RELEASE GUIDELINES

Medicare Advantage Release Instructions

Digital Guidelines
You may complete the form below to submit your releases or notice of intent digitally (in most cases) to the carriers.  Alternatively, you can use the carrier specific details listed below the form.

AETNA
When a release is needed for a hierarchy change, there are three pathways for an agent to obtain the release.
     – Immediate Release
     – 3 Months with No Production
     – NOI
 
The first step will always be for the agent to request the carrier through the Agent Contract website (Independent Agents) (LOA Agents).  Once the request is received, a contracting link will be sent to the agent and they will be able to follow one of the three pathways for a hierarchy change.
     Immediate Release
          – When completing the contracting link, the agent will upload the immediate release they have received from their current upline.
          – Once carrier has processed the agents contracting, they will appear on our reporting.
     3-Months with No Production
          – No production for 3 months –
               – They will complete the contracting link and be moved under us.
          – Production in the last 3 months –
               – When completing the contracting link, the agent will follow the NOI pathway.
     Notice of Intent
          – Agents are able to download a copy of the NOI during the carrier contracting process or they may reach out to us for a copy.
          – Agent will complete the NOI and upload the completed form to their contracting.
          – Once their contracting is submitted with their completed NOI, their 90 day wait period will begin.
          – After 90 days, the agent will move under us without needing to re-contract.
ANTHEM
When a release is needed for a hierarchy change, there are two pathways for an agent to obtain the release.
     – Immediate Release
     – Notice of Intent (NOI)
 
The first step will always be for the agent to request the carrier through the Agent Contract website (Independent Agents) (LOA Agents). Once the request is received, a contracting link will be sent to the agent and they will be able to follow one of the two pathways for a hierarchy change.
     Immediate Release
          – When completing the contracting link, the agent will upload the immediate release they have received from their current upline.
          – Once carrier has processed the agents contracting, they will appear on our reporting.
     Notice of Intent
          – Agents will send an email, with medicare@360InsuranceGroup.com cc’d, to their current FMO stating that they would like to move to away from them.
          – After 6 months, we will send the agent a contracting link. They will upload a copy of the email they sent to their current FMO to their No More Forms contracting.
BRIGHT HEALTH

When a release is needed for a hierarchy change, there are two pathways for an agent to
obtain the release.
   – Immediate Release
   – 6 Months with No Production

The first step will always be for the agent to request the carrier through the Agent Contract website.  Once the request is received, a contracting link will be sent to the agent and they will be able to follow one of the two pathways for a hierarchy change.

Immediate Release
● When completing the contracting link, the agent will upload the immediate release they have received from their current upline.

6 Months with No Production
● No production for 6 months
    – Agent will complete the contracting link and be moved under us.

CENTENE / ALLWELL
When a release is needed for a hierarchy change, there are two pathways for an agent to obtain the release.
     – Immediate Release
     – Term and Recontract (30 days)
 
The first step will always be for the agent to request the carrier through the Agent Contract website (Independent Agents) (LOA Agents). 
     Immediate Release
          – Agent will need to upload their release when requesting the carrier or email a copy of the release to medicare@360InsuranceGroup.com (Online Document Upload) so that we may submit the release to Allwell.
          – Once Allwell has processed the release, we will complete the agents contracting.
     Term and Recontract (30 days)
          – The agents contract can be termed through the Allwell portal either by the agent or by our contracting team.
          – 30 days after the term request is submitted, the contracting team can re-contract the agent.
CIGNA HEALTHSPRING
When a release is needed for a hierarchy change, there are three pathways for an agent to obtain the release.
     – Immediate Release
     – 6-months with No Production
     – Notice of Intent (NOI)
The first step will always be for the agent to request the carrier through the Agent Contract website (Independent Agents) (LOA Agents). Once the request is received, a contracting link will be sent to the agent and they will be able to follow one of the three pathways for a hierarchy change.
     Immediate Release
          – When completing the contracting link, the agent will upload (Online Document Upload) the immediate release they have received from their current upline.
          – Once carrier has processed the agents contracting, they will appear on our reporting.
     6-months with No Production
          – No production for 6 months –
               – They will complete the contracting link and be moved under us.
          – Production in the last 6 months –
               – When completing the contracting link, the agent will follow the NOI pathway.
     Notice of Intent
          – Agents are able to download a copy of the NOI during the carrier contracting process or they may reach out to us for a copy.
          – Agent will complete the NOI and upload the completed form to their contracting or send to medicare@360InsuranceGroup.com (Online Document Upload).
          – Once their contracting is submitted with their completed NOI, their 90 day wait period will begin.
          – After 90 days, the agent will move under us without needing to re-contract.
DEVOTED

