RELEASE GUIDELINES
Medicare Advantage Release Instructions
Digital Guidelines
AETNA
ANTHEM
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
CIGNA HEALTHSPRING
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 Received | Immediate Release | Delayed Release (90 Days) |
1/2 – 6/31 | Processed within 5 calendar days | Processed 90 days post request |
7/1 – 9/30 | Processed within 5 calendar days | Effective 1/2 |
10/1 – 12/31 | Effective 1/2 | Effective 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
OPTION 1: Immediate Release
– 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.
SCAN
WELLCARE
- 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 GroupThe 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
“Hello,
“
2021 Blackout Period
2021 Blackout Period
Aetna MA | 10/1 |
Anthem | 9/1 – 12/31 |
BCBS AZ | 10/1 |
BCBS TN | 9/1 – 12/31 |
Cigna HS | 9/1 |
Clover | 9/1 |
Humana | 07/10 for NOI and 09/30 for Immediate Release |
Molina | 10/1 |
Shared Health | 9/1 – 12/31 |
UHC | 9/1 |
Wellcare | 9/1 |
Release EXAMPLES
Every carrier has different requirements for releases. Here are some examples:



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)