Contracting Information M - Z

ManhattanLife Assurance Company – ACE – Lumico – Lumico FE – Elips – Woodmen Life

Mass Advantage – UMASS

Medico

Memorial Hermann

Molina

Molina ACA

Mutual of Omaha MAPD & PDP

NCD – Dental/Vision

Oscar

Oscar ACA

PacificSource

Physicians Mutual

Premera

Prominence Health Plan

Prosperity Life Group

Providence Health Plan

Quartz Benefits

Regence BlueCross BlueShield & Asuris Northwest

Renaissance Dental & Vision Info

SCAN

Scott & White

SelectHealth

Simply Healthcare Plans – Anthem

Sentinel

Sonder Health Plans

Standard Life and Accident

    Tufts Health

    UCT

    Ultimate Health Plans

    United American

    United Healthcare

    United Healthcare ACA

    UnitedHealthcare The Chesapeake Life Insurance Co.

    United National Life

    Vitality

    Welbe Health – Medi-Cal PACE

    WPS Health Insurance – EPIC Life Insurance Company

    Zing & Lasso Healthcare

    ManhattanLife Assurance Company – ACE – Lumico – Lumico FE – Elips – Woodmen Life

    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

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

    To begin a transfer please email the intent statement to contracting@appliedga.com and licensing@aimc.net. 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,

    Demographic Changes

    Email licensing@aimc.net and indicate what the changes are. Include your name, NPN and indicate the carrier(s) you are making the change for.

    EFT Changes

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

    All states are pre-appointment – meaning for any state the agent must see it on the ACE E-app portal before writing an application.  (Any state is all the states available whether the state has an appointment process or not!)

    ACE requires that all individuals hold a valid license in any state they want to conduct business.  This includes their resident state although that state may not be available with product at this time.  If contracting as an agency, please make all agents aware that ACE requires the agency to hold a valid license in any state they want to conduct business and receive commission of any type.  This includes states that may not require an insurance agency license (IA, RI, TN & WI). Please encourage all agents to choose all the states they will be doing business in when completing the online contract.  This will speed up the process when they need to write an application as an agent cannot write for ACE if the state has not been activated on their contract/writing#.

    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 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 marketing Memorial Hermann through Applied General Agency. Memorial Hermann 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 and access code to begin contracting in a few days.

    To complete the contracting you will go to https://miramar-agent.com and use the access code from your email. If you cannot find your access code please email contracting@appliedga.com or help@appliedga.com. Please see the Miramar User Guide to complete the contracting.

    Transfer/Release Policy

    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 and access code to begin contracting in a few days.

    You will need to complete the contracting and upload a letter of release on https://miramar-agent.com and use the access code from your email.  If you do not see a place to upload a release email a copy of your release to contracting@appliedga.com and hart@trustedseniorspecialists.com.

    Demographic Changes

    Changes are made on www.Miramar-Agent.com 

    EFT Changes

    Changes are made on www.Miramar-Agent.com 

    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

     

    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.

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

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

    Molina ACA 2022 Contracting

    Transfer/Release Policy

     

    Agents can complete transfers using one of the following options:

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

    Demographic Changes

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

    EFT Changes

    Complete the ACA EFT form and send the completed copy to partners@agentpipeline.com

    Add Non Resident State

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

    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

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

    See MOO Contracting Manual

    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

    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 https://accounts.hioscar.com/account/login/?client_context=business
    • 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 https://accounts.hioscar.com/account/login/?client_context=business
    • 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,

    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

    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

     

    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.

      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

      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.

      To get started complete the Docusign Sonder Health Contracting. Please have your your exam certificate, AHIP, E&O, GA license, copy of Driver’s license ready for upload.

      Your paperwork will be sent 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.

      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).

      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

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

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

      UHC ACA Onboarding Job Aid 

      UHC ACA Accessing Alternative Writing IDs in Jarvis 

      Transfer/Release Policy

      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 Agent Pipeline? 

      • If you are aligned as Direct to UHC you can complete a new contracting through Agent Pipeline 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 partners@agentpipeline.com. Example: Please begin my delayed release to move my ACA appointment to Agent Pipeline. 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

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

      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 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.

      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.

      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 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.

      AGA | Blog

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