Contracting Information A-L

To get started with BBI complete then Contracting Request Form. You will receive an invitation with a link to begin contracting within a couple days. Click on the link to begin contracting. 🔗 START 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 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 BBI 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.

Transfer/Release Policy

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 BBI after a 3-month interim period.

Demographic Changes

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 [email protected]. Normal business hours are 8 a.m. to 8 p.m. ET from Monday – Friday.

EFT Changes

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 [email protected]. Normal business hours are 8 a.m. to 8 p.m. ET from Monday – Friday.

Add Non-Resident State

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 [email protected], and include your name, NPN, non resident license, and state you would like to be appointed in.

Some state appointments are processed just in time, and others need an appointment prior to submitting business. Review Aetna’s Pre-Appointment State List

Assignment of Commissions

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 BBI. BBI 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.

Aetna ACA

TOP

Contracting

To get started with BBI complete then Contracting Request Form. You will receive an invitation with a link to begin contracting within a couple days. Click on the link to begin contracting.

🔗 START CONTRACTINGFAQ

Adding Aetna ACA Existing Broker or Aetna ACA New Broker and choose Guru Marketing as your upline.

Transfer/Release Policy

BBI is partnered with our Agility for us to offer this carrier to our agents. To request a release send an email with the request to [email protected].

Demographic Changes

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 [email protected]. Normal business hours are 8 a.m. to 8 p.m. ET from Monday – Friday.

EFT Changes

Log into Producer World https://www.aetna.com/about-us/login.html. Click 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 [email protected]. Normal business hours are 8 a.m. to 8 p.m. ET from Monday – Friday.

Add Non-Resident State

To do an add state email Aetna at [email protected] with a license copy and your NPN in subject line.

Assignment of Commissions

Your Paragraph text goes Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae. here

Aetna Med Supp

Contracting

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

Aetna Med Supp Directory

Aetna Med Supp Producer Guide 4/27/2020

Transfer/ Release Policy

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.

Add Non-Resident State

To add a state log in to https://www.aetnaseniorproducts.com/ssi/index.html, select under Agent Management, then add state through Appointment Request.

EFT Changes

To change your EFT, complete the EFT form. Either fax 855-571-3847 or electronically send to Aetna Med Supp. To electronically submit log into https://www.aetnaseniorproducts.com/ssi/index.html, select My Tools, Agent Maintenance. Request type is Agent Maintenance, Select Agent Number, upload EFT form, and submit.

Aflac

Contracting

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.

The email will be from [email protected] 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.

Transfer/Release Policy

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.

Add Non-Resident State

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 [email protected] and other various licensing questions as well.

EFT Changes

Aflac EFT changes can be made on https://www.suppinsadmin.com/ssitpa/tpaSecure/afl/aflHome.html.

AIMC - ACE, MIAC, Woodmen Life

Contracting

Thank you for your interest in marketing AIMC – ACE, MIAC, Woodmen Life through Applied General Agency. AIMC uses an online contracting system and we will need some information to get the process started.

Transfer/Release Policy

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

To begin a transfer please email the intent statement to [email protected] and [email protected]. The letter of intent is a statement in the body of your email. Please state your name, NPN, your request to transfer to BBI, 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,

Add Non-Resident State

Email [email protected] 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#.

EFT Changes

Email [email protected] and indicate what the changes are. Include your name, NPN and indicate the carrier(s) you are making the change for.

Allstate Health

Contracting

Begin contracting by using the following contracting link: BBI/Allstate Health Landing Page CHECK THIS ONE!!!!

Transfer/Release Policy

Releases are handled on a case-by-case basis. If you are unable to complete your online contracting link contact [email protected], state that you are contracting under BBI, and you will be advised on how to move forward.

Ambetter ACA

Contracting

Thank you for your interest in contracting with Ambetter ACA . BBI is partnered with Agility for us to offer this carrier to our agents. To get started log into your BBI portal and obtain a 5.6 Carrier Request Form and send it to [email protected]. You will find this form in your BBI 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.

Transfer/Release Policy

All agents must complete the Ambetter Broker Release Form and submit to Ambetter for review and approval. Forms should be submitted to [email protected]. Please Cc [email protected] & [email protected] 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

Demographic Changes

Email changes to [email protected] & [email protected]

EFT Changes

Changes can be made by contacting [email protected]

Add Non-Resident State

Email changes to [email protected] & [email protected]

American Benefits Life - Liberty Bankers

Contracting

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.

Transfer/Release Policy

TRANSFER RULES

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.

Demographic Changes

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.

EFT Changes

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.

Add Non-Resident State

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.

Ameritas Dental and Vision

Contracting

Thank you for your interest in contracting with Ameritas. To get started please complete the Ameritas BBI Agent Contract via DocuSign. Be prepared to upload a void check and a letter of explanation if needed. Your contract will be sent to BBI and Ameritas immediately after submission for processing. After processing Ameritas will send a welcome letter that includes your writing number and custom URL.

Ameritas BBI Agent Contract CHECK THESE LINKS TOO!!!!

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

Transfer/Release Policy

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 BBI Agent Contract via DocuSign. Be prepared to upload a void check and a letter of explanation if needed. Your contract will be sent to BBI and Ameritas immediately after submission for processing. After processing Ameritas will send a welcome letter that includes your writing number and custom URL.

Ameritas BBI Agent Contract

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

Demographic Changes

Email [email protected] with your demographic changes

EFT Changes

Complete EFT changes on www.producerportal.ameritas.com

Add Non-Resident State

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 [email protected] to add their PA appointment.

Assignment of Commissions

Coming Soon.

Anthem Blue Cross and Amerigroup

Contracting

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.

The Anthem email will be from [email protected] 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’.

Anthem Walkthrough: Anthem submission guide

If logging in using the link in the email notification received from [email protected], 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 BBI it is very important to select to sell the Senior line of business.

