Contracting Information M - Z

ManhattanLife

Mass Advantage – UMASS

Medica

Medica ACA

Medico

Memorial Hermann

Molina

Molina ACA

Mutual of Omaha MAPD & PDP

NCD – Dental/Vision

    Oscar ACA

    PacificSource

    Physicians Mutual

    Premera

    Prominence Health Plan

      Providence Health Plan

      Quartz Benefits

      Regence BlueCross BlueShield & Asuris Northwest

      Regence ACA

      Renaissance Dental & Vision Info

      SCAN

      Scott & White

      Scott & White ACA

      SelectHealth

      SelectHealth ACA

      Simply Healthcare Plans – Anthem

      Sonder Health Plans

      True Freedom

      Tufts Health

      UCT

      Ultimate Health Plans

      United American

      United Healthcare

      United Healthcare ACA

      UnitedHealthcare The Chesapeake Life Insurance Co.

      United National Life

      University of Utah ACA

      Verda Healthcare

      Vitality

      VNS Health

      Welbe Health – Medi-Cal PACE

      WellSense

      WPS Health Insurance – EPIC Life Insurance Company

      Zing & Lasso Healthcare

      ManhattanLife

      Contracting

      Thank you for your interest in marketing Manhattan Life through Applied General Agency. Manhattan Lifeuses an online contracting system, and you will be contracting and certifying in one sitting.

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

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

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

      Transfer/Release Policy

      To begin your Manhattan Life transfer email contracting@appliedga.com, and notify us you are transferring your Manhattan Life. AGA will generate a contracting link for you to complete. A release is needed if you have written business in the past 6 months.

      Demographic Changes

      Email MarketingMail@ManhattanLife.com and indicate what the changes are. Include your name, NPN and indicate the carrier(s) you are making the change for.

      EFT Changes

      Email MarketingMail@ManhattanLife.com and indicate what the changes are. Include your name, NPN and indicate the carrier(s) you are making the change for.

      Add Non Resident State

      Email requestes to MarketingMail@ManhattanLife.com. Most states are “Just in Time” and will be added as agents submit business. 

      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.

      Medica

      Contracting

      Thank you for your interest in contracting with Medica . 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. 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 from ContractNow to complete your contracting.

      Transfer/Release Policy

      A letter of release is required to transfer your appointment. Please send a copy of your release to contracting@appliedga.com and info@myplanadvisors.com. Releases are needed in the broker has a book of business and they intend to keep that book. Transferring agents cannot use ContractNow, so manual contracting through.pdf packets are required.

      Demographic Changes

      Updates can be made by contacting brokeroperations@medica.com

      EFT Changes

      Updates can be made by emailing a voided check or bank letter to brokeroperations@medica.com

      Add Non Resident State

      Updates can be made by emailing a license copy to brokeroperations@medica.com

      Medica ACA

      Contracting

      Thank you for your interest in contracting with Medica . 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. 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 from ContractNow to complete your contracting.

      Transfer/Release Policy

      A letter of release is required to transfer your appointment. Please send a copy of your release to contracting@appliedga.com and info@myplanadvisors.com. Releases are needed in the broker has a book of business and they intend to keep that book. Transferring agents cannot use ContractNow, so manual contracting through.pdf packets are required.

      Demographic Changes

      Updates can be made by contacting brokeroperations@medica.com

      EFT Changes

      Updates can be made by emailing a voided check or bank letter to brokeroperations@medica.com

      Add Non Resident State

      Updates can be made by emailing a license copy to brokeroperations@medica.com

      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 would like to get contracted prior please complete the Medico Contract via DocuSign. This contract will place you directly under AGA and pay your commissions directly to you or a corporation you own. Please have your void check ready to upload. If you would like your commissions to be paid to a corporation you do not own, please contact contracting@appliedga.com.

      Medico Contract

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

       

      Transfer/Release Policy

      To begin a transfer complete a Medico Contract via DocuSign. This contract will place you directly under AGA and pay your commissions directly to you or a corporation you own.

      A letter of release is needed if you have written business in the last 6 months under your current hierarchy.

      Memorial Hermann

      Contracting

      Thank you for your interest in contracting with Memorial Hermann. AGA is partnered with our Integrity Partner, Trusted Senior Specialists, for us to offer this carrier to our agents. To get started, please complete the Memorial Hermann Contract via DocuSign. Have your TX license, E&O and AHIP ready for upload. Your contract will be sent to AGA and TSS immediately after submission for processing. Once processed Memorial Hermann will send a contracting invite to you via email.

