Step Two: Primerica Carrier Appointment Instructions

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Presentation transcript:

Step Two: Primerica Carrier Appointment Instructions To be completed after Common Application Submission Copyright 2017 GoHealth | All rights reserved.

The following instructions are for agents who have already completed the Common Application. If you have NOT completed the Common Application, please refer to Primerica Online for instructions. Copyright 2017 GoHealth | All right reserved | Proprietary Information of GoHealth, LLC. Do not distribute or reproduce without express permission of GoHealth. CMA has neither reviewed or approved these materials.

Table of Contents Overview 4 Anthem 5-6 7-8 9-11 12 BCBS MI 13 HCSC 14 Indiana, Kentucky, Missouri, Nevada, Ohio, Virginia, Wisconsin 5-6 Georgia 7-8 New Hampshire 9-11 Maine 12 BCBS MI 13 HCSC 14 Humana 15 Time Insurance Company/National General 16-17 UHO 18 Copyright 2017 GoHealth | All right reserved | Proprietary Information of GoHealth, LLC. Do not distribute or reproduce without express permission of GoHealth. CMA has neither reviewed or approved these materials.

Appointment Instructions Overview Before following any instructions on subsequent pages of this document, you must have already completed the Common Application with GoHealth. In order to complete the Common Application, please go to https://setup.brokeroffice.com/common-app/agent-setup?partner=primerica Once you complete the Common Application, you can complete the steps on the following pages to become appointed with the various carriers.

Anthem: Indiana, Kentucky, Missouri, Nevada, Ohio, Virginia, Wisconsin You must use Internet Explorer version 5.01 or higher and Adobe Acrobat Reader 6.0 or higher to complete this application! Click here. Enter your First Name, Last Name, SSN and desired password to create an account with Anthem. Click “Logon To nomoreforms” once this information is complete Click “SubAgent Instructions” Scroll to the bottom of the page and click “Agree” Click “PDS States” Section 1: Producer Information Complete the required fields, which are indicated by red boxes Date of birth (MM/DD/YYYY) Home phone no. – Use: Your own phone no. Producer business phone number Residence mailing address – no PO box – Use: Your home address Business mailing address Physical location business mailing address I prefer to receive mailings at: – Check “Business mailing address” Personal email address Business email address Are you bilingual? – Check “Yes” or “No ” Have you used any other names or aliases in the last seven (7) years? – Check “Yes” or “No.” If “Yes” ”, add the previous name(s) and then check if the name change was First or Last (check both boxes if applicable) Section 2: Appointment Information Type of Appointment: Check “Subagent” When asked if you authorize for this to be your Exchange relationship on this new assignment, select “Yes” Section 3: Commission Assignment Agency Name: GoHealth Agency Tax ID: 26-3235175 Agency Principal Name: Michael Owens Agency Business address: 214 W Huron, Suite 100 Chicago, IL 60654 Cook Agency Physical Location: check same as business address box Agency Phone Number: (888) 250-3409 Section 4: Commission Hierarchy Leave blank Section 5: Previous Addresses Continue on next page Copyright 2017 GoHealth | All right reserved | Proprietary Information of GoHealth, LLC. Do not distribute or reproduce without express permission of GoHealth. CMA has neither reviewed or approved these materials.

Section 9: Business Practices Check “Yes” or “No” to all questions A-L below If “Yes” is answered to any of these questions, please attach a signed written explanation with all relevant information and supporting documents Section 10: Remarks Leave blank unless you wish to add any additional information from Sections 5, 6, and/or 7 Section 11: Authorization- Signature Required Enter your name in the Signature box and today’s date (MM/DD/YYYY) Click “Save Your Info” at the bottom of the page Click “MAPD Addendum” Scroll down to the last page – Your first name, Last name, and SSN will be already populated. Fill in today’s date (MM/DD/YYYY) By - Sign your name Title – Use: Agent Agency tax ID# (if appl) – Use: 263235175 Business Address – 214 W. Huron, Chicago IL 60647 Email Address Producer Phone Number Click “Agree” Submitting your application: Once all forms have been completed click the “submit forms” button on the bottom right side Enter the password you created at the beginning of this process. The re-entered password acts as a wet signature for all your documents. Click the “submit forms” button on the bottom right Click the “submit forms” button one last time on the bottom right Once a screen appears with your confirmation number the online appointment paperwork has been submitted to Anthem If you have lived anywhere other than the home address you previously entered above in the last two (2) years check “Yes”, otherwise check “No”. If you checked “Yes”, please list your previous address(s). f. Section 6: Employment History i. Select “Yes” ii. Provide employment history for the last two years g. Section 7: License Information i. Resident license state: select state from drop down menu ii. Residence license number iii. Check the boxes for the states you are appointed with and paid non-resident appointment fees for h. Section 8: E&O Policy Information i. Policy amount: Policy number: Policy carrier: Effective date: Expiration date: Copyright 2017 GoHealth | All right reserved | Proprietary Information of GoHealth, LLC. Do not distribute or reproduce without express permission of GoHealth. CMA has neither reviewed or approved these materials.

