Thank you for your interest in marketing Aetna Medicare and SilverScript through Applied General Agency. Aetna 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.
For a full overview please see Aetna Onboarding Guide
You will be asked if you already have access to the Aetna Producer World. If you do not, you will be asked to register. After you are registered for Producer World, click back on the contracting link and log in using your Username and Password.
If you, cannot find your invitation email or are taken to the Producer World home page, navigate to Individual Medicare, Quick Links then Medicare Producer Contracting. If you have multiple invites, you will need to cancel all but one invite to move forward.
Upon login to Producer World, your records will be pulled from the National Insurance Producer Registry. Be sure to update your personal and firm information with the National Insurance Producer Registry https://nipr.com/licensing-center/change-contact-info.
Aetna will then ask if you are contracting as an agency. Select YES if you are the principal of your own corporation. Select NO if you are not the principal of your own corporation.
You will then review and sign your W-9. Complete required fields with and select the blue “Click to Sign” button.
Continue and select invitation.
Now you will work your way through each contracting tab. Fill in all the mandatory fields as requested. The tab will show “incomplete” if information is missing. Note the final “Transfer” tab – this is where you will upload your Aetna transfer form if you are moving from a different upline agency. This is NOT required if you are contracting with Aetna for the first time.
If you are already contracted you will need to complete the Aetna Transfer Release form. If your current upline signs it, you will transfer immediately. If the form is not signed by your upline, upload the form with just your signature and you will be realigned after a 90-day waiting period. No transfers can be made between 10/1 and 12/31.
After all tabs have been completed, submit the contract for processing. You will receive a confirmation of submission. You can immediately begin Aetna certification by using Aetna certification instructions in your AGA back office portal under Sales Tools, My Sales Tools then Certifications.
IMPORTANT – Your contract will finish NOT processing until certification is complete.
Upon completion of your contract and yearly certification, you will be appointed by Aetna for Individual Medicare products in the pre-appointing states where they hold an active license. Just-in-time appointing states will be ordered after a policy is written.
Transfers are not permitted or processed from October 1 – December 31. The last day to submit a notice of intent for the current year’s AEP is June 30th.
If you are currently contracted, have been with your current upline for at least three months AND have no production in the last three months you may submit a new contract. Please follow the instructions above for new contracting.
If you are contracted less than three months or have had production in the last three months, you will need to complete a new contract and upload the Aetna Transfer Release form. Please follow the instructions above for new contracting.
If your upline will not sign the Transfer form, begin a notice of intent by completing all the way to the agent portion of the Transfer form. The completed transfer must be submitted electronically via Medicare Producer Contracting via Producer World. Open Producer World>Medicare Producer Contracting>Open assigned invitation>Add Document>Upload transfer or intent to transfer. Once submitted, you will be transferred to the AGA after a 3-month interim period.
Update your personal and firm information with the National Insurance Producer Registry https://nipr.com/licensing-center/change-contact-info. Your demographics from NIPR will flow into Aetna’s contracting tool.
Log into Producer World https://www.aetna.com/about-us/login.html. Navigate to Manage your personal information > Personal/Firm profile > Firm Access Info/privileges > Personal Profile
If you have questions, just contact the Aetna Medicare Broker Services Department at 1-866-714-9301 or brokersupport@aetna.com. Normal business hours are 8 a.m. to 8 p.m. ET from Monday – Friday.
Log into Producer World https://www.aetna.com/about-us/login.html. Navigate to the Compensation section. Click “Get compensation statement” then select the applicable direct deposit link (individual or firm). Submit the updated form online.
If you have questions, just contact the Aetna Medicare Broker Services Department at 1-866-714-9301 or brokersupport@aetna.com. Normal business hours are 8 a.m. to 8 p.m. ET from Monday – Friday.
You should actively monitor your RTS status before selling in each state where you conduct business. You can begin to monitor your active RTS status now on our new map tool on Aetna’s Individual Medicare Page under Requirements to sell on Producer World, https://www.aetna.com/about-us/login.html. This interactive map will allow an agent or agency principal to determine their own RTS status by product and by state, specific to the selling season.
To add a state email brokersupport@aetna.com, and include your name, NPN, non resident license, and state you would like to be contracted in that state.
Some state appointments are processed just in time, and others need an appointment prior to submitting business. Review Aetna’s Pre-Appointment State List
Agents can only assign commissions to themselves or a broker-owned agency. Aetna allows for one agent-principal per broker-owned agency. If assigning commissions to a third party there are two options. One, the agent can contract as an LOA under AGA. AGA will pay agent commission in accordance with the assignment of commission on file. Two, update the agent’s EFT to pay the third party. The agent will get the 1099 at the end of the year, but the third party’s accountant can change that to the third party with a form.
Thank you for your interest in contracting with Aetna 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 to complete your ACA contracting.
Adding Aetna ACA Existing Broker or Aetna ACA New Broker and choose Plan Advisors as your upline.
Thank you for your interest in contracting with Aetna 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.
Adding Aetna ACA Existing Broker or Aetna ACA New Broker and choose Plan Advisors as your upline.
Update your personal and firm information with the National Insurance Producer Registry https://nipr.com/licensing-center/change-contact-info. Your demographics from NIPR will flow into Aetna’s contracting tool.
Log into Producer World https://www.aetna.com/about-us/login.html. Navigate to Manage your personal information > Personal/Firm profile > Firm Access Info/privileges > Personal Profile
If you have questions, just contact the Aetna Medicare Broker Services Department at 1-866-714-9301 or brokersupport@aetna.com. Normal business hours are 8 a.m. to 8 p.m. ET from Monday – Friday.
Log into Producer World https://www.aetna.com/about-us/login.html. C lick on ‘ Compensation Services ‘ which is located on the left side of the screen then click on ‘EFT & forms’.
If you have questions, just contact the Aetna Medicare Broker Services Department at 1-866-714-9301 or brokersupport@aetna.com. Normal business hours are 8 a.m. to 8 p.m. ET from Monday – Friday.