      Memorial Hermann Contract

      Transfer/Release Policy

      Thank you for your interest in contracting with Memorial Hermann. AGA is partnered with our Integrity Partner, Trusted Senior Specialists, for us to offer this carrier to our agents. To get started, please complete the Memorial Hermann Contract via DocuSign and upload your release on the DocuSign. Have your TX license, E&O and AHIP ready for upload. Your contract will be sent to AGA and TSS immediately after submission for processing. Once processed Memorial Hermann will send a contracting invite to you via email.

      Memorial Hermann Contract

      Demographic Changes

      Changes can be made by phone or email at (713) 338-6556 or broker-appointments@memorialhermann.org.

      EFT Changes

      Changes can be made by emailing MH EFT Form to broker-appointments@memorialhermann.org.

      AOC Changes

      Agent commission is paid directly by the carrier to either yourself or a corporation you own. If you would like your commission to be paid to a corporation you do not own or to another individual please complete the Memorial Herman AOC form. You will need to assign your commissions to Trusted Senior Specialists, and TSS will pay AGA and AGA will distribute your commissions.

      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

       

       To transfer your Molina appointment to AGA there are 2 options for this transfer. For an immediate transfer complete the Molina immediate release form. It will need to be signed by the agent and their current upline.

      If you are unable to get the immediate release you can begin a delayed release. For a delayed release complete the Molina constructive release via DocuSign. The delayed release only needs to be signed by the agent. This release will go in effect the 1st of the month, 90 days from when it was received.

      Example – Release is received 02/10/2024, 90 days out will fall on 05/10/2024 and transfer will be effective 06/01/2024.

      Please see release letters attached and use accordantly. Once release is completed, please email it to MCRBrokercontracting@molinahealthcare.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.

      Complete Molina Supplier Form to have your commissions paid to a corporation, send the completed form to mcrbrokercontracting@molinahealthcare.com 

      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

      Molina ACA

      Contracting

      Thank you for your interest in contracting with Molina ACA . AGA is partnered with our Integrity Partner, Plan Adviors, 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.

      Molina ACA Contracting

      Transfer/Release Policy

       

      Agents can complete transfers using one of the following options:

      Send corresponding paperwork to mpbrokercontracting@molinahealthcare.com. Please Cc info@myplanadvisors.com and contracting@appliedga.com on the email

      Demographic Changes

      Email changes to contracting@appliedga.com and info@myplanadvisors.com and inform us which ACA carriers need to be updated with the new information.

      EFT Changes

      Complete the ACA EFT form via DocuSign and your information will be sent to Plan Advisors

      Add Non Resident State

      Molina ACA does Just in Time appointments

      Mutual of Omaha MAPD & PDP

      Contracting

      Thank you for your interest in contracting with Mutual of Omaha. To get started please complete the MOO AGA DocuSign Contract via DocuSign. Your contract will be sent to AGA and Mutual of Omaha immediately after submission for processing.

      MOO AGA DocuSign Contract

      Transfer/Release Policy

       

      If an agent wrote business within the past 6 months or has contracted with current upline within the past 6 months please complete a MOO Transfer Form and complete a MOO AGA DocuSign Contract.

      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/

      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.

      Appointment Requirements
      Pre-appointment States (Pennsylvania, Montana): A party must have an effective appointment prior to solicitation. If applications are dated prior to the appointment effective date with Mutual of Omaha these applications will be rejected, and a letter will be mailed to the client. A party must have an effective appointment prior to solicitation. If applications are dated prior to the appointment effective date with OHIC, the application will be processed, and the producer will not be paid commission.
      Non-Pre-appointment States: A party may solicit prior to having an effective appointment (applications may be submitted with contracting paperwork). However, the policy cannot be issued until the appointment is effective with Mutual of Omaha, or OHIC. Insurance department regulations DO require us to have producers appointed within a certain period of time after receiving applications (typically 10-15 days).

      NCD – Dental/Vision

      Contracting

      Thank you for your interest in contracting with NCD – Dental/Vision. 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.

      NCD – Dental/Vision Direct Pay Contracting Link: Agents are paid directly by NCD.

      (Not Common) NCD – Dental/Vision Indirect Pay Contracting Link: AGA pays you for your enrollments

      You will complete the submission online including your W-9, ACH information, and state resident license. NCD will pull other state licenses via NIPR system. The contract is processed by NCD within 24 hours, and you will receive a welcome email from Agent Support Team and a welcome phone call from a dedicated account manager.

      Transfer/Release Policy

       

      External Agents must follow the National Care Dental (NCD) Release Policy when ending or changing an affiliation with an upline agency. This policy applies to agents and agencies, hereafter referred to as “agents”, contracted to sell NCD products.