Commission selection – State selection needs to be complete to view all options
Broker – Direct pay to agent
Parent Agency – Commissions are paid to BBI, and BBI will pay you
3 Tier Broker Owned Agency – Commission paid to the corporation you own
3 Tier Agency – Not Common – You are assigning your Anthem/Amerigroup commissions to a third party that is currently contracted with Anthem.

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.

Transfer/Release Policy

If you are currently contracted with Anthem through another agency you will need to submit a new agent contract under BBI using the above instructions.

In addition to the paperwork, there are two ways to transfer to BBI. CHECK THIS WHOLE PARAGRAPH!!!

Immediate transfer: Submit your BBI/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 BBI/Anthem contract. After three months you will need to send a new BBI/Anthem contract. You will be sent an email from Anthem notifying your three months has passed. Email that email to [email protected] 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:

Upline Agency denial of agent release requests that are submitted between January 2 and June 30 will have a waiting period of 90 days.
Upline Agency denial of agent release requests that are submitted between July 1 and September 30 will be subject to a black out period during AEP. Agents will be able to re-apply for relationship change beginning January 2.
A limit of one release every 12 months will be accepted for all agents without an approval from the current Upline Agency (subject to waiting peiods)

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.

Demographic Changes

See Anthem Demographic-EFT-Commission Pay Structure.

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.

EFT Changes

See Anthem Demographic-EFT-Commission Pay Structure.

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.

Add Non-Resident State

To add a state new contracting forms will need to be submitted. Follow initial contracting instructions for Anthem as described above.

Fee Schedule

Assignment of Commissions

See Anthem Demographic-EFT-Commission Pay Structure.

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’.

Anthem ACA

Contracting

Thank you for your interest in contracting with Anthem ACA . BBI 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 BBI portal and obtain a 5.6 Carrier Request Form and send it to [email protected]. You will find this form in your BBI 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.

Transfer/Release Policy

Demographic Changes

Email [email protected] with changes.

EFT Changes

Complete the ACA EFT form via DocuSign CHECK THE LINK!!!

Add Non-Resident State

Email [email protected] with changes.

Bankers Fidelity

Contracting

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 BBI downlines will use to contract with Bankers:

https://surelc.surancebay.com/sbweb/login.jsp?branchEditable=off&branchRequired=off&branch=Applied%20General%20Agency%20Inc.&branchVisible=on&gaId=238&gaName=Premier%20Companies CHECK THIS LINK!!!!

If you are new to SuranceBay here is a SuranceBay User Guide.

Transfer/Release Policy

To transfer your Bankers Fidelity appointment to BBI 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 BBI downlines will use to contract with Bankers:

https://surelc.surancebay.com/sbweb/login.jsp?branchEditable=off&branchRequired=off&branch=Applied%20General%20Agency%20Inc.&branchVisible=on&gaId=238&gaName=Premier%20Companies

CHECK THIS LINK TOO!!!!!

SuranceBay User Guide.

Demographic Changes

Email [email protected] and [email protected] with agent name, writing number, and what is changing

EFT Changes

Bankers direct deposit form completed and emailed to [email protected] and [email protected] with agent name, writing number

Add Non-Resident State

Email [email protected] and [email protected] with agent name, writing number, and states to add.

Assignment of Commissions

Bankers Assignment of Commissions form completed and emailed to [email protected] and [email protected] with agent name, writing number.

BCBS AR

Contracting

Thank you for your interest in contracting with BCBS AR. To get started please complete the Request link via DocuSign. BBI 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.

BCBS AR Request CHECK THE LINK!!!

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

Transfer/Release Policy

If you are currently contracted with another upline please complete the BCBS AR Hierarchy Form, and return it to [email protected]. 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 [email protected]. 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.

Demographic Changes

Changes can be made on https://bpa.arkansasbluecross.com/s/login/

EFT Changes

Changes can be made on https://bpa.arkansasbluecross.com/s/login/

Assignment of Commission

Assignment of commissions are available

BCBS of AZ

Contracting

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.

New added users will receive a welcome email containing: Contracting Guide

Registration ID – User’s National Producer Number
Access code – BCBSAZ24
Link to registration page – https://bcbsarizona.pinpointglobal.com/Apps/Medicare/default.aspx

See BCBS AZ User Guide & BCBS AZ Contracting Guide to completing contracting

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

Transfer/Release Policy

Steps to transfer your BCBS AZ appointment

[email protected] copy of an email and/or a letter that was sent to their current FMO, requesting to be released. (Response from FMO not required). The Producer will need to have a current AZ resident license and be current with all mandatory certifications.

BBI will submit the following to [email protected] for processing.

Email stating “This is an FMO transfer request”
New Producer Upload Spreadsheet (completed by BBI)
Copy of your release request

BCBSAZ will add a new contract to our training site, Pinpoint Global, for the Producer to complete a new contract(s) under the requested FMO.
Only complete contract(s) will be submitted to our Contracting Team for processing. Please allow 7-10 business days for processing.
Once the contract(s) have been processed, the Producer will receive a Ready to Sell email.

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 [email protected] beginning January, 1 of the following calendar year.

BCBS HCSC - IL, MT, NM, OK, & TX

Contracting

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. BBI 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 ith a link from [email protected] 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. CHECK THE LINKS!!!!

Contracting Request Form: BCBS IL,TX,NM,OK,MT

Please see BCBS Onboarding Instructions for Individual or BCBS Onboarding Instructions for Corporation

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

Transfer/Release Policy

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 BBI email either the below individual or corporate termination template to [email protected] and [email protected]. BCBS will confirm your termination, and BBI 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.

Demographic Changes

Changes can be made on https://producers.hcsc.net/producers/login

EFT Changes

Changes can be made on https://producers.hcsc.net/producers/login

Add Non-Resident State

After you return the 5.6 Add Carrier Request you will receive an invitation with a link from [email protected] 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.

