Operations

HOW TO SEND/SUBMIT THE CONTRACT

• ACE/INA has an online contracting link for the agent to complete through AIMC. To
• send a link:
• Log in to the Agent Portal with the login saved in 1Password
• Click the blue contracting button on the left
• Under SEND CONTRACT fill in the following:
  • Carrier – Ace (or INA depending on state)
  • State – Agent’s resident state
  • Sponsor Writing Number – (####) – Carolina Senior Marketing
  • Level/Commission %
    • Most agents/agencies are set up at Agent Level- 4 (22%) unless discussed otherwise
  • Offer Advancing – Select Advancing amount or Select None
  • Add Agent’s Name and Email
• Check the box recommending the agent for contracting
• Send the contract
• Once sent, agent and CSM will receive an email with the agent’s unique link. You can forward that email to the agent or tell them to be on the look out for an email from [email protected]
• Within the link, agents will be asked if they are signing up as an agency and principals will need to say “yes” to be set up correctly.
• Under Contracting Statuses you are able to view where the agent is in the process of completing the contract or resend the contract if needed.

 

FOR LOA AGENTS/AGENCIES

• To send a downline agent a link:
• Log in to your Agent Portal
• Click the blue contracting button on the left
• Under SEND A CONTRACT ON BEHALF OF DOWNLINE fill in the following based on the agent’s information:
  • Carrier – Ace(or INA depending on state)
  • State – Agent’s resident state
  • Sponsor Writing Number – (####) – Agency sending link
  • Level/Commission %
    • Most downline agents are set up at the LOA Level- 1 (0.0%) unless discussed otherwise
  • Offer Advancing – Choose Select Advancing or None (Advancing not available for LOA Level)
  • Add Agent’s Name and Email
  • Check the box recommending the agent for contracting
  • Send the contract and make us aware the contracting link has been sent.
  • Once sent, agent and agency will receive an email with the agent’s unique link. You can forward that email to the agent or tell them to be on the look out for an email from [email protected]
  • Under Contracting Statuses you are able to view where the agent is in the process of completing the contract or resend the contract if needed.

 

Quirks & Tips:

• Agent will be asked to verify their access to the contract with the authorization code sent in the email (this should pre-fill) and the agent’s email address.
• Agents will not be given the opportunity to complete the contract at a later date once they begin the link.
• CSM or upline agency will be notified once the agent has submitted their contract and/or issued a writing number.
• AIMC is who we will got to for any support.

NEW AGENTS

A new agent includes their direct deposit information in the initial onboarding paperwork. They do not need to do anything in the portal unless there is an update or change in their direct deposit.

 

See attached the form to send to the carrier. Send to [email protected] or [email protected]. If you do not hear back you can reach out and call.

HOW TO SEND/SUBMIT THE CONTRACT

Aetna MA has an online contracting link for the agent to complete. To send a link:

1. Log into Producer World using Dustin’s log in saved in 1Password.

2. Click Ready to sell then Individual Medicare under Onboarding

3. Click Manage Downline Onboarding under Manage downline cases

4. A new tab will open to the Onboarding System

5. Click the “+” in the top righthand corner and choose Individual Invitation

6. Enter the Agent’s Last Name, First Name and Email

7. The page will reload and you will be able to “Search for a Recruiter”

 

FOR PRINCIPAL/AGENCY

• Search for and Select the agent/agency’s immediate upline as the Recruiter

• On New Producer Level, most agencies are set up as an AG4 unless discussed otherwise.

• Click Create and an onboarding link will be generated.

• Within the contracting link the Agent will be asked if they will be contracting as a principal of an agency and you will need to say yes to be set up correctly.

• Only one link needed for both to be set up.

 

FOR LOA

• Search for and Select the agency where the agent’s commissions will be paid as the Recruiter

• Their New Producer Level will be LOA.

• Click Create and an onboarding link will be generated.

• Within the link the Agent may be asked if they will be contracting as a principal of an agency and you will need to say no to be set up correctly

 

FOR INDIVIDUAL

• Search for and Select the agent’s immediate upline as the Recruiter

• On New Producer Level, most agents are set up as an AG4 unless it is discussed otherwise.

• Click Create and an onboarding link will be generated..

• Within the link the Agent will be asked if they will be contracting as a principal of an agency and you will need to say no to be set up correctly.