      Immediate Release Policy – To receive an immediate release, external agents must secure a release letter from their current direct upline. It is at their discretion whether to release an agent prior to 90 days (see Delayed Release Policy below). The current upline is required to formally communicate the release of the agent in writing using company letterhead, signed by the principal, with a current or future effective date of the release. Release letters must be sent to NCD’s Agent Support at AgentSupport@NCD.com. If the immediate release is accepted, it will be processed within 5 business days. NCD will notify the agent via email when the release has been processed. LOA agents who were employed by their upline are immediately eligible for a release should their employment end, but LOA agent business remains the property of the original upline and is governed by any contracts in place between the LOA agent and their upline. Agents with no business written in the past 6 months, qualify for an immediate release.

      Delayed Release Policy – In instances where an immediate release is not granted, the agent may request a delayed release.* The delayed release will be effective 90 days after the agent’s request is received. Such requests must be requested of NCD with proof of notification of intended release to the current direct upline 3-6 months before the delayed release request. Note: Agents above an SGA/SGA2 commission level are not eligible for a Delayed Release

      Impact on Agent’s Book of Business
      New: Any business submitted to NCD while the agent was aligned with the previous upline will result in the appropriate overrides and commission being paid as indicated by the contracts and schedules in place at the time of the sale.
      Renewal: Any renewals earned while the agent was aligned with the previous upline will result in the appropriate overrides and renewals being paid as indicated by the contracts and schedules in place at the time of the sale.

      The release ONLY affects business that occurs after the date of the release.

      NCD reserves the right to grant releases and/or adjust hierarchies without the approval of the agent hierarchy. Hierarchy changes will affect the requesting agent and their downline agents.

      Thank you for your continued support and participation of NCD. If you have questions, contact our Agent Support Team at 844-284-4944 or AgentSupport@NCD.com.

      Demographic Changes

       

      Changes can be made with NCD Agent Support Team at 844-284-4944 or AgentSupport@NCD.com

      EFT Changes

       

      Changes can be made with NCD Agent Support Team at 844-284-4944 or AgentSupport@NCD.com

      Add Non Resident State

       

      States can be added just in time. When NCD sees applications come in for an agent without the appropriate state license, NCD runs an NIPR report and updates the agent’s licenses accordingly.  Agents can also proactively let AgentSupport@NCD.com know via email that they have a new state license if they prefer (and we will run an NIPR report).  There is no additional information required on behalf of the agent.

      Oscar ACA

      Contracting

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

      To get started follow the Oscar ACA Contracting Instructions via DocuSign.

      Transfer/Release Policy

       

      Releasing agency must complete Oscar ACA GA Release Letter Template

      Agent must complete Oscar ACA Direct Transfer Release Form

      Agent sends both forms to Brokers@hioscar.com, CC: contracting@appliedga.com and Kiara@hisagents.com

      No Delayed Release Process

      Downline does not need to recontract, but each agent will need to complete the above process

      Transfer Blackout Period October 17 – July 31

      Last Day to Submit Intent to Transfer for Upcoming OEP: Can only be submitted August 1 – October 16

      Transfer w/Release During Blackout Period? No

      Demographic Changes

      Add Non Resident State

      PacificSource

      Contracting

      Thank you for your interest in marketing PacificSource through Applied General Agency. AGA is partnered with our Integrity Partner, Plan Advisors and Guided Medicare Solutions, for us to offer PacificSource to our agents. PacificSource 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”.

      In a few days you will receive contracting forms to begin your contracting via DocuSign.

      Transfer/Release Policy

       

      Agents must present a release and they will be able to re-contract. Exception to this is an agent can contract immediately if no business written in the past 12 months.

      If you are moving a direct contract to an FMO, a business case must be put together and will require prior approval.

      Demographic Changes

      Send an email to medicarebrokerserivces@pacificsource.com to update your EFT and demographics

      EFT Changes

      Send an email to medicarebrokerserivces@pacificsource.com to update your EFT and demographics

      Add Non Resident State

      Email a copy of your license and send your add state requests to contracting@guidedmedicaresolutions.com with a copy to eric.clarkson@guidedmedicare.com

      Physicians Mutual

      Contracting

      Thank you for your interest in contracting with Physicians Mutual. Begin your contracting today by completing the Physicians Mutual contracting link.

       Physicians Mutual Direct Pay Contracting Link: Agents are paid directly by Physicians Mutual

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

      Transfer/Release Policy

       

      Begin your transfer today by completing the Physicians Mutual contracting link.

       Physicians Mutual Direct Pay Contracting Link: Agents are paid directly by Physicians Mutual

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

      Demographic Changes

      Agents can change demographics by emailing our sales office coordinator their change in information – Vickie Minor – at Vickie.Minor@PhysiciansMutual.com

      EFT Changes

      Agents can change EFT for either themselves or for their clients by emailing our sales office coordinator their change in information – Vickie Minor – at Vickie.Minor@PhysiciansMutual.com

      Add Non Resident State

      Agents can add states by submitting business in the associated state, and then email our sales office coordinator their license information – Vickie Minor – at Vickie.Minor@PhysiciansMutual.com 

      Premera

      Contracting

      Thank you for your interest in marketing Premera through Applied General Agency. AGA is partnered with our Integrity Partner, Plan Advisors and Guided Medicare Solutions, for us to offer Premera to our agents. Premera 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”. 