To do an add state email Aetna at Laau@aetna.com with a license copy and your NPN in subject line.
Commission can be assigned to agent/agency of your choosing.
Thank you for your interest in marketing Aetna Med Supp through Applied General Agency. Begin your Aetna Med Supp contracting today via DocuSign Aetna Med Supp Contracting
To begin a transfer for Aetna Med Supp you will need to complete the Aetna Med Supp Contracting and submit the form via DocuSign.
A letter of release is needed if you have written business within the past 6 months or have been contracted with your current upline for less than 6 months.
If you are unable to obtain a release, you may begin a delayed 6 month release.
To add a state log in to https://www.aetnaseniorproducts.com/ssi/index.html, select under Agent Management, then add state through Appointment Request.
To change your EFT, complete the EFT form. Either fax 855-571-3847 or electronically send to Aetna Med Supp. To electronically submit l og into https://www.aetnaseniorproducts.com/ssi/index.html, s elect My Tools, Agent Maintenance. Request type is Agent Maintenance, Select Agent Number, upload EFT form, and submit.
To set up, change or cancel your EFT for AGA commissions please complete the EFT Form via DocuSign. The name on check must match the payee name we have on file. If you are changing your payee name please complete the corresponding AOC change forms.
Assignor = the party (individual/entity) that is assigning its commission
Assignee = the party (individual/entity) that is receiving the commission
Please contact contracting@appliedga.com with questions.
If you would like to set up and assign commissions to a corporation you own, please complete the AOC Principal Owned via DocuSign. Be prepared to upload a copy of the corporation license, E&O, and void check. Completing these forms will only change how AGA pays out your agent commissions. AGA will send out contracting links for direct-pay carriers these need to be completed to allow to be paid to your corporation. Each direct pay carrier has a unique process for updating how commissions are paid.
If you would like to set up and assign commissions to a corporation you do not own, please complete the AOC Non-Principal Owned via Docusign. Assignor will need to enter the contact information for the Assignee. The Assignee must be a signing principal of the corporation, and will need to be prepared to upload a corporation license, E&O and void check. The forms are completed once the Assignor and Assignee complete their portions of the forms. Completing these forms will only change how AGA pays out your agent commissions. AGA will send out contracting links for direct-pay carriers these need to be completed to allow to be paid to the corporation. In instances where the carrier does not allow agent-to-agent AOC or the corporation is not contracted agent commissions can be directed to AGA for distribution.
To terminate an assignment of commission and have your new and past business paid to you, complete the AOC Termination Form. This will require approval from the Assignor and Assignee. Assignor will need to enter the contact information for the Assignee. The Assignee must be a signing principal of the corporation. The forms are completed once the Assignor and Assignee complete their portions of the forms.
To terminate an assignment of commission and have new business paid to you, complete the AOC Termination Form Future Business. Be prepared to upload a copy of a void check. This does not require approval from your previous Assignee to terminate.
Changes within AGA’s hierarchy can be requested by using AGA Hierarchy Transfer Form via DocuSign. This form has a signing order and will need to be completed by all parties before a hierarchy change is made in AGA’s system.
To leave AGA contact help@appliedga.com
Contracting can be sent in at the same time as the first piece of business
Thank you for your interest in marketing Aflac through Applied General Agency. Aflac 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.
The email will be from DoNotReply@aetna.com with “Your application for Aflac” as the subject. Note: A reference number will be generated after you access the link. Please keep this number for your record in order to return to this application if needed.
Contracting:
Click the link in the email
Click the “Start” button or enter your reference number if you are returning to a previously started application.
IMPORTANT – Be sure to save your reference number in case you need to come back to contracting application
Scroll through the screens and complete all the requested information
You will be able to upload any documents that may be needed, such as release letters or explanations for special circumstances
Review your information at the at the “Acknowledgment” page – prior to submission
Click the “Submit” button
Please see Onboarding Guide for a step-by-step guide.
You will receive an email letting you know that your contracting application has been received for processing. Processing will take approximately 7-10 business days. An email will be sent to you with your new Aflac writing number when the approval process is complete.
If you are licensed to sell Final Expense individual whole life insurance plans, you are required to complete an annual anti-money laundering course and provide Aflac proof of completion. Upload your AML training on https://www.suppinsadmin.com/ssitpa/tpaSecure/afl/aflHome.html under My Business then My Profile.
AML training can be completed on www.limra.com.
A letter of release is needed if you have written business within the past 6 months or have been contracted with your current upline for less than 6 months.
To transfer immediately a letter of release is needed from your current upline.
If you are unable to obtain a release, you may begin a delayed 6 month release. To begin you will need to contact the Regional Sales Specialist at Aetna to let them know you would like to change hierarchies. You will be able to switch hierarchies 6 months after making this request and can continue to write business during this waiting period.
When the 6 month waiting period is over, you will need to submit a new contract with the requested upline hierarchy.
To review your state appointments with Aflac log onto https://www.suppinsadmin.com/ssitpa/tpaSecure/afl/aflHome.html. Go to My Business, then my Profile to review your state appointments.
In regard to states, all states are JIT except AK, PA, UT, and WY. Those 4 are pre-appointment. If needed, those can be sent to the Tier One at information@aflac.aetna.com and other various licensing questions as well.
Thank you for your interest in marketing AIMC – ACE, MAC, Lumico, Lumico FE, Woodmen Life through Applied General Agency. AIMC 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.
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,
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#.
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.
As of 11/1/2023 Agewell no longer marketing MAPD Plans
Thank you for your interest in contracting with AgeWell New York through AGA. Please have your NY license, E&O and AHIP ready to upload. When completed your contracting will be sent to AgeWell by AGA, and then you set instructions to complete your certifications. Please contact contracting@appliedga.com with questions.
To get started complete the Docusign AgeWell New York Contract.