The contracting link will come from Aetna Medicare Onboarding: [email protected]

Once contracting link is completed it can take 5-7 business days to be onboarded, but agent will not be RTS until certifications are completed.

 

CERTIFICATIONS

Agents will then use this link and the steps below to complete or transmit their AHIP and then complete Aetna’s Certifications:

• You will need register and create a new account with Aetna’s certification system then log back in.

• Once logged in you will scroll down to My Certifications and click PY Aetna Individual Medicare Certification

• Once on the certification page, you will click AHIP Medicare Training.

• This will take you to the AHIP page where you will login or create a new account

• Once your account is created or you have logged in, you will be directed to the Medicare Course Home page where you will complete all of the AHIP modules from there or transmit your AHIP to Aetna.

• Once your AHIP is complete or transmitted, please send me a copy of your AHIP certificate, and then you will ‘return to Aetna’ and complete their modules under Individual Core Medicare Training.

 

Quirks & Tips:

• Within the Recruiter Name Search, if the agency does not appear when typing the agency’s name, try the agency’s NPN or TIN. If the agency still does not show up, and you know they are appointed and active, try logging out and starting the process over.

• Their NPN will be their writing number

• Agents have to register on producer world then they will have access to their onboarding/ contracting link

• Each link has its own OB code (ex. OB-123456)

• If there is an open invitation already linked to the agent, the agent will need to cancel it before they are can complete the one we sent.

• If the agent does not complete their link in one sitting they can access it again by following the steps below.

• Log into Producer World using Dustin’s log in saved in 1Password.

• Click Ready to sell then Individual Medicare under Onboarding

• Click on “Go to your Onboarding Case” under Complete your case

• Click on blue, hyperlinked case OB-XXXX under section “Open Cases Assigned to Me”

• The agent will need to make sure each tab in the onboarding case is completed and saved before submitting.

• On Aetna RTS report:

• Column F confirms Agent Level

• Column AB Direct Upline/Payee for LOAs

• Column I confirms RTS status

NEW AGENTS

A new agent includes their direct deposit information in the initial onboarding paperwork.

They do not need to do anything in the portal unless there is an update or change in their

direct deposit.

 

TO UPDATE EFT

If an agent needs to update or change their direct deposit, have them follow the instructions

below:

1. Log in to Aetna Producer World

2. Click on Compensation and reporting in the purple banner

3. Select “Direct Deposit/EFT & tax forms” under Resources

4. Select “Direct Deposit (EFT) Authorization Form”

5. Complete the form as needed

6. Click Submit

The direct deposit is processed in 2 pay cycles.

An agent’s direct deposit can also be updated through an EFT authorization form. Email the complete form to [email protected]

*Be sure to see the forms and templates in the assets folder (links here: Change Form & Membership List Sheet)

 

INDIVIDUAL BOB TRANSFER

1. Complete the Agent of Record Change Form.

2. Complete the AOR Membership List.

3. Submit your request with supporting documentation to [email protected].

4. After receiving approval of your request:

5. Send a letter to every member affected by the change that includes the name of the new agent/agency, and the effective date of the change.

 

AGENCY ACQUISITION

Complete the Agency Acquisition Notification form and submit it to [email protected]. Purchase agreement needed.

NOTE: The member notification process outlined in the Individual Agent of Record Changes section does not apply when enrollments are completed telephonically by LOA agents, i.e. there’s no direct relationship with the member.

To determine if it is an Individual Book of Business Transfer or an Agency Acquisition, ask:

1. If the agent has an agency – who is AOR on all the business?

2. Is there any business under the agent as the individual or only the agency?

HOW TO ACCESS

1. Log in to Aetna Producer World

2. Click on Compensation and reporting in the purple banner

3. Click on “Compensation Statements” under Resources

4. Click on the purple “Compensation Statements” button

5. Principals can choose to view their personal or their agency’s commission statement by selecting producer or firm

6. Agents can access their statements for the past 12 months. They’ll just select a statement date for the location they wish to view

HOW TO SEND THE CONTRACT

• Aetna Senior Supplemental has an online contracting link for the agent to complete. To send a link:
  • Log in to Aetna Senior Supplemental’s Agent Portal with the agency’s login saved in
  • 1Password.
  • Click Agent Management
  • Click on New Agent > Onboarding agents located under Downline Agent on the right-hand side

 