      • You will receive a Docusign email with the subject “Guided Medicare Solutions – Initial Agent Setup Files [Your Name]”
        • Please fill that out so we can get you into our system
        • Sent to you before you received this email
      • Can you confirm if you are currently contracted through Premera via another upline or direct to carrier? Or will this be a new contract with this carrier?
      • Once that is completed, you will receive a DocuSign email for the contracting  titled “Premera Blue Cross Contract” that will reference Guided Medicare Solutions (not BRP; see below)
        • You will also receive an email from our contracting team following up throughout the process
        • Upon completion, you will receive an additional email from Premera for the certification
      • Also, keep in mind that although we operate to our agent/agency partners as Guided Medicare Solutions (GMS), we often contract with the carriers under our parent company Baldwin Risk Partners (BRP Medicare) with Sidney “Chase” Bedsole as our principal agent
        • This can often be confusing during the initial onboarding for agents not used to working with us
      • At different steps, the carrier may refer to use as Guided Medicare Solutions or as BRP Medicare; we are one in the same

      Transfer/Release Policy

       

      Coming Soon

      Demographic Changes

      EFT Changes

      Coming Soon

      Add Non Resident State

      Send a copy of your license to info@myplanadvisors.com

      Prominence Health Plan

      Contracting

      Thank you for your interest in marketing Prominence Health Plan through Applied General Agency. Prominence Health Plan uses an online contracting system and please use the below contracting link to get started.

      https://www.myagentworld.com/signup?id=1653930340490×162190815400820740

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

      Prominence User Guide

      Transfer/Release Policy

      To begin a transfer to AGA, log in to My Agent World and scroll to the Upline section. Press the “Request Change” button to initiate your Upline change to AGA. https://www.myagentworld.com/

      Once you updated your upline to AGA email PHPMASalesGeneralMailbox@uhsinc.com & contracting@appliedga.com and notify us of your changes. If you have a letter of release from your previous upline please attach it.

      Demographic Changes

      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

      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

       

      Quartz Benefits

      Contracting

      Thank you for your interest in contracting with Quartz. To get started please complete the Quartz contract via DocuSign. Your contract will be sent to AGA and Quartz immediately after submission for processing. Please be prepared to upload a copy of your license and your AHIP or FFM Certification.

      Quartz DocuSign Contract

      Transfer/Release Policy

      Thank you for your interest in contracting with Quartz. To get started please complete the Quartz contract via DocuSign. Your contract will be sent to AGA and Quartz immediately after submission for processing. Please be prepared to upload a copy of your license,  your AHIP or FFM Certification and release.

      Quartz DocuSign Contract

      Demographic Changes

      EFT Changes

       

      AGA pay only

      Add Non Resident State

       

      To add a state complete Quartz DocuSign Contract

      Regence BlueCross BlueShield and Asuris Northwest

      Contracting

      Thank you for your interest in contracting with Asuris/Regence. To get started please complete the Request link via DocuSign. AGA is partnered with our Integrity Partner, My Plan Advisors, for us to offer Asuris to our agents.

      When submitting a Producer Affiliation request as an Agency appointment, the corporation and agent must be both licensed in the states requested. Be prepared to upload a copy of your license, E&O, and void check, if applicable corporation license and corporation E&O.

      Allow 10-14 business days for the request to be processed (can take longer during times of increased activity). The Asuris Agent Onboarding team will send the producer/agency agreement to the email provided. Review, sign, complete, and return the agreement to agentdesk@regence.com. Once the request is complete, you will receive a welcome email with your writing number. If a Medicare appointment to sell MA/PDP Plans was requested, agents will automatically receive an email with a link to the certification training found at Pinpoint.

      Regence – Asuris Contracting Request

      Transfer/Release Policy

      Immediate Realignment – Release letter

      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.

      Upload a copy of the release on Asuris Contracting Request Form

      If you are an affiliated producer in an agency (one who assigns commissions to an agency), you will also need a release from the agency.

      90 Day Delayed Release – Cannot Obtain Release Letter

      If you are unable to secure a Release letter from your current upline, send an email to the current upline requesting to be released.  Ensure the email contains the name of your current upline agency and shows the date it was requested.

      Upload a copy of the email request, Asuris Contracting Request Form

      If you are an affiliated producer in an agency (one who assigns commissions to an agency), you will also need to request a release from the agency.