When a release is needed for a hierarchy change, there are two pathways for an agent to
obtain the release.
– Immediate Release
– 3-Month Notice of Intent

After you submit your contract requests, wait 24 business hours. The first step will always be for the agent to request the carrier through agentcontract.com. Once the request is received, a contracting link will be sent to the agent and they will be able to follow one of the two pathways for a hierarchy change.

Immediate Release
– When completing the contracting link, the agent will upload the release they have received from their current upline.
– Agent will need to send the release via email to agent-support@devoted.com with medicare@360InsuranceGroup.com cc’d.
– Devoted Health will process the request within 3-5 business days and will notify all parties once the release has been processed.

3-Month Notice of Intent
– Agents will send an email to agent-support@devoted.com with medicare@360InsuranceGroup.com cc’d. This email will start the 3 month clock.
– All parties will be notified via email once the delayed release has been processed.
– NOTE: Agent can continue to produce during the 3-month waiting period.

Release Timeline

Request ReceivedImmediate ReleaseDelayed Release (90 Days)
1/2 – 6/31Processed within 5 calendar daysProcessed 90 days post request
7/1 – 9/30Processed within 5 calendar daysEffective 1/2
10/1 – 12/31Effective 1/2Effective 4/1

 

HUMANA

When a release is needed for a hierarchy change, there are two pathways for an agent to obtain the release.

1) Immediate Release
2) CHA MGA Assignment Form – 90 Day Wait

 

The first step will always be for the agent to request the carrier through the Agent Contract website (Independent Agents) (LOA Agents).

 

OPTION 1: Immediate Release

– Complete CHA MGA Assignment Form (Printable / Online).  If printing the assignment form, send it and the Immediate Release that you have received from your previous FMO/IMO to medicare@360InsuranceGroup.com (Online Document Upload).  If completing the assignment form online, send the Immediate Release to medicare@360InsuranceGroup.com (Online Document Upload).  (360 Contracting will submit the appropriate forms to the carrier once received.)

 

– Immediate release requests will be processed by the carrier depending on the date it was submitted. The process dates are as follows:
1/2 – 7/10: Processed within 5 business days
7/11 – 9/30: Processed within 15 business days
10/1 – 1/1: Effective 1/2

 

 OPTION 2: CHA MGA Assignment Form – 90 Day Wait

 – Agents will complete the CHA MGA Assignment Form (Printable / Online) and send it to medicare@360InsuranceGroup.com (Online Document Upload) department so that we can submit it to the carrier.

– CHA MGA Assignment Forms will be processed by the carrier depending on the date it was submitted. The process dates are as follows.

1/2 – 7/10: Effective 90 days post request
7/11 – 9/30: Effective 1/2
10/1 – 1/1: Effective 4/1
SCAN
When a release is needed for a hierarchy change, there are two pathways for you to 
obtain the release.  
 
–   Immediate Release 
–   6-Months No Production
 
The first step will always be for you to request the carrier through the Agent Contract website (Independent Agents) (LOA Agents).
After you submit your contract requests, wait 24 business hours. 
Once the request is received, a contracting link will be sent to you and you will be able to follow one of the two pathways for a hierarchy change.  
 