Agents can request a 6 month delayed release with completing part 1 of the Transfer Release Form. Or can complete part 1 & 2 of Transfer Release Form (where FMO signs) for an immediate transfer. Send the completed transfer form to medicarebrokerintake@agewellnewyork.com & contracting@appliedga.com.
Thank you for your interest in marketing Alignment through Applied General Agency. Alignment uses an online contracting system, and will require you to complete your own contracting. Please allow about two hours to complete this process. You will be contracting and certifying in one sitting, when complete you should be sent a ready to sell letter. Please have your license, E&O and AHIP ready to upload.
Navigate to https://www.alignmenthealthcare.com/Partners/Brokers; click on Certify+, and select New Agent. Enter your NPN and submit.
Complete General Information. Select Applied General Agency as your contracted affiliation. Just start typing Applied and a drop down will appear for you to select Applied General Agency. Select NEXT.
https://www.alignmenthealthcare.com/Partners/Brokers; click on Agent tab, and select New Agent. Enter your license, NPN and selling market. You will be taken to where you left off.
Policy: Active Agents in good standing will be granted a (1) time per year hierarchy change with no release required from FMO/Agency hierarchy. Requests need to be submitted by 15th of the month, to be effective the following month with a blackout period from October – December. Moves requested during the 4th quarter will require a letter of release in order to be honored.
To begin the transfer please complete the Alignment Transfer Form. Be prepared to upload a letter of release If you are submitting the request in October – December.
Contracted Agency = Applied General Agency LLC
Log into Alignment portal, and complete state specific certifications. https://agents.alignmenthealthcare.com/
Alignment offers direct pay to agents. Agents will be opted into direct pay or opted out of direct pay based on AGA’s data.
An agent who opted out of direct pay will continue receiving commissions paid by AGA. If an agent is marked as an AOC will not be added to direct pay. To change an AOC agent’s Alignment pay the principal will need to email contracting@appliedga.com and confirm the change that is needed. It is very important to note Alignment’s direct pay will be for new business AND renewals. ALL commissions will be paid to a single location. If a captive agent moved to direct pay, the agent would receive renewals that are not contractually due to them.
An agent who is opted in for direct pay will be sent additional requirements by Alignment, including providing bank account information, submitting a W9 form, and signing Direct Pay Agent Joinder. Failure to complete these steps will result in payments continuing to be directed to AGA, for disbursement. Multiple agents can assign their commissions to a corporation/person. Agents will still be broker of record no matter where they point their commissions. (LOAs are not available, just AOC). Also, direct pay is unique to the agency through which the business was written. Therefore, if an agent moves from AGA to a different agency and opts for direct pay, it will only apply to the business written under the new agency.
Set up Alignment Health EFT by navigating to the My Commission tab in your Alignment Broker Portal, and then click on “Connect to e123” to sign up.
In the e123/Unified TPA Agent Payment portal, follow these steps:
Download, complete, and sign your W-9. Upload it to the Documents section.
After completing these steps, expect an email from agent@unifiedtpa.com confirming your Opt-in Status or addressing any missing or incomplete information. If you have any questions, please reach out to PartnerExperience@ahcusa.com.
Begin contracting by using the following contracting link: AGA/Allstate Health Landing Page
Releases are handled on a case-by-case basis. If you are unable to complete your online contracting link contact NatGenAHagentserv@ngic.com, state that you are contracting under AGA, and you will be advised on how to move forward.
Thank you for your interest in contracting with Ambetter 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 to complete your ACA contracting.
All agents must complete the Ambetter Broker Release Form and submit to Ambetter for review and approval. Forms should be submitted to Ambetterbrokers@centene.com. Please Cc contracting@appliedga.com & info@myplanadvisors.com on the email request.
NOTE: Agents that are currently direct with Ambetter: only the Sub-Producer signature is required (not the Principal & Agency).
Transfer Timeframe: Requests are generally processed within 15 business days.
Ambetter reserves the right to deny this request. Ambetter does not under any circumstance transfer membership or commissions.
Any commissions and membership that the sub-producer earned while under the contracted agency & principle noted on this form will not be transferred to sub-producers new requested contracting entity. All commissions and membership earned by the sub-producer listed on this form while contracted under agency and principle listed on this form will remain. No exceptions will be granted.
Upon completion agent needs to recontract
No delayed release process
Blackout period varies year to year. Determined by Ambetter
Changes can be made by contacting info@myplanadvisors.com
Thank you for your interest in marketing American Benefits Life – Liberty Bankers through Applied General Agency. Aflac 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.
No transfer will be allowed in the first 12 months of an agent’s contract. Transfer without production in the last 12 months does not require a release.
When an agent requests a transfer from their hierarchy and is declined, after 31 days of non- production the agent can request a direct transfer from the Company or the applicable rules of engagement promulgated by the Company will apply.
Cannot transfer for a higher-level contract in first 12 months following release.
Same transfer rules apply to everyone.
Changes can be made on www.lbig.com, at the top right where it says myLBIG Portal, under the AGENTS Header, click Med Sup American Benefit.
Changes can be made on www.lbig.com, at the top right where it says myLBIG Portal, under the AGENTS Header, click Med Sup American Benefit.
Changes can be made on www.lbig.com, at the top right where it says myLBIG Portal, under the AGENTS Header, click Med Sup American Benefit.
NM and PA are our only pre-appointment states. All other states are set up with the agent submits an app in the state.
Thank you for your interest in contracting with AmeriHealth – IBC. To get started complete the contracting link via DocuSign. AGA is partnered with our Integrity Partner, Ritter, for us to offer AmeriHealth – IBC to our agents. Be prepared to upload a copy of a void check. After the DocuSign submission, you will receive a contracting link to begin contracting in a few days. Click on the link to begin contracting.
(Not Common) AmeriHealth – IBC Indirect Pay Contracting Link: AGA pays you for your enrollments
Thank you for your interest in contracting with AmeriHealth – IBC. To get begin your transfer complete the contracting link via DocuSign, and indicate you are transferring your appointment. AGA is partnered with our Integrity Partner, Ritter, for us to offer AmeriHealth – IBC to our agents. Be prepared to upload a copy of a void check. After the DocuSign submission, you will receive a contracting link to begin contracting in a few days. Click on the link to begin contracting.