FOR PRINCIPAL/AGENCY

• Move type from Agent to Entity
• Enter agency’s name, phone number and email address.
• Contract Type: GA
• Sales Channel: Individual
• Click ‘Start the Process’
• Select Agent’s resident state

 

FOR LOA AGENTS/AGENTS DIRECTLY BELOW AN AGENCY

• Log in to Aetna Senior Supplemental’s Agent Portal with the agency’s login.
• Under My Tools, click Agent Onboarding
• Click ‘Contract New Agent’
• Leave type as Agent
• Enter agent’s name, phone number and email address.
• Contract Type: LOA
• Sales Channel: Individual
• Commission Level: 01
• Click ‘Continue’
• Specify Advancing amount or keep the option turned off
• Enter the agent’s immediate upline’s agent number and click Go to confirm the correct agency generates
• Click Initiate

 

FOR AN INDIVIDUAL

• Leave type as Agent
• Enter agency’s name, phone number and email address.
• Contract Type: GA
• Sales Channel: Individual
• Commission Level: most agent/agencies are set up at street level (08) unless it is discussed otherwise.
• Click ‘Continue’
• Specify Advancing amount or keep the option turned off
• Immediate Upline should read Carolina Senior Marketing
• Click Initiate

Contracting link will come from [email protected].

Note: We are not notified when a contract has been completed or processed. Make a note to check on the contract so that you know if they are RTS.

 

Quirks & Tips:

Contracting link will come from [email protected].

• Reference number will be generated and will be needed to access link again if not completed in one sitting.
• Once contract is submitted contract can take 7-10 business days for agent to be RTS
• Writing number begins with GNW
• Principal and agency will have separate writing numbers.

INSTRUCTIONS

Agents can update their EFT information in the agent portal.

1. Login to the agent portal

2. Select Agent Management

3. Click on Update EFT on the right

4. Click on the Edit icon

5. Make the necessary changes and click Submit

INSTRUCTIONS

No specific certifications for Med Supp

Will need to have up to date AML to sell Final Expense products. Aetna Senior Supplemental requires proof of AML training completion within 2 years prior to submitting new business for covered products.

HOW TO ACCESS

To access Aetna Senior Supplemental’s Commission Statements:

1. Log in to Aetna Senior Supplemental’s agent portal:

2. In the top tool bar, select My Business then select Commissions Dashboard in the drop down

3. On the Commission Dashboard, you can view statements under My Commissions – Current or view CLI FE Protections Series and ACC FE commissions separately

HOW TO SEND THE CONTRACT

• Aetna Senior Supplemental has an online contracting link for the agent to complete. To send a link:
• Log in to Aflac’s Agent Portal with the agency’s login saved in 1Password.
• Under Quick Links, click Agent Onboarding
• Click ‘Contract New Agent’

 

FOR PRINCIPAL/AGENCY

• Move type from Agent to Entity
• Enter agency’s name, phone number and email address.
• Contract Type: GA
• Sales Channel: Individual
• Click ‘Start the Process’
• Select Agent’s resident state
• Commission Level: most agent/agencies are set up at street level (08) unless it is discussed otherwise.
• Click ‘Continue’
• Specify Advancing amount or keep the option turned off
• Then click ‘initiate welcome e-mail’

 

FOR LOA AGENTS/AGENTS DIRECTLY BELOW AN AGENCY

• Log in to Aflac’s Agent Portal with the agency’s login.
• Under Quick Links, click Agent Onboarding
• Click ‘Contract New Agent’
• Leave type as Agent
• Enter agency’s name, phone number and email address.
• Contract Type: LOA
• Sales Channel: Individual
• Click ‘Start the Process’
• Select Agent’s resident state
• Commission Level: 01
• Click ‘Continue’
• Specify Advancing amount or keep the option turned off
• Enter the agent’s immediate upline’s agent number and click Go to confirm the correct agency generates
• Click ‘initiate welcome e-mail’

 

FOR INDIVIDUAL

• Leave type as Agent
• Enter agency’s name, phone number and email address.
• Contract Type: GA
• Sales Channel: Individual
• Click ‘Start the Process’
• Select Agent’s resident state
• Commission Level: most agent/agencies are set up at street level (08) unless it is discussed otherwise.
• Click ‘Continue’
• Specify Advancing amount or keep the option turned off
• Then click ‘initiate welcome e-mail’ Contracting link will come from [email protected].

