MEDICARE ADVANTAGE CONTRACTING WITH 360IG
CONTRACTING. SIMPLIFIED.NOTE: If you have not completed Step 1 (Creating Your Producer File), please reach out to your upline for a link to do so before moving into Step 2 (Requesting Medicare Advantage Contracts).
STEP 2: Request Your Medicare Advantage Contracts
CARRIER CONTRACTING REQUEST INSTRUCTIONS
Moving From Another Upline? CLICK HERE for Carrier Release Guidelines and Blackout Dates
| Carrier Name | Contracting Instructions |
Aetna / Coventry Alignment (CA & AZ) Anthem BCBS / Amerigroup / Simply FL BCBS IL, NM, OK, TX BCBS CA BCBS NC BCBS AZ BCBS TN Brand New Day (CA) Bright Health Plan Christus Health Plan Cigna-Healthspring Clover Health Freedom/Optimum Humana (Care Plus) Imperial Health Plan Molina Peoples Health Plan (LA) Providence Health Plans (OR & WA) Scan Health Plan United Healthcare Vantage Health Plan Wellcare (Centene/Allwell) / HealthNet Zing Health | READ ALL DIRECTIONS BELOW BEFORE PROCEEDING IMPORTANT!!! Once registered/logged-in, you will be required to enter a referral code. This is your unique code -> DP-000560 You will NOT be able to proceed without using this code. Please visit the following link to request contracts: CLICK HERE TO REQUEST CONTRACTS – New users will create an account (see video below) – New users with existing contracts (see “CURRENTLY CONTRACTED” image below) – Existing users will login
REQUESTING CONTRACTS: When requesting your contracts, you will be prompted to select if you are contracting as an individual of business entity, along with other questions related to completing your contracting request. Once complete, you will then be prompted to choose from the list of contracts available to you (see the list to the left for a complete list). Follow the instructions provided to complete your contracting request.
RELEASES / NOTICE OF INTENT: During the contracting request process you will be prompted to select if you have a release for any of the carriers selected. If you mark “yes”, you will be able to upload your release. If you mark “no”, you will be asked if you want to start the notice of intent process. Q&A: How do I know if I need a release or if I need to start the notice of intent process? If you are currently contracted under another upline, you will need a release. If you cannot obtain a release from your current upline, you will need to start the notice of intent process. If you have never been contracted or your contract was officially terminated by the carrier, you will not be required to have a release or start the notice of intent process.
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| HAP | If you have selected HAP when creating your Agent File, further instructions will be sent to the email address provided on your agent file. If you did not select HAP when creating your Agent File, please visit the following link: https://360insurancegroup.com/mi-regional-contracting/ |
| Heartland | If you have selected Heartland when creating your Agent File, further instructions will be sent to the email address provided on your agent file. If you did not select Heartland when creating your Agent File, please go to the following link and follow the instructions provided: https://form.jotform.com/agencycatapult/heartland
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| Care N’ Care | To start your contracting request for Care N’ Care, please go to the following link and follow the instructions provided: https://360insurancegroup.com/care-n-care-medicare-advantage-contracting/ |
| BCBS MI (Michigan Only) | Please visit the following link for contracting instructions for BCBS MI: https://360insurancegroup.com/bcbsmi-contracting/ or https://360insurancegroup.com/mi-regional-contracting/ |
| Lasso | If you have selected Lasso when creating your Agent File, further instructions will be sent to the email address provided on your agent file. If you did not select Lasso when creating your Agent File, please go to the following link and follow the instructions provided: |
| Kaiser Permanente (CO, DC, GA, MD, VA) | Please reach out to julie@360insurancegroup.com for more information. |
| Priority Health (Michigan Only) | Please visit the following link for contracting instructions for Priority Health: https://360insurancegroup.com/mi-regional-contracting/ |
| Florida Blue | If you have selected Florida Blue when creating your Agent File, further instructions will be sent to the email address provided on your agent file. If you did not select Florida Blue when creating your Agent File, please go to the following link and follow the instructions provided: https://form.jotform.com/agencycatapult/FLBlue |
