGA.

Add Non Resident State

 

Email UTC Agent Services, agentservices@uct.org, to add a state.

United American

Contracting

This is a Med Supp carrier that requires agents to pay for their state appointment fee to be contracted. You must be contracted prior to marketing this carrier.

If you would like to contract with United American prior to writing the following appointment fees apply.

Appointment Fee

To continue contracting, email contracting@appliedga.com to confirm you are prepared to pay appointment fees for United American.

AGA will then send you electronic contracting where you can contract and pay your state appointment fee at the same time. See invitation sample: UA Invite

Transfer/Release Policy

 

Email contracting@appliedga.com, indicate you are currently contracted with Untied American, and AGA will send you e-contracting forms to complete.

In addition, you will need to email contracting@appliedga.com and uainfo@amlifegroup.com with “please cancel my current writing number with (Insert Upline), but not with the state of (Insert State) as I am just transferring my appointment to AGA/Natalie Birchard.

Demographic Changes

 

Agency Services at 1-800-925-7355 or Agencyservice@globe.life

EFT Changes

 

Agency Services at 1-800-925-7355 or Agencyservice@globe.life

United Healthcare

Contracting

Thank you for your interest in marketing United Heathcare through Applied General Agency. United Heathcare 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. Click on the link to begin contracting.

You will receive an email from “UHC_MedicareSolutionsContracting@sircon.com”. Click on the “Get Started” button to request your password for the online contracting system.

United Health Care: Invitation

You will receive a second email from “United Healthcare Medicare Solutions Agent On-Boarding” containing a temporary password. Copy this temporary password into Producer Express. You will be prompted to change your password.

You will then begin completing the contract application. Complete all the information requested accurately and use the “continue” button to move to the next section of the contract.

IMPORTANT UHC FEE INFORMATION:
Non Resident Fee – Agents are expected to pay non resident appointment fees. Please see fee amounts and schedules for non resident appointment fees. You will not be charged for your resident state license. Fee schedule
Admin Fees – Once contracted agents are expected to write at least one piece of business. Failure to produce one piece of business when contracted from 11/31 to 4/1 will result in a $200 to $250 fee and will result in a termination

When all information has been entered, you will be asked to review the Agreement and “click to sign”. Select the “Send Now” button to send your contract for processing.

Contracting will typically take 3-5 business days to process. You will receive an email directly from United Healthcare when your contracting is complete with your Party ID and instructions on how to begin the certification process. You can find your Party ID by logging into your AGA Portal, navigate to My Account > Contracts and Certs > open the United Healthcare record and your Party ID will be listed. Or reach out to UHC directly at 888-381-8581.

Once certified UHC will issue you a welcome email with a writing number. Please do NOT market any products until your writing number has been issued.

Transfer/Release Policy

When an agent/agency contracted with UnitedHealthcare wants to align under a new hierarchy or change channels, a Letter of Release or Notice of Intent is required unless the change results in an employment relationship with UnitedHealth Group or its affiliate or a telesales vendor contracted with UnitedHealthcare. You may only move to a contracting level equal to or lower than their current contract level and must stay at that level for a minimum of one year. Agents can only change uplines once a year and transfers will not be processed during United Healthcare’s blackout period, September 1 to December 31.

Do you have a release from your current FMO?
If you have a release, send a copy to contracting@appliedga.com and AGA will send you electronic contracting paperwork. Complete the online contracting forms and AGA will attach your release to your contracting forms. The release letter needs to be on the letterhead of your top of hierarchy, signed by their principal, specifies the producer name, and is dated within 90 days. Please reach out to United Healthcare directly if you do not know your top of hierarchy, 888-381-8581.

Unable obtain a release?
You can submit an intent to transfer request via email, and instructions are below. Once the intent to transfer request is submitted, you will be sent a letter notifying you of the date your 6 month waiting period will end before paperwork can be submitted to transfer to AGA. During that 6 month waiting period, you are able to write business with your existing hierarchy.

Applying for Intent to Transfer:
1.Submit a notice of intent to shcerts@uhc.com & contracting@appliedga.com. You must include your full name, carrier ID, and identify your new up-line in the email, Applied General Agency, 260026.
Ex: Hello, My name is John S. Doe, ID 12312. This is my notice of intent to transfer to Applied General Agency, 260026. Thank you
2. UHC Agent Onboarding will confirm receipt of the notice of intent and give you a date when your new up-line can submit a new contract for the transfer. This is also copied to your original up-line.
3. There is a six-month waiting period for a transfer from the date of your notice of intent to when a new contracting packet can be submitted. During that time, you will remain under your original hierarchy and can still sell United Healthcare plans.
– Please note, there is a blackout period September 1 through December 31 to reduce disruption during the Annual Enrollment Period.
-If you submit a notice of intent dated between March 1 and July 1 will be able to submit a new contract January 1 of the following year.
4. After the six months is up, you have 30 days to submit a new contracting packet. If it isn’t submitted in that time frame, you will remain in your current hierarchy. At that point, a new notice of intent would be required and the six-month waiting period would start over.