Quirks & Tips:

• Reference number will be generated and will be needed to access link again if not completed in one sitting.
• Principal and agency will have separate writing numbers.
• Once contract is submitted contract can take 7-10 business days for agent to be RTS

HOW TO UPDATE

Agents can update their EFT in the agent portal.

1. Log into the agent portal

2. Click on Agent Management

3. On the right-hand side, select Update EFT

4. Select the edit icon

5. Make the necessary changes and save

INSTRUCTIONS

No specific certifications for Med Supp.

Will need to have up to date AML to sell Final Expense products. Aetna Senior Supplemental requires proof of AML training completion within 2 years prior to submitting new business for covered products.

HOW TO SEND THE CONTRACT

AIG contract can be sent through Surance Bay to the agent to review and submit.

1. Login to the Surance Bay app
2. Search for the agent in the active producers search box and double click their name
3. Make sure all tabs at the bottom have green check and that information is updated
4. For Principal/Agency:
5. Make sure agent DBA reads Business Entity before accessing contract.
6. Only one contract needed for both to be set up and both agent and agency will have writing number.
7. For LOA:
8. Make sure agent DBA reads solicitor to the correct agency
9. For Individual:
10. Make sure agent DBA reads Individual before accessing contract.
11. Click Appointment Requests then New Request
12. Select AIG – GIWL
13. Make Sure Contract bubble is filled in and click Next
14. Select States and Fixed Life and click next
15. Click Request Review in red and enter the agent’s email address. This will send the contract to the agent from Surance Bay.

You will then email the agent that they should soon receive the AIG contracting link from Surance Bay, [email protected], and to let you know once the link is completed.

You will know the contract has been submitted once Agent Pipeline reaches out requesting levels for the agent’s contract. You will provide the levels and continue to see it through.

HOW TO UPDATE

The agent will need to complete the attached form and submit it to the carrier.

Submit via fax 1-877-484-3142 or email [email protected]. The agent may have to call to confirm the update.

INSTRUCTIONS

AIG requires proof of AML training completion within 1 year prior to submitting new business.

INSTRUCTIONS

AHP has a two-step contracting and certification process to get agents appointed and ready to sell. Agents will need to have a copy of their E&O certificate, NC insurance license and their AHIP to upload into the system.

Agents will need the instructions below to contract:

Thank you for your interest in appointing with Alignment Health Plans! AHP has a two-step certification process to get you appointed and ready to sell. I have listed out the steps below as well as bolded important details you do not want to look over.

Please remember to have a copy of your E&O certificate, NC insurance license and your AHIP to upload into the system.

• First, you will need to complete your online registration and annual certifications.
• To begin your online registration, go to: Alignment Health Plan
• Click on the agent tab
• Click on ‘Need to certify?’ Enter your NPN number then select Alignment Health Plan
• On the General Info tab, you will enter your individual information then under “Contracted Agency Affiliation” you will enter Carolina Senior Marketing, select North Carolina then continue
• You will then need to upload your NC license, E&O and AHIP Certification
• On the AOC Agreement Tab, your signature is needed as your commissions will be paid to CSM and we will pay them out the way you are currently set up
• Then you will move on to the training video and Exam. A minimum score of 85% is required to complete certification and three attempts are permitted
• Once you have passed you will complete your registration!

• Second, you will need to attend an In-Person or Virtual training.

  • Please go to www.alignmenthealthplan.com, click the agent tab, then click “RSVP Now”

    to register for an Open Training Session by Alignment

NOTE: Direct pay agents and principals have the option to opt-in to direct deposit. First,

you will need to enable direct deposit in the agent portal then send the agent the instructions

below.

 

HOW TO OPT INTO DIRECT PAY

We have enabled you to opt into direct deposit. This will be available to you for 30 days. If you have not opted into direct deposit by then, you will continue to be paid by CSM. You can always reach back out to us to enable direct deposit at any time.

1. Log in to the Alignment Health Broker Portal

If you do not know your password choose “forgot password” and follow the directions to get login access

2. Navigate to the My Commissions tab in your Alignment Broker Portal dashboard.

Choose “Enable Direct Pay” to connect to e123 sign up or if you do not see that as an option choose “Connect to E123”

3. Choose “Portal Overview” and here you will find steps for what is required to activate direct pay (also listed below).

 

Step 1– You will need to Submit a W-9

• Navigate to the ‘Documents’ section directly from the Portal Overview page or go back to the home page and choose ‘Statements and Documents’ (Select “W-9 Form” as the document type.)

