Employer-sponsored plan documents
-
2022 Ally Rx D-SNP Agent Enrollment Checklist
-
2022 Medicare Advantage Agent Enrollment Checklist
-
2022 Prohibited Marketing Practices
Medicare’s rules on what brokers can’t do when selling Medicare Advantage plans
-
2022 Secure Saver MSA Agent Enrollment Requirements
-
2022 Secure Saver MSA Agent Instructions
-
Agency Application
-
Agent material request form
-
Broker Application
-
Broker Commission and Bonus Report - Access Instructions
Get step-by-step instructions to quickly access both current and past commission and bonus reports
-
Broker quoting checklist
A checklist designed to help brokers organize their quotes
-
Delta Dental agent information sheet
-
Employer Group Quote Request
Complete this form if you’d like a quote for your business
-
Medicare Advantage Agent Instructions
-
Medication Therapy Management Article
Written for employers to use in newsletters/communications to employees
-
Medication Therapy Management Flyer
Handout explaining the benefits of MTM for employers
-
Medication Therapy Management video
Pharmacist explaining MTM and how it works
-
Scope of Sales Appointment
-
Security Health Online Agency Access Request
-
SilverSneakers Agent FAQ
-
Stop-loss RFP form
Use this form to collect the information needed to deliver a stop-loss quote.