      Your contract and appointment will be realigned under Plan Advisors 90 days from the date of the release request once your paperwork is completed

      Demographic Changes

      Email changes to AgentDesk@regence.com.

      EFT Changes

       

      Email changes and void to AgentDesk@regence.com.

      Add Non Resident State

       

      Send the, Asuris Contracting Request Form with supporting documents to contracting@appliedga.com and agentdesk@regence.com

      Allow 10-14 business days for the request to be processed (can take longer during times of increased activity). The Asuris Agent Onboarding team will send the producer/agency agreement to the email provided. Review, sign and complete and return agreement to agentdesk@regence.com.

      Once the request is complete, you will receive a welcome email with your writing number. If a Medicare appointment to sell MA/PDP Plans was requested, agents will automatically receive an email with a link to the certification training found at Pinpoint.

        Regence ACA

        Contracting

        Thank you for your interest in contracting with Asuris ACA. AGA is partnered with our Integrity Partner, Plan Advisors & Health First, 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 a Plan Advisors contractor sends the you the first email instructing you of the contracting process. Plan Advisors will let you know that we go through Health First for the contract and you will receive communications from them going forward. You will also be given the Health First Assignment of Commissions form to fill out and return to Health First. Then Health First will then send the contracting paperwork to complete.

        Transfer/Release Policy

        To begin your transfer email a letter of release from your current upline to contracting@appliedga.com, and notify us you are being released from Asuris ACA. After a few days a Plan Advisors contractor sends the you the first email instructing you of the contracting process. Plan Advisors will let you know that we go through Health First for the contract and you will receive communications from them going forward. You will also be given the Health First Assignment of Commissions form to fill out and return to Health First. Then Health First will then send the contracting paperwork to complete.

        Demographic Changes

        Email changes to AgentDesk@regence.com or call 800-331-7880

        EFT Changes

         

        Complete the ACA EFT form via DocuSign

        Add Non Resident State

         

        Email a copy of your license to info@myplanadvisors.com

        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

        Complete the S&W Affiliation Change Form and email to HPBrokerCommission@BSWHealth.org and contracting@appliedga.com

        Agents can change from one FMO to another FMO once a year. (Pending release based on contract review)

        Agents can submit a change anytime during the open “Change Period” from 02/01 through 08/31 annually. Change requests will not be accepted from 09/01 to 01/31. These will need to be resubmitted during the open change period.

        Demographic Changes

        Email changes to SWHPLicensing@BSWHealth.org

        Scott & White ACA

        Contracting

        Thank you for your interest in contracting with Scott & White ACA. 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. 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 from Scottwhite@onboarding.com with the subject Onboarding Application to complete your contracting.

        Transfer/Release Policy

        Complete the agent portion of the S&W Affiliation Change Form and email to info@myplanadvisors.com and contracting@appliedga.com

        Agents can change from one FMO to another FMO once a year. (Pending release based on contract review)

        Agents can submit a change anytime during the open “Change Period” from 02/01 through 08/31 annually. Change requests will not be accepted from 09/01 to 01/31. These will need to be resubmitted during the open change period.

        Demographic Changes

        Email changes to SWHPLicensing@BSWHealth.org

        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.

        SelectHealth ACA

        Contracting

        Thank you for your interest in contracting with Select Health ACA. AGA is partnered with our Integrity Partner, Plan Advisors and Health First, 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 DocuSign contracting link to complete your contracting.

        Transfer/Release Policy

        SelectHealth Release Policy (Blackout September 1st-December 31st) 

        You must request a release from your current upline FMO via email and cc Plan Advisors at info@myplanadvisors.com and Select Health at agent.relations@selecthealth.org. The FMO can agree to the release and email agent.relations@selecthealth.org. 

        If the current FMO does NOT agree to the immediate release, Select Health will begin a 90 day count down from the original request.  The agent will be realigned on the 1st of the month following the 90 days.  

        Demographic Changes

        Updates can be made by emailing agent.experience@selecthealth.org

        EFT Changes

        Updates can be made by emailing info@myplanadvisors.com

        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/

         

        Sonder Health Plans

        Contracting

        Thank you for your interest in marketing Sonder through Applied General Agency. Sonder requires an agent to certify then a contracting link will be sent to the agent.

         The first step is to complete the 2024 training at https://sonderhealthplans.com/agents/#training

         Review the training presentation then take the agent exam. Agent ID will be your NPN. The name of your FMO will be Applied General Agency.

         Once you have completed the test with a passing score, and you will be sent a contracting link. With the subject of Invitation to Onboard with Sonder Health Plans”. You will need copies of your AHIP, E&O and drivers license ready for upload. Once submitted the background check is run. The time it takes depends on the agent’s city and county court system. Once background is processed/passed the agent is appointed to sell (RTS), and you will get an appointment notification from Sircon.