Step 2– Submit your Joinder Agreement Form (your personal information)

• Download, complete, and sign your Agent Joinder Agreement. Upload it to the Documents

section. (Select “Direct Pay Agreement” as the document type.)

Step 3– Add the bank account

• To add a receiving bank account, click on Bank Account from the home page.

 

After completing these steps, expect an email from [email protected] confirming your Opt-in Status or addressing any missing or incomplete information.

Make a subtask for 30 days out to confirm if the agent has opted into direct deposit. If they have, change the agent level in Asana to AGENT and notify Lauren to make that change in Connect. If they have not, their level will remain LOA.

INFORMATION

Agents’ individual commissions are paid to Carolina Senior Marketing and then we pay out commissions to the agent. If an agent wishes to update their direct deposit, have them complete the Jot form linked below.

https://form.jotform.com/250483667504057

If an agent is direct pay and would like to opt into Direct Pay with Alignment Healthcare you can send them the instructions below. Confirm this has been added under the Commissions tab in CSM’s portal. You can choose to disable this option for an agent by choosing ‘Disable Opt In Direct Pay’ in the commissions section as well. Disabling will ensure that CSM is being payed even if the agent opted in.

 

HOW TO OPT IN TO DIRECT PAY

1. Log in to the Alignment Health Broker Portal

• If you do not know your password choose “forgot password” and follow the directions to get login access

2. Navigate to the My Commissions tab in your Alignment Broker Portal dashboard.

• Choose “Enable Direct Pay” to connect to e123 sign up or if you do not see that as an option choose “Connect to E123”

3. Choose “Portal Overview” and here you will find steps for what is required to activate direct pay (also listed on the next page).

• To add a receiving bank account, click on Bank Account from the home page

After completing these steps, expect an email from [email protected] confirming your Opt-in Status or addressing any missing or incomplete information.

INSTRUCTIONS

AHP has a two-step contracting and certification process to get agents appointed and ready to sell. Agents will need to have a copy of their E&O certificate, NC insurance license and their AHIP to upload into the system.

Agents will access their certifications in the portal, upload their documents (E&O certificate, NC insurance license and your AHIP) and complete the annual training.

1. Go to Alignment Health Plan

2. Click on the agent tab

3. Click on ‘Need to certify?’ Enter your NPN number then select Alignment Health Plan

4. On the General Info tab, you will enter your individual information then under Contracted Agency Affiliation you will enter Carolina Senior Marketing, select North Carolina (and additional states you are licensed in) then continue

5. You will then need to upload your NC license, E&O and AHIP Certification

6. On the AOC Agreement Tab, your signature is needed as your commissions will be paid to CSM and we will pay them out the way you are currently set up

7. Then you will move on to the training video and Exam. A minimum score of 85% is required

to complete certification and three attempts are permitted

8. Once you have passed you will complete your registration!

 

Second, you will need to attend an In-Person or Virtual training.

Please go to Alignment Health Plan, click the agent tab, then click “RSVP Now” to register for an Open Training Session by Alignment

INSTRUCTIONS

Ambetter does not appoint direct pay agents or agencies. All agents will be set up as LOA to Agent Pipeline and Agent Pipeline will pay out commissions how we instruct.

 

Request the contract link to be sent to the agent through Agent Pipeline’s new onboarding spreadsheet that is specific to Ambetter requests (attached).

 

You will need to get the membership goals and states from the agent prior to completing the spreadsheet. Commissions will pay to AP and then to respective agent/agency.

 

Details to completing the speadsheet are in the screenshot below.

 

Upload the spreadsheet here.

 

Once request is sent to AP and they have the contracting link sent from Ambetter, the

agent will receive a link from [email protected] to complete.

 

Once the contract is submitted by the agent it will take 5-7 business days to process.

 

Quirks and tips:

• The link will expire within 5 days of email receipt date.

• Agent must ensure they are properly FFM certified. Their NPN must appear on the CMS locater as they do not accept FFM certificates.

 

 

Column Definition Screenshot

INSTRUCTIONS

Agent Pipeline pays out Anthem U65 commissions to the agent or respective agency. To update an agent’s direct deposit, they will need to complete the Agent Pipeline EFT link

below. The agent will upload the necessary forms within the link.

 

Form Link

INSTRUCTIONS

Brokers who wish to sell ACA marketplace products must hold a Federally-Facilitated Marketplace (FFM) certification.