(Not Common) AmeriHealth – IBC Indirect Pay Contracting Link: AGA pays you for your enrollments
Important transfer notes:
• Sales with coverage effective dates on or after the hierarchy switch date will be credited to the new FMO/MGA.
• Hierarchy switch dates or level changes may only be effective on the first day of a calendar month.
• Requests for an agent switch to a new FMO/MGA for an October 1 effective date must be received no later than September 15.
• Hierarchy switches will not be approved for November 1 or December 1 effective dates, herein referred to as the blackout period.
• For an agent switch to a new FMO/MGA to commence on January 1, agent must be certified with the new FMO/MGA by September 30 of the prior calendar year. An Agent who does not meet the September 30 certification completion date will not become effective with the new FMO/MGA until March 31 or later, pending completion of all required steps.
• New Agents must complete all steps of the Independence/AmeriHealth- certification process within 30 days of receiving the IBC/AmeriHealth certification link. If agent doesn’t complete the Independence /AmeriHealth certification within 30 days the agent will not be aligned to the new FMO/MGA.
• Requests for an Agent change to a General Agent level, or for an increase to a General Agent’s level, must be submitted using the Hierarchy Switch request with the requested level notated. The proposed GA’s downline must also submit Hierarchy Switch requests at that time. GA level requests will be denied if the FMO-GA contractual requirements are not met at time of submission.
Email license@ritterim.com with the requested changes.
Complete EFT Change Form Via Docusign
To add a state please complete new contracting to add your requested state.
(Not Common) AmeriHealth – IBC Indirect Pay Contracting Link: AGA pays you for your enrollments
Thank you for your interest in contracting with Ameritas. To get started please complete the Ameritas AGA Agent Contract via DocuSign. Be prepared to upload a void check and a letter of explanation if needed. Your contract will be sent to AGA and Ameritas immediately after submission for processing. After processing Ameritas will send a welcome letter that includes your writing number and custom URL.
Important: Enter your full name as it appears on your license after clicking the contracting link.
Agents are free to transfer their Ameritas appointment without a release after 6 months of no production under their current GA. To begin the transfer please complete the Ameritas AGA Agent Contract via DocuSign. Be prepared to upload a void check and a letter of explanation if needed. Your contract will be sent to AGA and Ameritas immediately after submission for processing. After processing Ameritas will send a welcome letter that includes your writing number and custom URL.
Important: Enter your full name as it appears on your license after clicking the contracting link.
Email LC@ameritas.com with your demographic changes
Agents are able to sell products as long as they are contracted in ‘just in time’ status. States are appointed as business is submitted. PA is our only pre-appointment state. If an agent wants to quote in PA they need to notify LC@ameritas.com to add their PA appointment.
Thank you for your interest in marketing Anthem Blue Cross & Amerigroup through Applied General Agency. Anthem 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.
The Anthem email will be from software.support@anthem.com with the subject of “Action Required: Your agency has asked us to appoint you”. The body of the email will indicate that the invite was sent to you by ‘APPLIED GENERAL AGENCY, INC’.
If logging in using the link in the email notification received from SoftwareSupport@anthem.com, once logged in you will land directly in the appointment request. If logging in by going to https://brokerportal.anthem.com/apps/ptb/login, Click the ‘Complete Appointment’ button
Basic Information: If Contracting as a Corporation: The agency information section will only appear if you select ‘yes’ to indicate you are the Principal of an Agency or General Agency. If you are a not the principal of the agency, please select ‘no’ and you will not be prompted to enter any agency information.
Appointment Section: Select the state/brand combinations you would like to be appointment/contracted in. Select “Line of Business” – most states will have the options of Individual, Large Group, Small Group and Senior. You will select one option and then select Add another Line of Business to add additional options. Select who your Medicare commissions should be paid to. When contracting as a corporation both you and your corporation need to be licensed in all states being requested.
To sell Medicare with AGA it is very important to select to sell the Senior line of business.
If a release is required due to an existing agency relationship, you will see the release information message. If a release is not required, you will not see any release information.
Complete business survey, forms, EFT, and payment. Payment of state appointment fees is required if you are contracting for the first time in this state. Fees are determined by each state’s Department of Insurance.
When completed you will see a submission confirmation. You can then check the status of your request on your dashboard
You may now begin the certification process. You can complete the certification while your contract is being processed, Instructions are in your back office portal. After the contract is processed and certification has been completed successfully, you will receive an Anthem “Welcome” letter with agent number.
If you are currently contracted with Anthem through another agency you will need to submit a new agent contract under AGA using the above instructions.
In addition to the paperwork, there are two ways to transfer to AGA.
Immediate transfer: Submit your AGA/Anthem contract and upload your letter of release from your previous agency. Please reach out to your current upline to see if they will issue a letter of release. If the release is not uploaded you will default to the three month delayed release.
Three month delayed release: Submit your AGA/Anthem contract. After three months you will need to send a new AGA/Anthem contract. You will be sent an email from Anthem notifying your three months has passed. Email that email to contracting@appliedga.com and we will send you a new contracting link. Agents submitting for a delayed release from 7/1 to 9/1 can submit their second contract after 1/1.
Agents can continue to sell Anthem whether their Upline Agency honors their request for immediate release or requires a waiting period.
Elevance Health Agent Release Policy
Agents currently associated to an FMO/EMO/MGA partner must be released in order to change their relationship. When an onboarding request is received for a new relationship and the agent is identified as having an active affiliation with one of our FMO/EMO/MGA partners, a release request will be generated online via the Broker Portal to the current Partner.
IF the release is approved, the new onboarding request will move forward and complete processing. No waiting or black out period applies.
IF the release request is denied, the current onboarding request is closed and a waiting period is required for the agent to re-apply to move to a new relationship.