         After submission a background is ran appointment. The time it takes depends on the agent’s city and county court system. When the background is processed and passed you will get an email with the subject “Congratulations! You have been appointed to Sell Sonder Health Plans” with your temporary Connecture login credentials.

         Listed below are your temporary login credentials.

        https://sonderhealth2.destinationrx.com/PC/Agent

        Username: 1st initial and last name (e.g. – JSchmoe) An email will be sent to those that have a unique username. (e.g. – JASchmoe)

        Password: Your default password is Welcome123!

        You will be prompted to change immediately upon account creation.

        Your writing number is your NPN.

         Generalsales@sonderhealthplans.com 

        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. Email your self release to Contracting@appliedga.com and Generalsales@sonderhealthplans.com

        Demographic Changes

        EFT Changes

        True Freedom

        Contracting

        Thank you for your interest in marketing True Freedom. Please complete the True Freedom contracting via DocuSign True Freedom Contracting

        Transfer/Release Policy

        Thank you for your interest in marketing True Freedom. Please complete the True Freedom contracting via DocuSign to complete your transfer True Freedom Contracting

        Demographic Changes

        For updates please contact reps@truefreedomhomecare.com

        EFT Changes

        For updates please contact reps@truefreedomhomecare.com

        Add Non Resident State

        Once you are appointed you can market in all 50 states. This is not a Medicare plan

        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.

        UnitedHealthcare The Chesapeake Life Insurance Co.

        Contracting

        UnitedHealthcare The Chesapeake Life Insurance Co. / SureBridge is a carrier that offers Dental & Vision, Disability, Accident, Critical Illness, Cancer, Heart Attack, and Life Insurance products. If you are interested in contracting with Surebridge please email contracting@appliedga.com and advise us if you would like us to send you a SureBridge contracting link. Surebridge requires annual compliance training to be completed every 365 days (based on when you first complete the initial training).

        UCT

        Contracting

        As of 5/25/2023 New Agent Contracting has been suspended indefinitely.

        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 $36 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.

        Ultimate Health Plans

        Contracting

        Thank you for your interest in marketing Ultimate Health Plans through Applied General Agency. UHP uses an online contracting system, and you will be contracting and certifying in one sitting. Please have your AHIP, EFT, and W-9 ready to upload.

        Ultimate Health Plans Contracting

        You will need to request a login on the right side (Green) as a new agent.

        Once you have logged in to the portal, it will automatically take you to the “Agent Certification” tab to access our available certification training. Click the button at the top that says, “Click Here To Start Agent Certification.”

        Once you are in the certifications, there will be three steps for you to complete.

        STEP 1: Agent Application

        • Fill out the agent application.
        • Select “Applied General Agency” as your FMO Affiliation.
        • Upload and attach your AHIP certificate, W-9, and direct deposit/ACH.

        STEP 2: Agent Certification Training

        • Watch our 2023 Agent Certification training video fully.
        • Attest to watching the video by signing and dating electronically.

        STEP 3: Certification Exam

        • Must pass with an 85% or higher.
        • Limited to 5 attempts.
        • 30 questions long – no trick questions.
        • OPEN book exam: Please utilize our PDF links provided at the top of the screen once you click INTO step 3 before starting the exam for the “Training Slides” and “Benefits Overview”.

        Transfer/Release Policy

         External Agents must adhere to the Ultimate Health Plans Release Policy when terminating or changing their Field Marketing Organization (FMO). This policy applies to all third-party sales representatives certified to sell Ultimate Health Plans (UHP) products.

        Immediate Release with FMO Approval – External agents must obtain a release letter from their existing FMO to acquire an immediate release. It is up to the FMO to decide whether to release an agent before the 90-day delayed period. The current FMO must formally communicate the release of the agent either in writing on company letterhead, signed by the principal, and with a current or future effective date, or using the Ultimate Health Plans Agent Release Form. Release letters must be sent to UHP’s Agent Support at AgentAdmin@ulthp.com, cc contracting@appliedga.com. If the immediate release is accepted, it will be processed within 5-7business days, and the agent will be notified by email when completed.

        Immediate Release with UHP Approval – External agents who have not submitted new business to UHP under their existing FMO for at least 90 days may be eligible for release without the approval of their FMO. Requests must be submitted in writing to UHP’s Agent Support at AgentAdmin@ulthp.com cc contracting@appliedga.com. The final decision for immediate release without the FMO’s approval is at UHP’s discretion.

        Delayed-Release Policy – If an immediate release is not granted, the agent may request a delayed-release in writing. The agent’s request for a delayed-release will take effect 90 days after UHP confirms receipt of the request. Requests must be sent to Agent Support at AgentAdmin@ulthp.com cc contracting@appliedga.com.