 

To check if an agent is certified, go here and type in their NPN. If the current year is listed, they have completed training. If not, they will need to complete the FFM in order to sell.

 

Please note that some states have their own state-specific marketplace training. Agents will be responsible to complete the respective training for the states they are licensed in

and wish to sell in.

PROCESS

All commissions are paid out by Agent Pipeline to the EFT we submit on behalf of the agent. This can be for the agent directly or to an agency depending on how the agent typically

gets paid.

INSTRUCTIONS

We will now submit Ameritas contracts to Ameritas directly.

 

Street level – Wholesale SUB-GA Packet 33-3

LOA – Wholesale Appointment Packet LOA

 

FOR STREET LEVEL AGENTS

1. Enter your name on the blank on page 1

2. Scroll down to page 9 and complete the information under Agent Signature

3. Jump down to page 13 and complete the Appointment Application with your information, answer the questionnaire, and sign and date at the bottom.

4. On page 17, complete the information under Producer

5. On page 18, sign the background authorization

6. Sign and date on page 20

7. Jump down to page 33 and complete the W9

 

FOR PRINCIPALS/AGENCIES

1. Enter your name on the blank on page 1

2. Scroll down to page 9 and complete the information under Agent Signature

3. Jump down to page 13 and complete the Appointment Application with your information.

• When asked how you want commissions to be paid, select Agency. Include your agency Tax ID, answer the questionnaire, and sign and date at the bottom.

4. On page 17, complete the information under Producer and include your business name as well

5. On page 18, sign the background authorization

6. Sign and date on page 20

7. Jump down to page 33 and complete the W9 with your agency information

 

FOR LOA AGENTS

1. Complete the Appointment Application with your information, answer the questionnaire, and sign and date at the bottom.

2. Scroll down to page 6 and sign under Producer

3. Sign and date on page 7

With each contract, you will need to include a hierarchy schedule form located in dropbox. The agent’s name and percentages will be in the Level 1 Primary Writing Agent fields. The agent’s immediate upline will be Level 2 – Sub GA 2 (you will need to include the upline’s percentages as well). All completed agent paperwork should be sent to their Licensing team at LC@ameritas.com for processing.

 

Note:

Street – 33/3%

LOA – 0/0%

 

Note: Agents who have written business moved with us when we aligned under Integrity. Agents who did not write business, would need a hierarchy form in order to move under CSM when they write.

HOW TO MAKE UPDATES

Banking updates can be made in the agent portal.

 

1. Login to the Ameritas Agent Portal

2. Click on the Compensation tab

3. Scroll down to Electronic Funds Transfer and click Update

4. Make the necessary changes and click Continue

INSTRUCTIONS

All agents will be set up as LOA to Agent Pipeline and Agent Pipeline will pay out commissions how we instruct. Request the contract link to be sent to the agent through Agent Pipeline’s onboarding spreadsheet. You will select Add Carrier and fill in all necessary fields.

• Upline: Agent Pipeline
• Level: LOA to AP
• Payee: AP to direct pay/agency

Upload the spreadsheet here

“I have requested an Anthem MA contracting link to be sent to you. It will come from [email protected]. Please let me know when you have completed the contracting link.”

HOW TO UPDATE

Agent Pipeline pays out Anthem U65 commissions to the agent or respective agency. To update an agent’s direct deposit, they will need to complete the Agent Pipeline EFT link below. The agent will upload the necessary forms within this link.

INSTRUCTIONS

Agents will need to have take their FFM certification. To check if an agent is certified, go here and type in their NPN. If the current year is listed, they have completed training. If not, they will need to complete the FFM in order to sell.

CONTRACTING/CERTIFICATION OVERVIEW

1. Create Case in Case Management
2. Agent receives Workday training (Zoom or Online) & exam link from Charles within 10 business days. (See attached Job Aid)
3. Agent is loaded to Workday.  Agent receives 2 emails
4. User Name: NPN and YOUR NPN number, no spaces. Example NPN1234567
5. Password
6. 10am the next day agents should be able to log into their account and access their learning materials.
7. Agent is required to complete Vendor Training & Exams.
8. Account is active for 60 days.
9. Once you start, if you don’t finish and the system times out this counts as an attempt
10. Agents are given 3 attempts at an 80% or higher.
11. Agent is sent contract
12. You will now be moved over to our Producer Operations team for appointment.  Be on the lookout for an Echo Sign Contract from Producer Operations.  It needs to be signed within 48 hours, if not, the contract will time out and need to be requested again. If you don’t see it in your inbox please be sure to check your spam and junk mail.  Please let me know when you have signed it. Please allow 10-15 business days.