Alterwood (MD) Apex (NC) BCBS SC (SC) Clearspring (NC, SC, GA, VA, IL, CO) Gateway (PA) Health Team Advantage (NC) John Hopkins (MD) Optima/VA Premier (VA) UHMA/CareFirst (MD) | Please visit the following page to request contracts: MA Contracting for these carriers is completed in SureLC (Surancebay) and falls under “Medicare“. VERY IMPORTANT: DO NOT use your existing SureLC account or your alignment will not be correct. You will need to create a new SureLC account for Medicare specific contracts. When requesting your Medicare contracting, please DO NOT request additional contracts (ie. Dental, ACA, Life) under the link provided. Should you need contracts that fall outside of Medicare, please contact your upline for the appropriate instructions. |
Highmark (DE, PA, WV) UPMC |
Please visit the following form link to request your Highmark contract: Flash Packet Contracting Request |
| Astiva (CA) | Please visit the following link for Astiva contracting: https://brokerportal.astivahealth.com
VERY IMPORTANT: When registering, type 360 Insurance Group into the FMO/Agency field. You will upload proof of License, E&O and AHIP certification for 2022. Once uploaded, proceed directly to Astiva’s testing and certification for 2022. Email contracting (julie@360insurancegroup.com) once complete. |
| Devoted Health | Please visit the following link and follow the instructions below to complete your Devoted contracting request: CLICKE HERE For Devoted Direct Pay Contracting How To Access The Agent Portal
Important Things To Know
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If you do not see a carrier on this page, please reach out to our contracting team to check availability.
Welcome To The Team!
You’ve made a great choice to jump on board the Medicare train and start paving your way towards renewal heaven!
The partners and trainers at 360 Insurance Group are committed to providing you the very best training system and support structure in the industry (the same system that has produced the TOP producers in the nation!). Your commitment and effort are just as important.
Welcome to the team!… We look forward to helping you succeed.
What Do I Do After Submitting My Contracting Requests?
Important Note: All questions regarding Medicare contracting should be sent to Julie Davis at julie@360InsuranceGroup.com. Please DO NOT submit questions to our contracting partner, Senior Market Advisors, as they are unable to assist in agent contracting support.
By this time, you’ve requested your contracts through the links and details provided in the “Carrier Contracting Request Instructions” above. If you haven’t completed that part, please do so before moving forward.
Here are some helpful tips to follow to make sure the contracting process runs as smoothly as possible for you:
- Be on the lookout for emails from the carriers you requested contracting for. Some carriers will require you to click on links within the emails to proceed with contracting. You can also find more information in our Contracting Guides on what to expect regarding the process for each carrier. Make sure to check your spam folder for carrier emails as they are notorious for going there. (If you have not received carrier specific onboarding instruction within one week of submitting your request, please complete the following form to request new links be sent to you: NEW LINK REQUEST / Note: DO NOT request new links without first checking your spam folder. ONLY request links for carriers that you have previously requested contracting for and have not received onboarding information for.)
- Make sure you have requested any releases necessary from previous uplines and/or submitted your notice of intent. This will ensure that you do not experience delays in the contracting process (For carrier specific information regarding releases and notices of intent, please refer to our MA Carrier Release Guidelines).
- Complete all carrier specific certifications for each carrier that you are contracting with.
- CALL & CONFRIM with each carrier that you have completed all steps necessary to move you into “READY TO SELL” status. You will receive a “ready to sell” letter or email from the carrier once you have completed all carrier requests and certifications and the carrier has processed your contracting request.
- Be sure to attend local carrier trainings.
Quick Success Instructions
- REQUEST TRAINING ACCESS on SKOOL and our team will add you to the group where you will get lots of live support, important news and real time conversations with trainers and producers in the field discussing all things Medicare.
- Join our ZOOM calls (Zoom links are provided in SKOOL).
- Order your LEADS.
- Once you are ready to sell with carriers, REQUEST SUNFIRE ACCESS. Sunfire is a Medicare Online Enrollment Tool. You must be ready to sell under 360 Insurance Group to use this platform.