Please see BCBS Onboarding Instructions for Individual or BCBS Onboarding Instructions for Corporation

Assignment of Commission

AOC is not available for this carrier. As an alternative agents can be placed as LOA under BBI

BCBS of Kansas City (MO & KS)

Contracting

As of 09/17/2024 Carrier no longer contracting new agents. Blue Cross of Kansas City will be exiting the MA Marketplace at the end of the year. For this reason, we are not accepting new agents for MA specific line of business.

Thank you for your interest in marketing BCBS of Kansas City (MO & KS) through Applied General Agency.

New agents email [email protected] & [email protected] include agent name, email, NPN indicate contracting with MA under BBI.

Example: BCBS KC, My name is Toby Stark, NPN 1213, please send me a Medicare Advantage appointment under BBI-BCBS KC contracting link to [email protected].

*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.

Transfer/Release Policy

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.

An agent can request a change in upline by:

A written request to BCBS of KC ([email protected] & [email protected] & [email protected])

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

BCBS of MN

Contracting

Thank you for your interest in contracting with BCBS of MN. BBI is partnered with our Integrity Partner, IFC National Marketing, for us to offer this carrier to our agents. To get started complete the BBI BCBS of MN Request Form CHECK THE LINK!!

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.

Transfer/Release Policy

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).

BCBS of NC

Contracting

Thank you for your interest in marketing BCBS of NC through Applied General Agency. BBI 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.

To get started please complete the CSM BCBS NC O65 Appointment Intake Form.

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 [email protected] 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.

Transfer/Release Policy

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), [email protected] and [email protected]. 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

Demographic Changes

Email changes to email to [email protected], include their P# and copy [email protected]

BCBS of NE

Contracting

Thank you for your interest in contracting with BCBS NE. To get started complete the BCBS NE Contracting via DocuSign. BBI 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. CHECK THESE LINKS!!!!!

Contracting Request Form: BCBS NE Contracting

Transfer/Release Policy

Thank you for your interest in contracting with BCBS NE. BBI 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 [email protected], and state you are transferring your appointment to Premier Marketing.

Demographic Changes

Email changes to email [email protected]

EFT Changes

Changes are made on Contracting Request Form: BCBS NE Contracting

BCBS of TN

Contracting

Thank you for your interest in contracting with BCBS TN . BBI is partnered with our Integrity Partner, Agent Pipeline, for us to offer this carrier to our agents. To get started log into your BBI portal and obtain a 5.6 Carrier Request Form and send it to [email protected]. You will find this form in your BBI 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.

Transfer/Release Policy

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

Demographic Changes

Email your changes to [email protected] and state your updates for BCBS TN.

EFT Changes

Email your changes to [email protected] and state your updates for BCBS TN.

Blue Shield

Contracting

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 BBI. To align to BBI, 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.

Transfer/Release Policy

To change your upline to BBI by making changes on Blue Shield Learns. To align to BBI, 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.

EFT Changes

Complete Blue Shield EFT form then email forms to [email protected]

Assignment of Commissions

Assignment of Commission Form and submitted to [email protected]

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 BBI as long as BBI's ID is on the application. BBI 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 BBI #??????
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 [email protected] 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.

Centene - Allwell, Ascension Complete, Fidelis Care, Health Net and Wellcare

Contracting

Thank you for your interest in contracting to represent Centene – Allwell, Ascension Complete, Fidelis Care, Health Net, and WellCare plans through the BBI. You will be completing contracting through Centene’s online contracting system Ping One.

To get started log into your BBI portal and obtain a 5.6 Carrier Request Form and send it to [email protected]. You will find this form in your BBI 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 [email protected] 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.

Review Centene's Guide to Onboarding Brokers

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 [email protected] 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.

Transfer/Release Policy

If you are already appointed with Centene and would like to align under BBI, please log into your Ping One account.

Note: Agents must be contracted AND certified to initiate a transfer. If you are contracted as an LOA or Tele Digital agent you will not be able to transfer with the below instructions. LOA agents will need to terminate their existing contracts, notify [email protected] after the termination has been completed, then we will send you a new contract. In Ping One the terminate button is under My Credentials then My Status and Credentials. Tele Digital agents will need to have their upline terminate their contract, notify [email protected] after the termination has been completed, then we will send you a new contract.

See Centene Transfer Guide

Contracting Link https://desktop.pingone.com/cnc-workbench-brk
Username: NPN
Password: If you do not have your password select Forgot Password. Detailed User Guide to Sign In

Once you are logged into PingOne, select “Centene Workbench”. Click My Account then My Hierarchy Info.

Sub Type Options: Preform an upline or payment change

Upline Options: Request to Leave My Current Upline

Choose to have your commissions paid directly to you or to have BBI pay your commissions.

Search for upline: Enter Applied General Agency or NPN 6187022

Select Update

Hierarchy requests will not be approved between September 15th and December 8th.

Demographic Changes

See Centene User Guide

Contracting Link https://desktop.pingone.com/cnc-workbench-brk
Username: NPN
Password: If you do not have your password select Forgot Password. Detailed User Guide to Sign In

Once you are logged into PingOne, select “Centene Workbench”. Click My Account then Account Info or Payee Info.

An agent can add a corporation by emailing [email protected]. We will then send you a new contracting link to contract your agency. Review Centene’s Guide to Onboarding Brokers

EFT Changes

See Centene User Guide

Contracting Link https://desktop.pingone.com/cnc-workbench-brk
Username: NPN
Password: If you do not have your password select Forgot Password. Detailed User Guide to Sign In

Once you are logged into PingOne, select “Centene Workbench”. Click My Account then Account Info or Payee Info.

Add Non-Resident State

See Centene User Guide

Contracting Link https://desktop.pingone.com/cnc-workbench-brk
Username: NPN
Password: If you do not have your password select Forgot Password. Detailed User Guide to Sign In

Once you are logged into PingOne, select “Centene Workbench”. Click My Account then Account Info or Payee Info.

Active States displays which states you are currently approved to market/sell Wellcare plans.

Available States displays additional states that are available for you to add to your profile. This is based off the NIPR. It may take a few days to see a new license appear in your Available States. Before writing business you must see the state added to your Active States.