 

HOW TO SEND/SUBMIT THE APPOINTMENT REQUEST:

BCBS NC 065 has an online contracting link for CSM to complete:

1. If the agent has not completed the current year AHIP do not proceed. They must have the AHIP completed to begin.
2. Log in to https://bluecrossnc.com/agents
3. In the top right corner, click Case Management (it will open a separate tab).
4. Click on New Case.
5. Click Agent Appointment Request.
6. Type Carolina Senior Marketing into agency name and CSM’s ID (A0035747)
7. For an O65 Appointment Request, select:

– Med Supp/Part D (O65): Individual Business

– Med Advantage (O65): Individual Business

– Dental Standalone:Individual Business

– Experience Health: Individual Business

1. Click Submit in lower right corner.
2. Fill out required agent’s information using submitted Asana form or Connect depending on where they’re coming from.
3. If you are not sure on the Gender Identity/race/military questions, put ‘declined to provide’
4. Add AHIP certification completion date even though it does not have required*
5. Once you have filled out all required information, click Submit in bottom right corner.
6. Upload copy of their current AEP year AHIP and license on the submitted screen

 

Quirks & Tips:

1. CSM’S ID for BCBS NC is not the P number (A0035747)
2. Under Line of Business, do not select Grange or Group products
3. NIPR # is agent’s NPN

 

Blurb for agent:

Thank you for your interest in appointing with BCBS NC for their Over 65 segment!  Your BCBS NC O65appointment request has been submitted to the carrier for review.

Once processed, they will be creating you a Workday Account that will allow you to complete their online training and exams needed to be ready to sell for MAPD.

Please be on the lookout for an email from Charles Washington, [email protected], confirming you have been set up for the O65 online training, as well as the emails from [email protected] with your link, username and temporary password. If you have not received either of these emails in 10 business days, please check your junk/spam and let us know.

Once all training has been completed and exams passed, your BCBS NC appointment request will then be moved to the Producer Operations team for appointment and an Echo Sign Contract from Producer Operations will need to be signed electronically.  It can take up to 15 business days from when you completed certifications to receive this final step.

Please let us know if you have any questions throughout this process

Thank you,

 

CERTIFICATIONS FOR NEW AGENTS

As of 2025, BCBS NC O65 certifications are completed through Workday. Once we’ve submitted, the agent’s appointment request, Charles Washington, [email protected], will send the agent an email confirming they’ve been set up for the O65 online training. They will also receive two emails from [email protected] with their link, username and temporary password. I’ve attached the Job Aid to help walk them through the training/exams.

If they cannot locate their Workday emails in their inbox or spam/junk folder and we know Charles has set them up, please have them accessing their Workday account through the following link, https://wd5.myworkday.com/wday/authgwy/bcbsnc/login.htmld?redirect=n, to reset their password by using “forgot password” and using NPN + their NPN number, no spaces. (Example: NPN1234567) as their username or call the Agent Contact Center at 888-868-5598.

 

RE-CERTIFICATION PROCESS 

BCBSNC only requires agents to complete and transmit their AHIP and attend one of their virtual MAPD kick-off meetings. Depending on the year, the virtual meetings may not be mandatory.

 

Below is the link to transmit your AHIP to BCBSNC:

https://www.ahipmedicaretraining.com/clients/bcbsnc

 

NOTE: Certification requirements change each year with BCBSNC. So be sure to reach out to BCBSNC with the updated requirements and then update the email accordingly with event dates or additional details.

All commissions are paid to Carolina Senior Marketing who then pays out agents’ commissions around the 20th of each month.

To Update Banking Information with Carolina Senior Marketing:

Please use the jot form here to update your information with CSM: https://form.jotform.com/250483667504057

Form will go to [email protected]. Upload PDF of form in Connect and let Katie know.

All commission statements are sent from Carolina Senior Marketing to the payee around the 20th of each month.

PROCESS

Complete the BCBS NC Producer Termination Spreadsheet with the agent who is selling their business and the agent who the agent’s business will be moved to and email the spreadsheet to [email protected].

The agent who is selling their book’s appointment will be terminated.