- (Optional) Request your generic Scope of Appointment digital form via our SOA REQUEST FORM,
- (Optional) Request CRM Access via our CRM REQUEST FORM – a great tool for agents wanting to keep track of their business.
Contacts (Training & General Onboarding)
ADDITIONAL QUESTIONS OR CONCERNS?
Feel free to call any of us and we will be glad to assist you. Here are the contact numbers for our team:
Matt Mungia, Co-Owner of 360 Insurance Group
Email: matt@360insurancegroup.com
Phone: (281) 536-4220
Luis Moreno, National Medicare Trainer
Email: luis@360insurancegroup.com
Phone: (210) 639-0738
For Medicare Advantage Contracting & General Onboarding Questions
Email: julie@360insurancegroup.com
Contacts (Carrier)
United Health Care https://www.uhcjarvis.com/content/jarvis/en/sign_in.html#/sign_in
Member Services 800-950-9355
Broker Services 888-381-8581
Aetna https://www.aetna.com/producer_public/registration/login.jsp?caseId=70295
Member Services MEB 800-282-5366
Broker Services 866-714-9301
Member Services 101 833-570-6670
Humana
Member Services 800-833-6917
Broker Services 800-309-3163
PURL www.humana.com/AOA/SAN
WellCare
https://wellcare.csod.com/client/wellcare/default.aspx
Member Services 888-550-5252
Broker Services 866-822-1339
E-enrollment https://wellcare.callidusinsurance.net/ICM/FormActionServlet
Call for Appt ID 877-297-3625
Amerigroup
https://brokerportal.anthem.com/apps/ptb/login
Member Services 866-805-4589
Broker Services 888-209-7839
AllWell
https://allwell.superiorhealthplan.com/for-brokers.html
Member Services 877-935-8023
Broker Services 844-202-6811
Member Services 866-398-6055
Broker Services 866-442-7516
Producer Helpdesk
New Link Request: https://form.jotform.com/agencycatapult/new-link-request
Humana MGA Form: https://www.jotform.com/agencycatapult/humana
Sunfire Access Request: https://form.jotform.com/agencycatapult/sunfire
Sunfire Support: https://support.360insurancegroup.com/portal/en/kb/articles/sunfire-assistance
Add States To MA Contracting: https://form.jotform.com/agencycatapult/add-states-ma-contracting
$50 AHIP Discount: https://www.ahipmedicaretraining.com/clients/360IG
Request CRM Access: https://www.jotform.com/agencycatapult/request-crm-access
MA Carrier Release Guidelines: https://360insurancegroup.com/ma-carrier-release-guidelines/
CARRIER CONTRACTING GUIDES
What SHOULD I EXPECT?
CARRIER SPECIFIC CONTRACTING GUIDES
These downloadable guides will help you know what to expect when contracting with Medicare Advantage carriers:
Anthem / Amerigroup Contracting Guide
(Please make sure to only use Internet explorer for Anthem NoMoreForm contracting portal.)
Centene / Allwell Contracting Guide
United Healthcare Contracting Guide
CHECK YOUR SPAM FOLDER
Contracting emails can come from a variety of addresses. Here are some common ones to look for:
Anthem/Amerigroup: contracting@medicarehealthbenefits.com
Aetna MA: AetnaMedicare@aetna.com
Cigna Healthspring: producerexpress@sircon.com
Humana: contracting@medicarehealthbenefits.com
Molina: broker@molinahealthcare.com
United Healthcare: UHC_MedicareSolutionsContracting@sircon.com
Wellcare: wellcare@calliduscloud.com
MEDICARE ADVANTAGE cARRIER RELEASE GUIDES
How Do I Get A Release From My Current Upline?
Getting a Medicare Advantage release can be challenging. It often involves reciprocal agreements and waiting periods, and with rules differing from carrier to carrier, it is understandably confusing. Our team here at 360 Insurance Group is here to help walk you through this complex procedure and make it as simple as possible.
Please refer to the carrier specific guidelines for immediate release and notice of intent 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,
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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)
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