Medicare
United Healthcare
UHC allows you to obtain a remote signature for the Scope of Appointment in the LEAN Application.
UHC allows you to compliantly present the Plan and Summary of Benefits over the phone.
The beneficiary does not have to have a booklet in hand. You may fill out the application for the beneficiary and then use a remote signature in order to have them sign.
See below for the UHC LEAN Remote Signature process.
UHC allows you to compliantly present the Plan and Summary of Benefits over the phone.
The beneficiary does not have to have a booklet in hand. You may fill out the application for the beneficiary and then use a remote signature in order to have them sign.
See below for the UHC LEAN Remote Signature process.
UHC LEAN Remote Signature
Input your United Healthcare Agent Info in order to access the video. The video allows you to scroll in order to input your information. Below the video is the PDF Resource.
Humana
Humana allows you to obtain the Scope of Appointment using telephonic recording, the phone number is below.
You must email the Digital Summary of Benefits to the beneficiary.
You can access training for this on the Humana MarketPoint University by searching for Digital Marketing Materials.
After making the compliant presentation, you can then email the client a link for the beneficiary to fill out the application.
The link is connected to your SAN Number with Humana.
You must email the Digital Summary of Benefits to the beneficiary.
You can access training for this on the Humana MarketPoint University by searching for Digital Marketing Materials.
After making the compliant presentation, you can then email the client a link for the beneficiary to fill out the application.
The link is connected to your SAN Number with Humana.
Telephonic Scope of Appointment866-945-4471
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FastApp EnrollmentYou can complete a telephonic enrollment using the FastApp Enrollment App.
You'll complete the App and, at the end, it will give you the option to complete the IVR. When you click that, you will receive the App ID and phone number to call. You will key in the App ID and confirm the clients name and DOB. After that, the client will complete the rest of the process on their own. Prepare the client for 10 minutes worth of statements and them saying "Yes" to agree. Pro Tip: you can edit the app at any point and call the phone number after even after you've called the phone number and started the process. Just hang up, edit the app, and re-dial. |
Practice E-Hub Enrollment
You can do a practice application through E-Hub using the following Medicare ID and Effective Dates:
1AA2-AA3-AA45
01-01-2000
01-01-2000
1AA2-AA3-AA45
01-01-2000
01-01-2000