        Blackout Period – Immediate Release requests submitted between September 1st and December 31st will not go into effect until January 1st. Delayed-release requests submitted between September 1st and September 31st will not go into effect until January 1st. Agents can only terminate or change their FMO once per calendar year.

        Agent’s Status upon Release – Once an agent has been released, they are free to join another contracted FMO. The agent must notify UHP in writing of the FMO they wish to join. The new FMO’s name can be mentioned in the original request for release. The agent must maintain all license, training, certification, and appointment requirements with UHP.

        Impact on Agent’s Book of Business – Any new business submitted, and renewals earned while the agent was contracted with the previous FMO will result in the appropriate overrides and, if applicable, commissions and renewals being paid to that FMO.

        We value your participation and support with Ultimate Health Plans. If you have any questions, contact our Agent Support at 877-322-4029 or AgentAdmin@ulthp.com.

        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

        If you are currently contracted with United Americans, please begin the transfer process by emailing contracting@appliedga.com and uainfo@amlifegroup.com stating “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. AGA please send me a new United American contracting link”

        AGA will then send you a new United America contracting link. Once complete your transfer will be finalized.

        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 your 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. If you do not know your top of hierarchy lease reach out to United Healthcare, 888-381-8581.

        Unable obtain a release?
        Begin an Intent to Move by sending a simple email. To qualify to send an Intent to Move you will need to have been with your current upline for more than six months.  Once the Intent to Move request is submitted, you will be sent an email notifying you of the date your 3 month waiting period will end. When the transfer period is over new United Healthcare contracting paperwork will need to be submitted within 30 days.

        Applying for Intent to Move:
        1.Submit a Intent to Move 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 Intent to Move 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 three-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.
        4. After the three months is up, you have 30 days to submit a new contracting packet. If it is not 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 three-month waiting period would start over.

         

        United Healthcare Agent Release Timeline

         

        Release Type

        Received by UHC

        Timeframe

        Notice of Intent

        Submitted 10/1 through 5/31

        Submit new contract after 3 months

        Notice of Intent

        Submitted 6/1 through 9/30

        Submit new contract after 1/1

        Letter of release

        Submitted 1/1 through 8/31

        Immediate transfer

        Letter of release

        Submitted 9/1 through 12/31

        Release letter can be sent after 1/1

         GA levels and higher can now apply for an intent to transfer. Must be with their current NMA for 6 months prior to submission. All downline producers will move with the agency. Can only move at the same or lower level. Upon receipt of the Intent to Move ALM will temporarily “freeze” downline producers, No releases, No hierarchy movement, Promotions within the existing structure are allowed

        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.

        Send the completed UHC AOC form need to sh_commissions_administration@uhc.com or fax to 866-761-9162

        Or complete the UHC AOC Form via DocuSign. Upon completion a copy will be sent to sh_commissions_administration@uhc.com

        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 Healthcare ACA

        Contracting

        Thank you for your interest in contracting with United Healthcare ACA. AGA is partnered with our Integrity Partner, Plan Advisors and New Health Plans, 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 contracting.

        UHC ACA Onboarding Job Aid

        UHC ACA Accessing Alternative Writing IDs in Jarvis

        Transfer/Release Policy

        There is a blackout period between October 1st and January 31st. No releases will be done during this period. Secure a Release letter from your current upline/FMO – you will need to upload the release letter when you complete the online contract. Release letter must be on FMO letterhead, be signed by principle or officer, state your name, be dated within the last 90 days.

        I’m an agent who signed an agreement for one agency, and then also signed an agreement with a different agency that I also received a evite for. Which agency am I aligned with?

        • You will be aligned with the first agency for which you signed the contract
        • If you wish to be aligned with a different agency, follow the steps below:
        • You can get a release from the top agency in your hierarchy or;
        • Submit an Intent to Move and wait 6 months.
        • Please note the blackout period for hierarchy changes between October 1 and January 31

        I’m an agent who signed an agreement direct with UHC. How do I transfer to Plan Advisors and New Health Plans?

        • If you are aligned as Direct to UHC you can complete a new contracting through Plan Advisors and New Health Plans and UHC will request the release from UHC on your behalf (this will go to the regional sales leader to approve or deny).
        • Please note the blackout period for hierarchy changes between October 1 and January 31
        • Email is sent to shcerts@uhc.com (Needs to specifically specify this is for ACA) cc current upline, contracting@appliedga.com, and info@myplanadvisors.com. Example: Please begin my delayed release to move my ACA appointment to Plan Advisors and New Health Plans. I will be working with Agent Pipeline through Applied General Agency for ACA products. Thank you John Smith, ACA ID 12345.