After completing selecting a state(s), select the Add Selected State button to save your changes.

Wellcare will then process any necessary appointments based on the state rules.

Assignment of Commissions

See Centene User Guide

Contracting Link https://desktop.pingone.com/cnc-workbench-brk
Username: NPN
Password: If you do not have your password select Forgot Password. Detailed User Guide to Sign In

Note: When you declare a private company to be your payee, your 1099 will be in the name of this entity. A Tax ID can only be used once as a Payee. Two brokers cannot share a Payee Profile.

Once you are logged into PingOne, select “Centene Workbench” then “My Account”. The Payee Info tab captures the name and address on file for payment. Select the Edit Payee Info tab to update your name or address. The 1099 that will generate will match the information on this screen.

To declare a private company as your payee, select the Edit Payee Info button and update the information to reflect that of your company. Name = Name of the business / private company. Address = Shipping Address. SSN / TIN = the TIN of the business / private company. Then select Save

A prompt will display to complete a new W9. The Business Entity Information will be prefilled from what was entered under the Edit Payee Info button. To make any adjustments, edit these fields.

Once the Business Entity Information is accurate, scroll down to the W-9 Information. Assign the appropriate taxation type for your private company. It is required to check the box, acknowledging that you are legally authorized to execute contracts and agreements on behalf of the company. Proceed to the Banking Information and complete all required ACH fields.
Select Continue.

The final steps are to acknowledge the W9 is accurate and complete your signature. Select the Submit button. The workflow will be completed, and your Payee Info will be updated.

Cigna Healthcare

Contracting

Thank you for your interest in marketing CIGNA through Applied General Agency. CIGNA uses an online contracting system and we will need some information to get the process started.

The email will be from [email protected], with a subject of Cigna-HealthSpring Producer Onboarding Invitation. Please be sure to check through your junk and spam folders. Click on the link to begin contracting.

See Cigna eContracting Guide

Login to Producer Express: If you do not already have an account with Producer Express, you will need to select“Get My Password” under Need a Password? Once selected, you should receive an email with a temporary password. Once logged in, you will be prompted to create a new password. If you do, enter your existing password and login under Already have a password?

Review the Getting Started page and hit Next. Read the User Agreement and check the box next to “I Agree”. Confirm your upline. You should see you are being aligned to Applied General Agency. Select No to proceed.

Complete the Producer Information section. If you have already completed your Federally-Facilitated Individual Marketplace (FFM) certification, select Yes and provide your FFM user ID. If you have not, please select No. Please keep in mind you must complete the FFM and any applicable state-based certifications prior to being considered Ready-to-Sell.

Review your Requested Appointment States. You will also see a list of any applicable New Business in Hand States. Answer the questions on the Background Information page and provide any corresponding documentation to any questions that are answered Yes. Review and Sign Documents. You will be asked to add your eSignature to the list of documents. Select I Agree to proceed. This will bring up the electronic packet for signature. Click the Click to Sign button to complete your contract. You will have the option to print a copy for your records on the next page.

Transfer/Release Policy

You can transfer your CIGNA Healthcare appointment in two ways:

If you have a letter of release from your previous upline, you qualify for an immediate transfer. If you’re unsure who your current upline is, you can confirm this with Carl at [email protected].
1. If you do not have a release or are in the process of obtaining one, you can start a delayed 90-day release

To begin an immediate transfer, complete a new contract under BBIby submitting a carrier request form and submit a letter of release to [email protected] and [email protected]. The letter of release must be signed by your top hierarchy and dated within the last 60 days. There is an immediate transfer blackout period from September 15 to December 31.

To start a 90-day release, complete the CIGNA Self-Release from Topline Form via DocuSign. This form serves as your notice of intent to change to a new sales hierarchy and initiates a 90-day waiting period. Once the waiting period is over, you must complete a new contract with BBI within 60 days. If you miss this deadline, you will need to submit a new request, undergo a qualification check, and start a new waiting period. The 90-day period officially begins when the CARL email box receives your form. You can continue to sell during this waiting time. To ensure your changes are effective for the Annual Enrollment Period (AEP), submit your delayed release by July 15 and complete your new contract before October 15. CHECK THE LINK!!!!

Agents are allowed to change their topline agency once per calendar year.

EFT Changes

Complete the CIGNA EFT Form and email to [email protected]

Add State

Email a copy of your license to [email protected]. Please include your name and NPN in the body of the email.

The only states that are pre-appoint for MAPD are AL, OK, OR, PA, and WA.
All other states are Just in Time (JIT) states so appointments for those states will not be placed until after the agent has submitted their first enrollment.
As a reminder, the agent must be contracted, certified, and licensed prior to making a sale in any JIT state.

Cigna Med Supp

Contracting

Thank you for your interest in marketing CIGNA Med Supp through Applied General Agency. This appointment is for Med Supp and does not include PDP. For PDP contract with CIGNA Healthcare.

Complete the CIGNA Med Supp Contract via DocuSign. Please have your license(s), E&O, and void check ready to upload.

State appointment fees are required when the agent is appointed with the insurance company. Separate fees are required for each insurance company you will represent. Payment of the appointment fees will be debited from your commission account. If appointments requested in MT, OK, PA or TX, you will be appointed immediately. See Pre Appointment states for CIGNA Med Supp.

CIGNA Med Supp Contract Direct Pay – Carrier will pay commissions to you or to a corporation you own. CHECK THE LINK!!!

(Not Common) CIGNA Med Supp Contract In direct Pay – Your commissions will be paid by a third party designated by you. The third party must be currently contracted with CIGNA Med Supp and under BBI. On the DocuSign landing page complete the Assignee section. You will need the Full Name and Email of the person/entity you are assigning commissions to. The Assignee will be emailed the CIGNA LOA contract and it will be sent to CIGNA. Incomplete submissions will be voided. CHECK THIS ONE TOO!!!!