Blackout Period for Agent Release:
Why do we have a Blackout Period and a 90 day Release Option for Downline Agents?
This change protects our Agency partners during the most critical months before and during the annual Medicare open enrollment period. Offering a faster 90 day release option gives agents more flexibility. Downline agents can continue to sell Anthem whether their Upline Agency honors their request for immediate release or requires a waiting period.
If Not approved,
Release Waiting Period
If approved,
Immediate Release
Updating contact/demographic information page 15
Log into Producer Toolbox https://brokerportal.anthem.com/apps/ptb/login. Click the profile icon and ‘Account Details’, click ‘Contact’, click ‘Edit’. Update desired information (address, phone number, and/or email address) and click ‘Save’. If updates are accepted, a successfully message will appear.
Existing Brokers Changing Commission Payment Structure page 12 – 13
Existing Agents Adding or Updating Electronic Fund Transfer (EFT) page 14
Log into Producer Toolbox https://brokerportal.anthem.com/apps/ptb/login. Click the profile icons, ‘Account Details’
Select ‘EFT info’. Add, Edit, or Remove EFT information.
To add a state new contracting forms will need to be submitted. Follow initial contracting instructions for Anthem as described above.
Existing Brokers Changing Commission Payment Structure page 12 – 13
At this time existing agents are only able to request this type of change during the communicated opt in period.
Log into Producer Toolbox https://brokerportal.anthem.com/apps/ptb/login. Click the profile icon and ‘Account Details’. Scroll down to a state with a senior relationship under your upline/parent agency. Click ‘Update Commission’ to change the commission payment setup. Note: When changing your commission payment structure, you only have to complete this process for one state. Based on that request, the updates will be made for ALL state under that upline/parent agency.
Select desired commission payment setup type from the dropdown list. Enter the required agency information if requesting a 3 Tier setup. Click ‘Save Changes’. Complete all required forms. Click ‘I Acknowledge’ and then click ‘Back to Overview’ once all forms show completed. Click ‘Submit’. A confirmation screen will appear with a button to return to ‘Account Details’.
Thank you for your interest in contracting with Anthem ACA . AGA is partnered with our Integrity Partner, Plan Advisors & New Health Partners, for us to offer this carrier to our agents. To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”.
After a few days, you will be sent a contracting link to complete your ACA contracting.
Complete the ACA EFT form via DocuSign
There are a limited number of agent contracts available for Aspire. To be considered for contracting Aspire you will need to conduct the majority of your business in Monterey county, and provide a marketing plan or an estimate of the business you expect to write. Please detail your qualifications in an email to contracting@appliedga.com.
Thank you for your interest in marketing Astiva through Applied General Agency. Astiva uses an online contracting system, and will require you to complete your own contracting.
Contracted Agency Affiliation: Applied General Agency NPN 6187022
Please be prepared to provide the following information:
For an immediate transfer please send a copy of your letter of release to contracting@appliedga.com and let us know you need to transfer your Astiva contract.
If you are unable to obtain a letter of release from your current upline, Astiva can review transfers on a case by case basis. Please reach out to brokersupport@astivahealth.com and contracting@appliedga.com, to discuss your situation.
Complete your Astiva EFT Changes via DocuSign
Complete your Astiva AOC via DocuSign
Thank you for your interest in contracting with Asuris/Regence. To get started please complete the Request link via DocuSign Regence – Asuris Contracting Request. 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.
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.
Send a copy of the release, Asuris Contracting Request Form with supporting documents to contracting@appliedga.com.
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.
Send a copy of the email request, Asuris Contracting Request Form with supporting documents to contracting@appliedga.com.
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
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.
Thank you for your interest in contracting with Bankers Fidelity with Applied General Agency! To get started you will complete online contracting through SuranceBay.
Below is the link that AGA downlines will use to contract with Bankers:
If you are new to SuranceBay here is a SuranceBay User Guide.
To transfer your Bankers Fidelity appointment to AGA you will need to complete a new contract through SuranceBay. In addition to completing the contract if you have written business in the past six months or have contracted with a new upline in the past six months a letter of release is needed to transfer your contract.
Below is the link that AGA downlines will use to contract with Bankers:
Email contracting@appliedga.com and licensing@premiersmi.com with agent name, writing number, and what is changing
Email contracting@appliedga.com and licensing@premiersmi.com with agent name, writing number, and states to add.
Thank you for your interest in marketing Banner Health through Applied General Agency. Banner Health uses an online contracting system and we will need some information to get the process started.
To get started complete the Banner Background Form via DocuSign. After completion, AGA will send you a Banner contracting invitation to begin contracting in a few days. You will receive an email from bannermedicarecommunications@bannerhealth.com with username information and a link to reset your password.
If you have completed your background form and have not received your email from Banner, you can go to the broker portal link and click reset password. This will prompt you to set up the authenticator and log in. https://mybannerhealthinsurance.my.site.com/BrokerPortal/s/login/
Blackout period for FMO upline changes are yearly from 8/1 through 1/1; no FMO change requests can be made during the blackout period.
To begin the FMO change email your current upline, BUHPSales@bannerhealth.com and contracting@appliedga.com requesting to transfer to AGA. Example: Hello, my name is John Smith. NPN 123. I would like to change my upline from XYZ agency to Applied General Agency. Please let me know if you need anything else. Thank you,
After you have sent the email to Banner requesting to be under AGA. You can begin a delayed or immediate release.
For an immediate release provide a letter of release from your current upline to BUHPSales@bannerhealth.com and contracting@appliedga.com.
For a 30 day delayed release, email your current upline, contracting@appliedga.com and BUHPSales@bannerhealth.com. State your name, NPN and confirmation you would like to transfer to AGA. BUHP will respond with approval, denial or questions within 30 business days. Once 30 days have expired, it is auto approved, and new business will fall under the new FMO as of the effective date of the change. If entity does not certify after 12/31, new FMO can create new case for entity and new business will fall under the new FMO.