 

United Healthcare Agent Release Timeline
Received by UHC Notice of Intent Letter of Release
Submitted 1/1 through 2/28 New contract can be completed by agent after 6 months Immediate transfer
Submitted 3/1 through 6/30 New contract can be completed by agent after 1/1 Immediate transfer
Submitted 7/1 through 8/31 New contract can be completed by agent after 6 months Immediate transfer
Submitted 9/1 through 12/31 New contract can be completed by agent after 6 months Release can be sent after 1/1

Demographic Changes

Log into www.jarvis.com. At the top right click your name/corporation name to open profile. Edit necessary information.

EFT Changes

Log into www.jarvis.com. At the top right click your name/corporation name to open profile. Click Edit Direct Deposit information.

Add Non-Resident State

 

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, AGA will submit your add state request.

View your current non resident appointments in www.jarvis.com. At the top right click your name/corporation name to open profile. Click Licensure & Appointments. To be ready to sell you need to see a Yes next in the licensed and appointed column.

IMPORTANT UHC FEE INFORMATION:
Non Resident Fee – Agents are expected to pay non resident appointment fees. Please see fee amounts and schedules for non resident appointment fees. You will not be charged for your resident state license. Fee schedule
Admin Fees – Once contracted agents are expected to write at least one piece of business. Failure to produce one piece of business when contracted from 11/31 to 4/1 will result in a $200 to $250 fee and will result in a termination.

To remove a state appointment email uhpcred@uhc.com. Include your name, United Healthcare ID and list the states you would like to remove.

Assignment of Commissions

 

This is a direct pay carrier meaning agent commission will be paid directly to you. Your commission will be paid to you, unless you decide you would like to assign it somewhere else like your own corporation or employer. Commissions can only be assigned to another person or entity represented by a principal, who is currently contracted, licensed, certified, appointed (if applicable) in the state with this carrier. Assignor and assignee must both remain contracted, licensed, certified, appointed (if applicable) in the state for any commission to be issued. Assignment to AGA is not required.

Completed UHC AOC form need to be sent to sh_commissions_administration@uhc.com or fax to 866-761-9162

Assignor = the party (individual/entity) that is assigning its commission
Assignee = the party (individual/entity) that is receiving the commission

 UHC Assignment of Commission (AOC) Fact Sheet

      • All fields on the AOC form above the Company acknowledgment must be populated; any forms submitted with an empty field will be returned.
      • The AOC form must be faxed to 866-761-9162 or emailed to sh_commissions_administration@uhc.com. The AOC form is no longer part of the agent on-boarding materials/packet.
      • The assignee, an individual or entity represented by a principal, must be contracted, licensed, certified, and appointed (if applicable) in the state in which the consumer resides and the principal must have a writing number.
      • Commissions can only be allocated in full or at 100%; no partial assignments are allowed.
      • The AOC will be effective within 10 business days of receipt of AOC form, for future commissions. AOCs cannot be applied retroactively.
      • The Assignee will receive the 1099 for payments that are assigned to them.
      • If a new Assignor writing id is issued,
        ○ A new AOC form must be submitted for that writing id.
        ○ Any AOC under previous writing id(s) will not change unless Termination of AOC and/or new AOC forms are submitted.
      • For further detail, refer to the Agent Guide on www.uhcjarvis.com.

United National Life

Contracting

*Please click on the link below to complete our agent contract to be set up to sell our products under Applied General Agency with 6 month advancing:

https://agentonboarding.unlinsurance.com/Agent/OnBoardingConsent?RecruitingAgent=52Wfuo0eGEAmEMhHAx8H6g==&ContractCode=General%20Agent%20Contract%20with%20Advances

Once you begin filling out the contract, it will time out if left idle for more than 20 minutes and you will have to start over.