 
Immediate Release 
–   When completing the contracting link, you will upload the immediate release you have received from your current upline.  
 
6-Months with No Production 
–   No production for 6 months   
You will complete the contracting link and be moved under us. 
WELLCARE
Agent may submit their hierarchy change request one of two ways.
1) Agents already contracted with Wellcare can login to their Wellcare Agent Portal and submit their request through there via the following steps:
  • Step 1: Login to the Wellcare/Centene portal (Portal URL: https://desktop.pingone.com/cnc-workbench-brk) with your login details.
  • Step 2: Under the “My Account” section, select “My Hierarchy Info” and click on the “Change” button.
  • p 3: A popup will open and under “Producer Type of Hierarchy Management”, you will make the following selections:
    Sub Type Options: “Perform an Upline or Payment Change”
    Upline Options: “Request To Leave My Current Upline and Join a New One”
    Will You Be Receiving Your Commissions… : “I Will Get Paid My Commissions”
    Where it says “Next Upline”, click the “Search” button (it will not allow you to type into the field, so you must select “Search” first)
    In the popup, type in 360 Insurance Group and select “Search“
    Click “Select” next to 360 Insurance Group
    The popup will close and you can select “Update”
    You’ll see a popup where you will select “Submit Request“
    360 Insurance Group will receive a notification to accept your submission, which will align you properly.

UNITED HEALTHCARE
When a release is needed for a hierarchy change, there are two pathways for an agent to obtain the release.
     – Immediate Release
     – Notice of Intent (NOI)
The first step will always be for the agent to request the carrier through the Agent Contract website (Independent Agents) (LOA Agents).
     Immediate Release
          – When completing the contracting link, the agent will upload the immediate release they have received from their current upline.
          – Once carrier has processed the agents contracting, they will appear on our reporting.
     Notice of Intent
          – Agents will need to submit an NOI request to UHC. Requests will be sent to shcerts@uhc.com, cc’ing medicare@360InsuranceGroup.com.
          – If an agent will be going under 360 they will use the template below.

“Hello,

My name is [agent name, writing number] my current contract is through [FMO Name].  I would like to move my contract to 360 Insurance Group whose FMO is 
Continental Health Alliance, LLC, writing number 6332303; NMA YourMedicare.Com, LLC, writing number YM0000. 
Please accept this as my intent to move. 
 
If you need anything else, please let me know.

“

2021 Blackout Period

2021 Blackout Period

Aetna MA10/1
Anthem9/1 – 12/31
BCBS AZ10/1
BCBS TN9/1 – 12/31
Cigna HS9/1
Clover9/1
Humana07/10 for NOI and 09/30 for Immediate Release
Molina10/1
Shared Health9/1 – 12/31
UHC9/1
Wellcare9/1
Release EXAMPLES

Every carrier has different requirements for releases.  Here are some examples:

Anthem Example (Needs to Come From Top of Hierarchy):
Humana Example (Needs to come from Top of Hierarchy):
Aetna Example (they have their own transfer form that must be completed by the Direct Upline AND Top of Hierarchy):

UHC / Molina Example (Needs to come from Top of Hierarchy):

HIERARCHY NAMES FOR MEDICARE ADVANTAGE CONTRACTING

Aetna MA – 360 Financial Group (Top of Hierarchy will be YourMedicare.com)

Anthem – Medicare Health Benefits

BCBS TN – Continental Health Alliance

Cigna HS – 360 Insurance Group (Top of Hierarchy will be YourMedicare.com)

Clover – Continental Health Alliance

Humana – Senior Market Advisors – #1567

UHC – 360 Insurance Group (Top of Hierarchy will be YourMedicare.com)

Wellcare – 360 Insurance Group (Top of Hierarchy will be YourMedicare.com)

Molina – 360 Insurance Group (Top of Hierarchy will be Continental Health Alliance)

Freedom/Optimum – 360 Insurance Group (Top of Hierarchy will be Continental Health Alliance)