Transfer/Release Policy

To begin a transfer complete a CIGNA Med Supp Contract via DocuSign. CHECK THE LINK!!!

A letter of release is required if agent has written business in the past 6 months or has contracted with previous upline in the past 6 months.

If the agent is unable to obtain the required release or does not meet the 6 month rule, he/she will need to communicate to [email protected] & [email protected] that he/she intends to switch hierarchies in 6 months. The communication from the agent to the contracting mailbox will serve as the start of the 6-month waiting period and we will track that date on the agent’s profile.

EFT Changes

Call 800-903-7711 or email [email protected] the change or terminate EFT.

Add Non-Resident State

See Pre Appointment states for CIGNA Med Supp

Cigna ACA

Contracting

Thank you for your interest in contracting with CIGNA ACA. BBI 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 BBI portal and obtain a 5.6 Carrier Request Form and send it to [email protected]. You will find this form in your BBI 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.

CIGNA ACA Producer Onboarding

Transfer/Release Policy

Agents will need to complete the Acknowledgement of Contractual Obligation form which will terminate the current contract. CHECK THE LINK!!!

Once this release is completed, you will be sent a new contracting link for CIGNA ACA. Once your new contract is completed CIGNA will need approximately 7-14 business days, subject to current carrier volume. Until the you are notified that the release/transfer is completed, you should NOT write any new business. If the agent has a book of business release an release this may be uploaded on the Acknowledgement of Contractual Obligation form. This will transfer the book of business that is listed on the transfer form. This is not required to complete your transfer. CHECK LINK!!!

No blackout period

Downline does need to recontract, and each will need to follow above process

Demographic Changes

The agent needs to submit the request via email to [email protected], [email protected] and [email protected]

EFT Changes

Complete the ACA EFT form via DocuSign LINK!!!

Add Non-Resident State

The agent needs to submit the request via email to [email protected], [email protected] and [email protected]

Clear Spring Health

Contracting

Thank you for your interest in marketing Clear Spring Health through Applied General Agency. Clear Spring Health uses an online contracting system and we will need some information to get the process started.

First time portal users: use the link in the email from CSH Certification ([email protected])

Returning portal users: go tohttps://csh.evolvenxt.com

Complete online carrier contracting, see Clear Spring Contracting Guide.

Transfer/Release Policy

Please complete the Clear Spring Release Policy and Transfer Form and send to [email protected] and [email protected]. For an immediate release the form must be completed in its entirity. For 30 day delayed release the form needs to be completed, except for the two upline sections.

Please see additional notes from the carrier:

All Clear Spring Health External Agents must follow the Clear Spring Health Release Policy when terminating or modifying any hierarchy relationship.

Agents will not be permitted to transfer from one hierarchy to another until they have been under contract for at least 60 days.

Agent requesting a release from its contract must wait 30 days (delayed release) following the release request and receive approval from Clear Spring Health before being permitted to contract under another hierarchy.

The 30-day waiting period may be waived if the Agent receives an immediate release from their current hierarchy or if the agent has not submitted any new business to Clear Spring Health in 180 days or more.

When a hierarchy change is made the Agent must remain at their existing override or commission level for 6 months before any increase can be requested by the new hierarchy.

If the transferring entity is a General Agent all subagents that are contracted to sell with the Company will move collectively along with the General Agent during transfer.

No releases or hierarchy changes will be processed during the annual AEP Blackout which occurs from October 1st through December 31st. Any releases requested during the AEP Blackout will be effective January 1st of the following year if a release is requested or 30 days following the release request if submitted within 30 days of December 31st. If a release is requested less than 30 days before the beginning of the AEP Blackout (without immediate release) the release will be effective January 1st of the following year.

Agent must be in good standing with Clear Spring Health to make any hierarchy change. The General Agent or Agent may not be under investigation internally or externally, must have acceptable compliance and sales metrics, and not be in debt to the carrier.

Impact on Book of Business:

New Business: Any business submitted to Clear Spring Health while the General Agent or Agent was under the previous hierarchy will result in the appropriate overrides and commission being paid as indicated by the contracts and schedules in place.

Renewals: Any Clear Spring Health renewals earned while the General Agent or Agent was under the previous hierarchy will result in the appropriate overrides and renewals being paid as indicated by the contracts and schedules in place.

EFT Changes

Log into https://csh.evolvenxt.com/login.htm. Go to My Account then Payee Info. Edit banking information then save.

Add State

Log into https://csh.evolvenxt.com/login.htm. Go to Certification then add states. Select all applicable states then press save.

Assignment of Commissions

An agent that is set up for Direct and wants to change to LOA would need to contact [email protected] and [email protected] to change to LOA. CSH will then change the agent to LOA. An agent that is LOA and wants to change to Direct would need to contact us about the change and also complete a W-9 and an EFT form the agent’s banking information. CHS will provide the agent with our EFT form.

Clover Health

Contracting

Thank you for your interest in marketing Clover through Applied General Agency. To get started log into your BBI portal and obtain a 5.6 Carrier Request Form and send it to [email protected]. You will find this form in your BBI portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”.

Please begin certifications for Clover.

Direct pay Clover Registration Code: 2294CloverDirect25

(Not Common BBI pays you for your enrollments) Clover LOA Registration Code: 13CloverLOA25

Clover Onboarding Guide

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

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

If you have an account in Miramar already, please login as you normally would. If you forgot your login credentials username/password/security question, please reach out to our Broker Support team [email protected] or (855) 979-2236. Our team can help provide your credentials to log into Miramar if you are running into any questions.

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

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

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

Transfer/Release Policy

Clover Health agents may change their upline agency. Clover Health’s blackout period is October 1st – December 31st. Agents may NOT move during this period.

The guidelines and all forms can be found on the Clover Health website under Broker Frequently Asked Questions. Please review our guidelines below for how agents can request a transfer. https://www.cloverhealth.com/en/brokers/frequently-asked-questions

To begin your transfer have you written Clover Health business in the past 6 months?