Or send a request through via email to BUHP inbox: BUHPSales@bannerhealth.com
Thank you for your interest in contracting with BCBS AR. To get started please complete the Request link via DocuSign. AGA is partnered with our Integrity Partner, Premier, for us to offer BCBS AR to our agents. After the DocuSign submission, you will receive an invitation with a link to begin contracting in a few days. Click on the link to begin contracting.
Important: Enter your full name as it appears on your license after clicking the contracting link.
If you are currently contracted with another upline please complete the BCBS AR Hierarchy Form, and return it to contracting@appliedga.com. For an immediate release, you will need a signature from your current FMO. If you are unable to obtain your FMO’s signature you may begin a delayed 90-day release.
Please complete the BCBS AR Hierarchy Form, and return it to contracting@appliedga.com. New online carrier contracting paperwork will be emailed to you for completion.
Blackout period from 9/1 through 12/1 – don’t accept releases but will let agent transfer with 90-day intent.
Assignment of commissions are available
Thank you for your interest in marketing BCBS AZ through Applied General Agency. BCBS AZ 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.
New added users will receive a welcome email containing: Contracting Guide
To complete the registration the user can follow the link provided in the welcome or click on the (1) ‘Register’ button on the homepage. Enter your ‘Registration ID’ and ‘Access Code’ and click ‘Continue’. Select the (1) ‘Lookup NPN using NIPR’ button. Search for your NPN and confirm. Your NPN number is now confirmed. Click the ‘Submit’ button on the Registration page to continue and complete your registration information. All required fields are marked with a *red asterisk and need to be filled out before the registration can be successfully submitted. The first and last name is pre-filled based on the pre-registration information and can’t be altered during the registration process.
Users that have completed their registration can login directly on the homepage https://bcbsarizona.pinpointglobal.com/Apps/Medicare/default.aspx
Steps to transfer your BCBS AZ appointment
**Important Notes**
Incomplete contracts or missing documents will delay processing times. Please make sure all re-quired documents are included to avoid delays. If the contract(s) is not completed within 30 days, then the transfer request will be voided.
Former FMO: The Producer’s book of business will stay with the former FMO. The FMO is expected to continue commission payout to the Producer as long as the Producer of record has not changed, and the policy is still active.
FMO Transfer Blackout Period: October 1 – December 31 (Annually) Producers will not be able to complete an FMO transfer from October 1 to December 31. If the FMO receives a Producer request to change FMOs during this time, the FMO may send these requests to medsalescon@azblue.com beginning January, 1 of the following calendar year.
Thank you for your interest in contracting with BCBS IL,TX,NM,OK,MT . To get started please complete the BCBS IL,TX,NM,OK,MT Request Form via DocuSign. AGA is partnered with our Integrity Partner, Premier, for us to offer BCBS IL,TX,NM,OK,MT to our agents. After the DocuSign submission, you will receive an invitation with a link from Producer_Service_Center@hcsc.net with the subject line of “Onboarding Invitation” to begin contracting in a few days. The body of the email includes a Login link that launches the Producer Pro application. This is a link that is intended only for the recipient. It cannot be transferred, forwarded to another email account or used by another Producer individual.
Contracting Request Form: BCBS IL,TX,NM,OK,MT
Important : Enter your full name as it appears on your license after clicking the contracting link.
Agents are responsible for submitting a transfer request by email during one transfer period per year determined by HCSC. Outside of the transfer period agents can terminate their appointment. To terminate agents have to contact the carrier to have their current appointment terminated, once the termination is approved re-contracting will be needed. There is no waiting period to re-contract once an appointment is termed.
By terminating to transfer all previous business and renewals are lost.
If you would like to continue to transfer your appointment to AGA email either the below individual or corporate termination template to Producer_Licensing@bcbstx.com and contracting@appliedga.com. BCBS will confirm your termination, and AGA will send you a BCBS contracting link. Please see BCBS Onboarding Instructions for Individual or BCBS Onboarding Instructions for Corporation
Individual Termination Template: Please term my, (NAME), Medicare appointment (PRODUCER ID#) in order for me to recontract as a direct pay under Premier Senior Marketing.
Corporation Termination Template: Please terminate my current Medicare appointment (PRODUCER ID#) in order for me to re-contract my agency (NAME) and as an LOA sub-producer under it.
To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”.
After you return the 5.6 Add Carrier Request you will receive an invitation with a link from Producer_Service_Center@hcsc.net with the subject line of “Onboarding Invitation” to begin contracting in a few days. The body of the email includes a Login link that launches the Producer Pro application. This is a link that is intended only for the recipient. It cannot be transferred, forwarded to another email account or used by another Producer individual.
Thank you for your interest in marketing BCBS of Kansas City (MO & KS) through Applied General Agency.
New agents email contracting@appliedga.com & PRODUCERINFO@BlueKC.COM include agent name, email, NPN indicate contracting with MA under AGA.
Example: BCBS KC, My name is Toby Stark, NPN 1213, please send me a Medicare Advantage appointment under AGA-BCBS KC contracting link to tstark@appliedga.com.
*MA appointments with us requires the completion of the Medicare + Fraud, Waste, & Abuse (MFWA) through AHIP as well as active insurance licenses in both KS & MO.
If you are not sure who you are currently contracted with log into https://agents.bluekc.com/login And select My Profile. The listed company name is your current upline.
2. If an agent is already with an agency then the agent will request a release from the current agency or wait 6 months from the written request date to BCBS of KC.
Producer Support: 1-877-259-8657
Thank you for your interest in contracting with BCBS of MN. AGA is partnered with our Integrity Partner, IFC National Marketing, for us to offer this carrier to our agents. To get started complete the AGA BCBS of MN Request Form
BCBS MN requires agents to either have a MN resident license, or a resident license of a bordering state (the address must also be within a bordering county).
Once this request form is completed, IFC will provide you with the instructions to pay their appointment fee(s) to BCBS MN. Individual agents must pay $138.50. If an agent has an agency they would like to contract the fee is $75.00 on top of any individual agent fees.