Please have ready to upload during the e-contract completion:

      • A copy of your personal voided check to pay your commissions into (or a statement/email from your bank showing your name, account and routing number)
      • A copy of your personal insurance license(s) for the state(s) you will be selling our products in
      • (Note: IF you have your own agency that you are wanting to have your UNL commissions paid to instead, we require a copy of your agency voided check (and your agency insurance license)
      • Then be sure to also complete the Corporation Information (regarding your own agency and it’s FEIN) on the e-contract).
      • If you intend to sell our Life product as well, we require a copy of your AML certification*
      • The explanation(s) to the Financial/Background questions that are only answered “YES” to that can’t fit in the provided “details” box in the e-App

*Need to get AML certified? Please contact us at: agentcontracting@unlinsurance.com

Should you have questions or any issues uploading these items requested above, please email them directly to us at: agentcontracting@unlinsurance.com

 

Vitality

Contracting

 

See Commonwealth Care Alliance

Transfer/Release Policy

 

See Commonwealth Care Alliance

Welbe Health – Medi-Cal PACE

Contracting

 

Thank you for your interest in certifying with Welbe. To obtain online certification email contracting@appliedga.com and Sergio.Viana@welbehealth.com, and angie.karr-nystrom@welbehealth.com. Include your Name, NPN, DOB, email, phone, and upline as AGA.

Example: Hi Sergio and AGA, Please contract me with Welbe AGA. My name is Gerald Joe, NPN 123554, GIjoe@gmail.com, DOB 06/30/1942, 888-495-1945. Thank you.

Sergio will then send you an agent online contracting and certification link.

Transfer/Release Policy

 

To start the release process, email contracting@appliedga.com and Sergio.Viana@welbehealth.com. Include your Name, NPN, DOB, email, phone, and upline as AGA.

Example: Hi Sergio and AGA, Please contract me with Welbe AGA. My name is Gerald Joe, NPN 123554, GIjoe@gmail.com, DOB 06/30/1942, 888-495-1945. Thank you.

You will then be sent a contracting link to complete your transfer.

Demographic Changes

 

Email contracting@appliedga.com and Sergio.Viana@welbehealth.com. Include your Name and NPN, and indicate what information needs to be updated.

EFT Changes

 

Once you are paid your first commission check from Welbe, you are able to update your EFT via www.bill.com.

WPS Health Insurance – EPIC Life Insurance Company

Contracting

 

Thank you for your interest in contracting with WPS – Epic. Get contracted today by sending the following documents to AgentLicense@wpsic.com and contracting@appliedga.com:

  • WPS Agent Contract
  • Include a copy of your agent’s license(s) for every state in which you will conduct business on behalf of WPS
  • Detailed explanations for any questions answered “Yes” in Section 2, if applicable

PDP plans are only available in WI. If you intend on selling PDP, the PDP certification must be completed. Either email MedicareAgent@wpsic.com for access to the PDP certification or complete the certification at http://www.wpspartdtraining.com/.

Transfer/Release Policy

 

Transfers for WPS are done on a case by case basis. To begin the transfer send the WPS Agent Contract to AgentLicense@wpsic.com and contracting@appliedga.com. If additional information is needed WPS will advise after your contract has been received.

Demographic Changes

 

Email changes to AgentLicense@wpsic.com

EFT Changes

 

Agent commission is paid by AGA

Assignment of Commissions

 

Agent commission is paid by AGA

Zing & Lasso Healthcare

Contracting

 

Thank you for your interest in marketing Zing through Applied General Agency. 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”.

Please begin certifications for Zing.

Direct Pay Registration PIN Code is: 2023ZingLasso1778

(Not Common AGA pays you for your enrollments) Registration PIN Code is: 2023ZingLasso2414

Miramar website: (https://miramar-agent.com) to the portal and access the program from your dashboard to start certification.

If an agent is logging in for the first time logging into Miramar then click “register as an agent”. Once you register as an agent, you will have to verify your SSN. Agent will then enter “Registration Code” on the main dashboard. If you have an account in Miramar already, please login as you normally would.

TIPS & Tricks: If you are using an ios (Apple/Mac) platform, please make sure that you are using Chrome and not Safari. When using Safari we have experienced instances of pages not completely loading and pages that don’t allow agents to see all of the content or to proceed through the certification. Make sure your pop-up blockers are disabled. While uploading your license, please make sure that your name on your licenses matches EXACTLY how it does in Miramar. This is important because this stage matches to NIPR.

Miramar User Guide: https://miramar-agent.com/KnowledgeBase/Article?kb=5

Miramar Knowledge Base: https://miramar-agent.com/KnowledgeBase

If you have any questions regarding the onboarding and certification process, please contact one of our Broker Support Units:

contracting@myzinghealth.com

contracting@lassohealthcare.com

Transfer/Release Policy

 

To start the release process agent will need to email current FMO, Zing brokers@myzinghealth.com, and contracting@appliedga.com. In the email include name, NPN and statement agent intends to transfer appointment to AGA.  There will be a two-week cooling off period, at which time the release will be granted if the two parties cannot rectify the issue. If the FMO grants the release prior to the end of the two-week period then the release will be granted immediately.

There is a six-month cooling down period.

AGA | Blog

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