NO, I have not written Clover Health business in the past 6 months: Request a change to your new upline in your Miramar: https://miramar-agent.com/identity/login?signin=feede4235bda31b147df8bf21626f031#/ From your Miramar dashboard, go to Groups and Change Group. You will need to enter the Miramar code for your new group. BBI Agency code Clover2022BBIDirect.

YES, I have written Clover Health business in the past 6 months: If you have written business in the past 6 months, agents have 2 options to transfer agencies.

Option 1: Agent is granted a Signed Release from their current agency and submits the release to Clover Health. https://cdn.cloverhealth.com/filer_public/b1/f5/b1f5fa71-6428-4b4b-a743-e1b69ae1f309/ch_2022transferform_final.pdf

Option 2: Agent submits a Notice of Intent to Transfer request to Clover Health. There is a 90 day waiting period from the date this form is submitted to when the change can be processed. You may continue to write business during this time. You will be moved on the 1st of the month after your 90 days (see below).

Submit Signed Release or Notice of Intent to Transfer form on https://docs.google.com/forms/d/e/1FAIpQLScJW7wzzrblLFullxgF9YqJjKFphaiCgcn83sM_zHwL0jG1lQ/viewform

REMINDERS:

Agents are moved only on the 1st of each month!

Example: If an agent submits a signed Release on January 3rd, they will be moved on February 1st.

Example: If an agent submits a Notice of Intent to Transfer on January 3rd, they will be moved on May 1st

Add State

Email Clover Health Broker Support ([email protected]) and notify them to add your requested state. Include your name and NPN.

Devoted Health Plans

Contracting

Thank you for your interest in contracting with Devoted Health Plans. We have top doctors, cutting edge technology, and personalized care teams that help us provide high quality healthcare to our members. We’re on a mission to make healthcare better — learn more about the Devoted Health Difference! We are excited to partner with you and look forward to working together.

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

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

(Not Common) Devoted Indirect Pay Contracting Link: BBI pays you for your enrollments

Devoted Health’s Onboarding & Certification Process:

Account creation for Devoted Health’s Agent Portal
W-9 & Direct Deposit (Direct Payees only)
Agent Questionnaire
Code of Conduct Acknowledgement
Agent Agreement
Background Check Consent
Core Medicare Training or equivalency upload (AHIP or Pinpoint)
CMS Fraud, Waste & Abuse & Compliance Training

Devoted Certification Training & Exam

Agents will have 3 attempts to pass the training exam with a minimum score of 85% (If the agent is unable to pass within 3 attempts, they will need to certify for the next year)
Each time the exam is opened (initiated) it will count as an attempt and must be completed in one sitting (~30 min).
License Check
Appointment

The agent’s progress will be saved if they cannot complete the certification all at once — they will be able to continue at a later time with the exception of the Devoted training exam.

Once the appointment process for the agent’s respective state(s) is complete, agents will receive an email notification that they’re “Ready to Sell” (RTS).

For more guidance, please refer to the Devoted Health Agent Portal Quick Start Guide or visit us at www.devoted.com/brokers. Contact us at 1-877-764-9446 or email us at [email protected].

Transfer/Release Policy

Please review Devoted Health’s Release / Transfer Policy & Timeline:

Devoted Immediate Release

A broker or their immediate receiving / terminating upline agency (FMO/GA) may request the
release & transfer(s).The release & transfer may be requested by:

Sending a release letter in an email to [email protected] and [email protected], noting the broker’s NPN
A phone call into agent support, 877-764-9446.
A Help Ticket within the agent portal.

All parties will be notified via email once the release & transfer has been processed. Processing timeline for an immediate release is 7 business days.

Devoted Delayed Release

If you do not have a letter of release, a request for a delayed release can be made by sending an email to [email protected], [email protected] and your current upline. Example, Hello Devoted and current upline, please begin my 60 day delayed release to Applied General Agency. Thank you, Toby Stark NPN 123456.

Receipt date of the delayed release request will start the clock for the 60 calendar days window.* The broker may continue to write business during the delayed release period. All parties will be notified via email once the delayed release has been processed. *Please reference the release timeline below for specific processing effective dates :

EFT Changes

Email [email protected] to request any updates.

Add State

Email [email protected] to request an add state.

Assignment of Commission

Email [email protected] and [email protected] to change from BBI pay to direct pay and vice versa.

If you are assigning commissions to your corporation, agents can update their demographic, banking, and W9 information within their Devoted agent portal. Simply click on MY ACCOUNT beneath their name in the upper right corner of the screen. This will bring you to your account information and you can review or update as needed.

Florida Blue

Contracting

Thank you for your interest in marketing Florida Blue through Applied General Agency. Florida Blue will send you online contracting to complete and we will need some information to get the process started.

FL Blue Onboarding Guide

Agents will receive one email from [email protected], this email will contain one link for the Agent to click and complete an appointment request, contract, W-9, and direct deposit

Upon successful completion of the appointment (5-10 days), the Agent will receive a Welcome Email from [email protected].

This Welcome Email will contain
Florida Blue Medicare AOR #
Instructions to register for AgentPoint
Instructions to complete and submit AHIP
Information on how to complete and submit Florida Blue Medicare Product Training

Upon completion of the above activities, the Agent will receive a Ready to Sell communication from [email protected].

Transfer/Release Policy

Agents must be in Good Standing with Florida Blue to be eligible for a hierarchy change. No releases or hierarchy changes will be processed or honored between September 1 and December 31.
An agent may not change hierarchies more than once in any 12-month period.

Agents who have been contracted longer than 6 months or who have not changed hierarchies within the previous 6 months may change hierarchies by submitting the Hierarchy Change Form.

For an immediate transfer the agent and the agent’s current upline will need to complete the Hierarchy Change Form. Send the completed form to [email protected].

For a delayed release only the agent portion of the Hierarchy Change Form needs to be completed. Send the completed form to [email protected] and [email protected].