IFC will also send you a DocuSign to complete. It includes banking information, demographic information, license copies, E&O and some other questions regarding the agent’s specific agency orientation.
Thank you for your interest in contracting with BCBS of MN. AGA is partnered with our Integrity Partner, IFC National Marketing, for us to offer this carrier to our agents. To get started complete the AGA BCBS of MN Request Form
BCBS MN requires agents to either have a MN resident license, or a resident license of a bordering state (the address must also be within a bordering county).
Thank you for your interest in marketing BCBS of NC through Applied General Agency. AGA is partnered with our Integrity Partner, Carolina Senior Marketing (CMS), for us to offer BCBS NC to our agents.
You must be a resident of NC.
Agency Affiliation = Applied General Agency
Once the intake form is completed, CSM will submit the information to BCBS NC within 24-48 hours of receipt. From there the Regional Service Executive (RSE) assigned to you will reach out directly with the next steps including additional interview questions if necessary and training instructions.
It is important you be on the lookout for an email from their RSE, as we do not have line of sight on this communication, if you are not responsive to the RSE you will not get appointed. Please reach out to contracting@appliedga.com if you have not heard from your BCBS NC RSE after 10 business days, and we will reach out to BCBS NC for an update.
Since Blue Cross Blue Shield NC pays all agent commissions to their affiliated TMO, if an agent decides to transfer away from their current TMO their commissions would stay with the TMO. The agent would need to make sure they have an agreement with their TMO that the agent would still receive their Blue NC commissions after transferring away from the TMO or that the agent was okay giving up their current Blue NC commissions.
The agent would then need to get a written release from their current TMO releasing their appointment. Please send your letter of release to your Regional Sales Executive (RSE), contracting@appliedga.com and contracts@carolinaseniormarketing.com. In the email you will need let the RSE of your intent to transfer to Carolina Senior Marketing and then you will need to complete a new appointment application under CSM. Example: RSE, Please see my attached letter of release from XY Agency. I would like to transfer my appointmetn to Carolina Senior Marketing. Thank you, John Smith
Thank you for your interest in contracting with BCBS NE. To get started complete the BCBS NE Contracting via DocuSign. AGA is partnered with our Integrity Partner, Premier, for us to offer BCBS NE to our agents. After the DocuSign submission, you will receive certification instructions from the carrier within in a few days.
Contracting Request Form: BCBS NE Contracting
Thank you for your interest in contracting with BCBS NE. AGA is partnered with our Integrity Partner, Premier, for us to offer BCBS NE to our agents. To get transfer your appointment complete the BCBS NE Contracting via DocuSign, and you will need to email Broker_Appointment@NebraskaBlue.com, and state you are transferring your appointment to Premier Marketing.
Changes are made on Contracting Request Form: BCBS NE Contracting
Thank you for your interest in contracting with BCBS TN . 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 contracting.
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.
Release is not required – Agent can transfer at anytime, carrier allows agents to be contracted with more than one FMO at a time – FMO Assentation Form is required to transfer
Email your changes to contracting@appliedga.com and state your updates for BCBS TN.
Email your changes to contracting@appliedga.com and state your updates for BCBS TN.
Thank you for your interest in Blue Shield. To complete your appointment, please click on the link to get started. https://www.blueshieldca.com/bwa/auth/home
You will need to create an account, once completed you will log in. It will prompt you to reset your password prior entering the portal. After resetting your password you will then you will be able to gain access. Once in the portal, a tab will appear, “ What you need to apply”, it will show the documents that are required for your application. Once you have the necessary documents, you will be able to begin your application. See Blue Shield Appointment User Guide for step by step instructions
IMPORTANT: You must complete your Blue Shield certifications and align yourself to AGA. To align to AGA, you must first transfer your AHIP to Blue Shield and then log in to Blue Shield Learns. Click the Agency/Profile Update link, update your Primary Agency to Applied General Agency, TIN 330961867, and SAVE.
To change your upline to AGA by making changes on Blue Shield Learns. To align to AGA, you must first transfer your AHIP to Blue Shield and then log in to Blue Shield Learns. Update link, update your Primary Agency to Applied General Agency, TIN 330961867, and SAVE.
The Broker Assignment of Commission (AOC) form is intended for use by an agent to assign their individual commission to a company owned by the individual or their spouse. The assignment must meet the requirements of the Blue Shield Producer Agreement. The company must be appointed and maintain a current license issued by the California Department of Insurance and hold a Blue Shield of California appointment. If the corporation is not appointed, follow the online appointment process using the agency information only. Broker Registration – Producer Connection (blueshieldca.com).
If assigning commissions to a third party there are two options. One, agent can terminate their Blue Shield appointment. uncontracted agents will have their commissions paid to AGA as long as AGA’s ID is on the application. AGA can then pay the third party. This does disrupt the agent’s ability to reach out to the carrier to check on client statuses. Two, update the agent’s EFT to pay the third party. The agent will get the 1099 at the end of the year, but the third party’s accountant can change that to to the third party with a form.
NOTES
• Please continue to submit your applications just as you do today, listing the Agent Section with your Individual NPN and/or SSN, and FMO Section with AGA #330961867E
• The Assignment of Commissions Form is an all or nothing form. It will assign future and past commissions for all lines of business, individual, Medicare, and Med Supp, to the one location of your choosing.
• You may revoke or change your payee information at any time and as often as you want by notifying Blue Shield in writing.
• If both your corporation and individual appointments exist, then only the Assignment of Commission Form needs to be completed and submitted to ProducerDepositForms@blueshieldca.com to expedite the process.
• To check your Blue Shield appointment, search for Blue Shield in your corporate and individual appointments at this CA DOI link.
• If you do not complete the appointment paperwork for your corporation, your commissions will be deposited into the account of your choosing, but your Blue Shield 1099 will be issued to you individually. This can be changed after the fact by working with your tax professional and submitting an additional IRS form.