        Demographic Changes

        Updates will be made through the Jarvis portal

        EFT Changes

        Updates will be made through the Jarvis portal

        Add Non Resident State

        Updates can be made by emailing your license to info@myplanadvisors.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

         

        University of Utah ACA

        Contracting

        Thank you for your interest in contracting with U of UT ACA. To get started please complete the request link via DocuSign. AGA is partnered with our Integrity Partner, My Plan Advisors, for us to offer U of UT ACA to our agents.

         Be prepared to upload a copy of your license, E&O, Marketplace Registration Certificate, and void check.

         U of UT ACA Contracting Request

        Transfer/Release Policy

        To begin your transfer of U of UT ACA  you need to send an email to broker.support@hsc.utah.edu, cc info@myplanadvisors.com and contracting@appliedga.com. In the email, state your full name and NPN, and indicate that you wish to change your affiliation to Plan Advisors.

         After you send the email request to U of UT, please complete the following DocuSign ACA EFT form

        Demographic Changes

        Agent may update in the Uof UT broker portal

        EFT Changes

        Complete the ACA EFT form

        Add Non Resident State

        Currently in UT

        Verda Healthcare

        Contracting

        Begin the Verda Healthcare certification process, please follow the link below:

        Verda Healthcare Broker Certification Portal

        Here are the steps to guide you through the process:

        • New Users click on:  “Get Certified”
        • Fill in Account, Address and Agency Information accordingly
          • Enter Applied General Agency as your agency
          • AGA NPN is 8061078
        • Click on: “Register & Continue”
        • Review the AOC Agreement
        • Upload required Documents (License, AHIP and E&O)
        • Complete Training
        • Take Exam!

        If you need to return after your initial registration to complete your certification training and testing, please use the log in information you provided during the registration process.

        Upon successful completion, you will receive an email confirmation along with your Certificate of Completion.

        Transfer/Release Policy

        A letter of release is needed to complete a transfer. Please send your letter of release to contracting@appliedga.com and advise you need to transfer your Verda Healthcare contract to AGA.

        Demographic Changes

        EFT Changes

        Please submit the completed Verda Payment -EFT Form with a voided check or a letter from your bank providing confirmation of your account, and a copy of your W9 information and email it to Brokers@verdahealthcare.com

        Note commissions will be paid to the agent. If your commissions need to paid to a corporation you may opt out of EFT and AGA will pay your agent commissions.

        Add Non Resident State

        Currently Verda is only approved in Texas for counties for Fort Bend, Harris, and Montgomery.

        VNS Health

        Contracting

        Thank you for your interest in contracting with VNS Health. To get started please complete the request link via DocuSign. AGA is partnered with our Integrity Partner, Ritter, for us to offer VNS Health 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.

         VNS Health Contracting Request Direct pay

        Indirect Pay (Not common) Not available

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

        Transfer/Release Policy

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

         VNS Health Contracting Request Direct pay

         Indirect Pay (Not common) Not available

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

        Demographic Changes

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

        EFT Changes

        Complete EFT Change Form Via Docusign

        Add Non Resident State

        Currently available in NY

        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 complete the Welbe Onboarding Form through Office Forms. Input Applied General Agency for question 4. Agency.

        You will then be sent instructions to complete the training.

        WPS Broker Support Line 888-516-5999

        Transfer/Release Policy

        To start the release process, email contracting@appliedga.com and angie.karr-nystrom@welbehealth.com. Include your Name, NPN, DOB, email, phone, and upline as AGA.

        Example: Hi Angie 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.

        WellSense

        Contracting

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

        Transfer/Release Policy

        To start the release process complete Request Form then the carrier will send a new contracting link and you can upload your release letter

        WPS Health Insurance – EPIC Life Insurance Company

        Contracting

        Thank you for your interest in contracting with WPS – Epic. Get contracted today by completing the WPS Contract via DocuSign.

        Transfer/Release Policy

        Transfers for WPS are done on a case by case basis. To begin the transfer send the WPS Contract via DocuSign. 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 contracting to represent Zing & Lasso plans through the AGA. You will be completing contracting through Zing’s online contracting system Ping One.

        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 from the email will include the contracting link, username, and password. Click on the link to begin contracting.

        Link https://zing.evolvenxt.com/ Username is your email address.

        See Zing Onboarding Instructions

        Transfer/Release Policy

        Zing Transfer Process:

        For an immediate transfer, submit your letter of release to brokers@myzinghealth.com and contracting@appliedga.com and your transfer will be processed in 3-5 business days.

         If you are unable to obtain a release, start a 90-day delayed release by emailing brokers@myzinghealth.com and contracting@appliedga.com. In the email include your name, NPN and statement agent intends to transfer your appointment to AGA.

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