Full release procedures per carrier: FL Blue Release Procedures

Demographic Changes

Updates can be made on www.flordiablue.com/agents

EFT Changes

Updates can be made on www.flordiablue.com/agents

FL Blue How to set up Direct Deposit 2022

Gold Kidney

Contracting

Thank you for your interest in contracting to represent Gold Kidney through the BBI. You will be completing contracting through Gold Kidney’s online contracting system EvolveNxt.

Gold Kidney will send you a contracting email from EvolveNxt titled, [email protected]. You will then complete the training module with a passing score of 90% or better, upload a current AHIP, a current E&O, a signed Gold Kidney contract, and a current license. After completion allow 5 business days to pass background checks. Then you will receive a Welcome Letter once RTS.

Transfer/Release Policy

To initiate the request for a Hierarchy Change submit the following to: [email protected], [email protected], and [email protected]

Name of Agent
National Producer Number (NPN)
New Agency
State License Number
Valid Email Address

For example, Hello. Please transfer my Gold Kidney appointment to Applied General Agency. Thank you Tony Stark, NPN 123456, AZ license no. 123456, [email protected]

Demographic Changes

Make demographic changes on https://gkhp.evolvenxt.com/login.htm

EFT Changes

Make changes on https://gkhp.evolvenxt.com/login.htm

Add Non-Resident State

Agents may add states in their dashboard in https://gkhp.evolvenxt.com/login.htm or contact [email protected]

Guarantee Trust Life

Contracting

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

If you would like to contract, new agents can complete the GTL contract by using the below links. The processing time is approximately 5-7 business days. If an agent is changing a hierarchy, commission level, etc and they already have a code with GTL a paper contract is needed to make the hierarchy change.

GTL Direct Pay Link GTL Online Contracting for BBI Downline Agents CHECK LINK!!!

(Not Common) GTL BBI Pay Link GTL Online Contracting for BBI Downline LOA Agents THIS ONE TOO!!!

If you need product information or supplies create a support ticket in your BBI portal. Click on Sales Tools > Tickets and Messages > Add New. Select subject, add your message, then click create.

Transfer/Release Policy

If you are currently contracted with GTL and would like to transfer to BBI, please email [email protected]. Please advise when you last submitted business and/or contracted with your previous FMO. If you do not qualify for a self release include a copy of a letter of release from your previous FMO. See below release policy. Once received we will send your paper GTL contract to the carrier.

Release Contracted with NO Business:

All agent contracts submitted to GTL that have not written business will be honored for up to six months. After this time period the agent may contract with another agency.

Contracted with Business:

If an appointed sub-general agent under an agency or FMO (Field Managing Office) has written new business within the past 6 months and wishes to become contracted with another agency or FMO, GTL will require a letter of release from the current agency or FMO. If an appointed sub-general agency and its down line have not written business in the past 6 months, they are free to move hierarchies. LOA (License Only Agent): If an appointed LOA has not written business in the past 12 months, they are free to move hierarchies.

Any transfer will not be honored if the producer has a debit balance with GTL.

Heartland National Life

Contracting

Thank you for your interest in contracting with Heartland National Life through BBI. Heartland is a just in time carrier except when business is needed in AL, GA, OH, LA, MT, PA, and WY. If you have potential business in these states or would like to be pre-appointed, please email [email protected] and indicate you would like BBI to send you the Heartland contracting link.

When an agent is being contracted with Heartland National Life, they are required to pay appointment fees. Fees will be charged upon the first piece of business for just in time states.

Transfer/Release Policy

To transfer your appointment to BBI please complete the Heartland Transfer Form. Send the completed form to [email protected] and [email protected]

Demographic Changes

Email or call Agency Services: 833.964.4555 or [email protected]

EFT Changes

Email or call Agency Services: 833.964.4555 or [email protected]

Add Non-Resident State

Email or call Agency Services: 833.964.4555 or [email protected]

When an agent is being contracted with Heartland National Life, they are required to pay appointment fees. The only states that are required to be paid as pre-appointment fees and must be paid upon being contracted are: AL, GA, OH, LA, MT, PA, and WY. All other states are considered just in time states meaning those states will only be appointed to the agent once the agent has written business in that state and after they have been contracted unless we are instructed otherwise.

Humana

Contracting

Thank you for your interest in marketing Humana through Applied General Agency. Humana uses an online contracting system and we will need some information to get the process started.

Please note that if you are contracting for yourself and your agency, there will be separate links for your application and your agency’s application. However, you must complete both applications before they can be processed. You will have 30 days for a full contract and 10 days for an amendment to complete the invitation before it expires and it is no longer accessible. You will receive a reminder prior to the invitation expiring.

The contracting process should take approximately 20-30 minutes. The attached Job Aid link may be helpful to you in navigating the online onboarding process.

Human Onboarding Job Aid

One of the key items that often trips agents up is forgetting to electronically sign the forms. You will be prompted to scroll to the bottom of each required form to “click and sign”. When complete, make sure you double check the “sign” icons, confirming acceptance of each document. They are along the left side of the “Forms” confirmation page. You will also receive an email confirmation upon successful submission of the contract.

Once you submit to Humana, allow 5-7 business days for processing. At that point you’ll be issued a 7 digit SAN (producer number) which can be used to register for Humana’s agent portal and begin your certification training for PDP and/or MAPD.

Certification instructions are in your BBI back office portal under Sales Tools, My Sales Tools then Certifications.

Transfer/Release Policy

Immediate Release Policy

To receive an immediate release, external agents must secure a release letter from their current upline. It is at their discretion whether or not to release an agent prior to 90 days (see Delayed Release Policy below). The current upline is required to formally communicate the release of the agent in writing using company letterhead, signed by the principal, with a current or future effective date of the release. Complete a Humana Agent to MGA Form via DocuSign and attach a letter of release. A copy will be sent to [email protected] & [email protected]. Please see the timeline for processing times. CHECK LINK!!!