Thank you for your interest in marketing Central, Brand New Day, and 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.
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.
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. Once release is completed, please email it to MCRBrokercontracting@molinahealthcare.com
If you are unable to get the immediate release you can begin a delayed release. For a delayed release you will complete a constructive release in the Molina contracting. Request a Molina contract by emailing a 5.6 to contracting@appliedga.com. 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. Not available during AEP(10/1 to 12/15). If a constructive or delayed release should have been effective from 10/1 to 12/15, it will be effective for 1/1.
Email your updated information to MCRBrokerContracting@MolinaHealthcare.com and contracting@appliedga.com, include your name and NPN.
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
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
Thank you for your interest in marketing CalOptima through Applied General Agency. CalOptima 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.
The CalOptima email will be from DoNotReply@caloptima.org. Please have your valid government ID, CA DOI license, E&O certificate, and Current AHIP ready for upload.
You may access the portal using the following credentials. Please use this log in to upload any missing documents.
Website: https://agents.caloptima.org/
UserID: Your Email Address
If you cannot find your CalOptima email, navigate to the CalOptima website and reset your password.
Release Letters from currently appointed OneCare FMO Agencies are NOT required. Begin your transfer by completing the CalOptima Transfer Form. This form can only be submited once a year from January 1st and July 14 th .
Complete the CalOptima Transfer Form via DocuSign, have your license, E&O and AHIP ready to upload. CalOptima Health processes current FMO/Broker Agency “Release” and updates FMO’s CalOptima Health OneCare Ready to Sell roster “Release Approved effective (date)”. CalOptima Health provides new FMO/Broker Agency confirmation of reassignment effective date.
CalOptima Health Annual Election Period (AEP) Blackout Period is from August 1st to January 1st. Blackout period transfer request is not permitted from July 15th to December 31st. An agent will only be allowed to transfer FMO/Broker Agency once a year between January 1st and July 14 th . Any request to transfer outside the time frame above will be declined. Agents will be asked to re-submit transfer requests after January 1st.
CalOptima Health allows agents with a currently active status to change their Field Marketing Organization (FMO)/Broker Agency once a calendar year. Agent transfer requests must be submitted by the 15th of the month, to be effective on the 1st of the following month. Only ONE change is permitted within a 12-month period.
If an agent terminates the subcontract with CalOptima Health’s contracted Field Marketing Agency (FMO) after July 15th, the agent will not be able to re-contract with a new FMO until the following calendar year.
Commissions:Commissions associated with enrollment applications received prior to the effective date of release remain unchanged and will continue to be paid according to prior commission assignment. The release ONLY affects enrollments that occur after the date of the release.
CalOptima Health is only in CA
AGA will pay commissions for CalOptima Health. To set up or update your EFT with AGA complete our EFT Form, attach a void check, and send it to contracting@appliedga.com.
Website: https://agents.caloptima.org/
UserID: Your Email Address
As of 7/11/2024 New Agent Contracting has been suspended indefinitely.
Thank you for your interest in contracting with Care N Care. To get started please complete the Request link via DocuSign. AGA is partnered with our Integrity Partner, Premier, for us to offer Care N Care to our agents. After the DocuSign submission, you will receive an invitation with a link to begin contracting in a few days. Click on the link to begin contracting.
Care N Care Direct Pay (Carrier Pays Commission)
(Not common AGA will pay commissions) Care N Care Indirect Pay
Important: Enter your full name as it appears on your license after clicking the contracting link.
Begin your Care N Care transfer today! You will need a clean balance. Transfers are allowed after 6 months of non production, or 3 month wait after CNC Transfer Release Form signed. Or immediate release after CNC Transfer Release Form signed. Send the completed transfer form to contracting@appliedga.com
Care N Care is only in TX
To get started please request the carrier by completing our Request Form then we will email you the contracting instructions.
To transfer you will need to obtain a letter of release from your previous upline and send a new conract.
Thank you for your interest in contracting to represent Centene – Allwell, Ascension Complete, Fidelis Care, Health Net, and WellCare plans through the AGA. You will be completing contracting through Centene’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 link from Centene@evolvenxt.com with the subject line as Onboarding Invitation. The email will include the contracting link, username, and password. Click on the link to begin contracting. The contracting link will always be https://desktop.pingone.com/cnc-workbench-brk, and your username is your NPN.
After logging in, select the Centene Workbench icon, and you will see the pending contract to complete. Select “Start”.
When beginning the contract, you will need to validate your Social Security Number (SSN)/Tax Identification Number (TIN) against the NPN provided in your initiation. The NPN will be pre-populated. Enter in your SSN/TIN and select Validate. After validating, you will view a dashboard with tabs to enter Demographics, Payment, and State Licenses information before selecting the Submit tab.
Once you have completed all demographic information, please review your Upline and Sub Type information. Your upline should show as Applied General Agency NPN 6187022.
Sub-type descriptions: Downline Only – Broker has an upline, the broker receives their own commissions. Broker owns book of business. Licensed Only Agent – Broker has an upline, commissions are assigned to this upline. Broker does not own the book of business. Dual Assignment – The broker has an upline, commissions are assigned to this upline.
When you have confirmed this information is correct, please check the box acknowledging you understand, and then select Continue. Please email contracting@appliedga.com if this is not correct.
Select the Payment tab under My Certification Cases. Select Yes if you have a private company that you would like to assign as the Payee. Select No if you do not wish to declare a private company to be the Payee. Complete your W-9 and EFT according to how you will be paid. If you are contracted as an LOA or Dual Assignment you will not be asked to complete EFT information.
Select the State Licenses tab under My Certification Cases. Your Resident state license is automatically selected for you. You can also select all licenses that you wish to market and sell Wellcare products in.
Before submitting this onboarding case, you will be able to review the TPME document and your W9. You can save or print these documents at this time. The documents will also load into your broker profile within the portal. To submit your onboarding case, review and acknowledge the statements below. Use the open space to complete your signature, and then select Submit.
