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
You are now ready to request your Medicare Advantage contracts with the carriers listed below.

 

IMPORTANT NOTE:  Please read ALL instructions on this page.  Medicare contracting can take up to 3 weeks from the date the contract is “submitted” to the carrier.  Certifications are required BEFORE contracts will be processed and you are issued a writing number from the carrier.
     
SAVE THIS PAGE just incase you need to come back and add contracts in the future or check for contracting assistance and instructions.  
CARRIER CONTRACTING REQUEST INSTRUCTIONS
Important Note: Carrier onboarding emails may take several business days to process.  Please keep an eye on your spam folder, as carrier emails are likely to end up there.  If you do not receive your links within one week of submitting your request, please request a new link to be sent via the instructions in the “What Do I Do After Submitting My Contracting Requests?” section.

 

Helpful Tip:  Medicare contracting can be overwhelming.  Each carrier has their own process and training that will need to be completed.  Because carrier links expire, it is a good idea to start with 3 or 4 carriers requests, receive their onboarding links and complete their certifications and requirements before moving on to additional carriers.  This will give you time to focus on a few carriers and complete them before links expire.  Adding carriers in “blocks” (a few carriers at a time) will also make it easier for you to track your contracting progress with each carrier.  Once you have completed your first “block” of carriers, come back and request more according to your needs.

 

Carrier NameContracting 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

Please visit the following page to request contracts: https://www.agentcontract.com/agencies/360-insurance-group-llc-directpay
HAPIf 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

 

Care N’ CareTo 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:

https://form.jotform.com/agencycatapult/lasso

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 SureLC Contracting

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)

 

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

  1. Create an Account (Existing Agents: log into your existing account)
  2. Complete Onboarding

Important Things To Know

  • To receive renewals for business sold in prior years, you must be licensed and appointed to sell Medicare products per state laws and recertified annually.
  • Completing the onboarding process does not provide a ready to sell status, the agent must complete the contracting and certification process. 
  • For more guidance, please refer to the Devoted Health Agent Portal Quick Start Guide or visit us at www.devoted.com/brokers

 

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

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:

Aetna Contracting Guide

Anthem / Amerigroup Contracting Guide

(Please make sure to only use Internet explorer for Anthem NoMoreForm contracting portal.)

Centene / Allwell Contracting Guide

Cigna Contracting Guide

Humana Contracting Guide

Molina Contracting Guide

United Healthcare Contracting Guide

Wellcare 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
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

HumanaSenior 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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