Delayed Release Policy

In instances where an immediate release is not granted, the agent may request a delayed release. Complete the Humana Agent to MGA Form via DocuSign and a copy will be sent to [email protected] & [email protected]. Please see the timeline for processing times. CHECK THIS TOO!!!

Demographic Changes

Log into https://www.humana.com. Click on your name or agency name in the top right, select Profile. Then Edit Profile Information.

EFT Changes

Log into https://www.humana.com. Click on Update Direct Deposit under the Commissions section.

Add Non-Resident State

View your current non resident appointment on www.humana.com. Navigate to Licensing & Contracts.

Active agents can add a license by sending an email to [email protected]. Ask for the state to be loaded on your Humana appointment. Include your SAN number and copy of the license is not needed.

The resident license and all non-resident licenses are pulled from NIPR during the initial contracting and all are loaded upon activation.

Assignment of Commissions

Complete the Humana Assignment of Commission form via DocuSign. The completed form will be sent to [email protected] and [email protected].

CHECK THE LINK!!!!

IBC - AmeriHealth

Contracting

Thank you for your interest in contracting with AmeriHealth – IBC. To get started complete the contracting link via DocuSign. BBI 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.

AmeriHealth – IBC Direct Pay Contracting Link: Agents are paid directly by Ritter. CHECK LINK!!!

(Not Common)AmeriHealth – IBC Indirect Pay Contracting Link: BBI pays you for your enrollments THIS ONE TOO!!!

Transfer/Release Policy

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. BBI 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.

AmeriHealth – IBC Direct Pay Contracting Link: Agents are paid directly by Ritter. LINK!!!

(Not Common) AmeriHealth – IBC Indirect Pay Contracting Link: BBI pays you for your enrollments LINK!!!

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.

Demographic Changes

Email [email protected] with the requested changes.

EFT Changes

Complete EFT Change Form Via Docusign LINK!!!

Add Non-Resident State

To add a state please complete new contracting to add your requested state.

AmeriHealth – IBC Direct Pay Contracting Link: Agents are paid directly by Ritter. LINK!!!

(Not Common) AmeriHealth – IBC Indirect Pay Contracting Link: BBI pays you for your enrollments LINK!!!

Kaiser Permanente

Contracting

Thank you for your interest in contracting with Kaiser Permanente. Complete the below DocuSign in according to the state you are going to contract in. You will need to upload your Kaiser certification onto the DocuSign.

Kaiser Contracting CO, OR, WA LINK!!!

Kaiser Contracting GA, VA, MD, and DC LINK!!!

Certifications can be completed on https://miramar-agent.com, Kaiser Registration Code is found in your DocuSign contracting. Once submitted the carrier will send out the state specific “in-person” virtual training to the email address provided.

Transfer/Release Policy

FMO to BBI/Integrity:

The agent(s) will need to be terminated from their current FMO’s hierarchy and is responsible for working with their current FMO to ensure the termination is completed. There is no delayed release process for Kaiser.
Kaiser does not get involved in transfers/hierarchy changes. From the carrier’s perspective, all business belongs to the contracted FMO. Any business written by the agents does not follow the agents and will remain with the previous FMO.

*All FMO’s use the same spreadsheet onboarding process that Integrity uses as this is Kaiser’s appointment process/management system for agents.

Once the agent(s) receives verification from their previous FMO, the agent(s) will need to communicate with [email protected] that the termination has been completed so that BBI can submit the agent’s information back to Kaiser to realign the appointment.

Integrity Partner to Integrity Partner:

Agent(s) will need to wait 6 months in their current Integrity Partner’s hierarchy or obtain a signed release from their current Partner on their company letterhead.

If a release is obtained, the release will need to be submitted to the Integrity Contracting team for processing. Release will be added to the agent’s profile and the hierarchy will be updated internally. Nothing will be submitted to the carrier as all Integrity hierarchy is tracked internally only.

Direct to BBI/Integrity

If you are contracted directly with Kaiser you will need to reach out to Kaiser to request a termination/release to realign under Integrity/BBI. Once that has been completed please notify [email protected], and we will begin your onboarding.

Demographic Changes

Please email changes to [email protected].

EFT Changes

To update your commissions for CO, OR or WA complete the EFT Form via DocuSign LINK!!!

To update your commissions for GA, MD, WV and DC complete the Kaiser Contracting GA, VA, MD, WV, and DC via DocuSign LINK!!!

Add Non-Resident State

To add a state complete the corresponding Kaiser DocuSign.

Kaiser Contracting CO, OR, WA

BOTH LINKS!!!!

Kaiser Contracting GA, VA, MD, WV, and DC

Liberty Bankers

Contracting

Thank you for your interest in contracting with Liberty Bankers through BBI. Please have your void check ready to upload. When completed your contracting will be sent to Liberty Bankers by BBI, and then you set instructions to complete your certifications. Please contact [email protected] with questions.

To get started complete the DocuSign Liberty Bankers Contract. LINK!!!

Transfer/Release Policy

Thank you for your interest in contracting with Liberty Bankers through BBI. To complete your transfer please complete a new contract. Please have your void check ready to upload. When completed your contracting will be sent to Liberty Bankers by BBI, and then you set instructions to complete your certifications. Please contact [email protected] with questions.

To get started complete the DocuSign Liberty Bankers Contract. LINK!!!!

Demographic Changes

Updates can be made by contacting [email protected]

EFT Changes

Updates can be made by contacting [email protected]

Add Non-Resident State

All NON RES states for an agent are added as an agent writes so all the appointment fees don’t hit his account at one time. Liberty Bankers only pays for resident appointments. However, Liberty Bankers will need an email from you if an agent is about to write in his NON RES state of PA or NM. Email [email protected] to add PA or NM. These are PRE APPT states and the agent cannot write an application until he’s appointed. If he writes an app and then sends an email, he will have to rewrite the app.

Boost your business with BBI Marketing. We specialize in lead generation, digital marketing, and comprehensive solutions for insurance agents. Partner with us and soar to success in the competitive insurance industry. Let's create a winning strategy together!