You must use Internet Explorer version 5 You must use Internet Explorer version 5.01 or higher and Adobe Acrobat Reader 6.0 or higher to complete this application! Anthem: Georgia Section 2: Appointment Information Type of Appointment: Check “Subagent” When asked if you authorize for this to be your Exchange relationship on this new assignment, select “Yes” Section 3: Commission Assignment Agency Name: GoHealth Agency Tax ID: 26-3235175 Agency Principal Name: Michael Owens Agency Business address: 214 W Huron, Suite 100 Chicago, IL 60654 Cook Agency Physical Location: check same as business address box Agency Phone Number: (888) 250-3409 Section 4: Commission Hierarchy Leave blank Section 5: Previous Addresses If you have lived anywhere other than the home address you previously entered above in the last two (2) years check “Yes”, otherwise check “No”. If you checked “Yes”, please list your previous address(s). Section 6: Employment History Select “Yes” Provide employment history for the last two years Section 7: License Information Click here Click “Instruction Letter” Scroll to the bottom and click “Agree” Click “PDS No State” Section 1: Producer Information Complete the required fields, which are indicated by red boxes Date of birth (MM/DD/YYYY) Home phone no. – Use: Your own phone no. Producer business phone number Residence mailing address – no PO box – Use: Your home address Business mailing address Physical location business mailing address I prefer to receive mailings at: – Check “Business mailing address” Personal email address Business email address Are you bilingual? – Check “Yes” or “No” Have you used any other names or aliases in the last seven (7) years? – Check “Yes” or “No”. If “Yes”, add the previous name(s) and then check if the name change was First or Last (check both boxes if applicable) Continue on next page Copyright 2017 GoHealth | All right reserved | Proprietary Information of GoHealth, LLC. Do not distribute or reproduce without express permission of GoHealth. CMA has neither reviewed or approved these materials.

Click “Agree” at the bottom of the page Scroll down to the last page – Your agent name and SSN will be already populated. Date Agent Signature Address Click “Agree” at the bottom of the page Click “GA MAPD Addendum 12-2014” Click on “GA MAPD Addendum” Scroll down to the last page page – Your First name, Last name and SSN will already be populated. Fill in today’s date (MM/DD/YYYY) By - Sign your name Title – Use: Agent Agency tax ID# : 263235175 Business Address – Use: 214 W. Huron, Chicago IL 60647 Email Address Producer Phone Number Click “Agree” Submitting your application: Once all forms have been completed click the “submit forms” button on the bottom right side Enter the password you created at the beginning of this process. The re-entered password acts as a wet signature for all your documents. Click the “submit forms” button on the bottom right Click the “submit forms” button again in the bottom right Once a screen appears with your confirmation number the online appointment paperwork has been submitted to Anthem i. Resident license state: select state from drop down menu ii. Residence license number iii. Check the boxes for the states you are appointed with and paid non-resident appointment fees for Section 8: E&O Policy Information Policy amount: Policy number: iii. Policy carrier: iv. Effective date: Expiration date: Section 9: Business Practices Check “Yes” or “No” to all questions A-L below If “Yes” is answered to any of these questions, please attach a signed written explanation with all relevant information and supporting documents Section 10: Remarks Leave blank unless you wish to add any additional information from Sections 5, 6, and/or 7 Section 11: Authorization- Signature Required Enter your name in the Signature box and today’s date (MM/DD/YYYY) Click “Save Your Info” at the bottom of the page Click “GA Agreement” Copyright 2017 GoHealth | All right reserved | Proprietary Information of GoHealth, LLC. Do not distribute or reproduce without express permission of GoHealth. CMA has neither reviewed or approved these materials.

Anthem: New Hampshire Continue on next page You must use Internet Explorer version 5.01 or higher and Adobe Acrobat Reader 6.0 or higher to complete this application! Anthem: New Hampshire Have you used any other names or aliases in the last seven (7) years? – Check “Yes” or “No.” If “Yes” ”, add the previous name(s) and then check if the name change was First or Last (check both boxes if applicable) Section 2: Appointment Information Type of Appointment: Check “Subagent” When asked if you authorize for this to be your Exchange relationship on this new assignment, select “Yes” Section 3: Commission Assignment Agency Name: GoHealth Agency Tax ID: 26-3235175 Agency Principal Name: Michael Owens Agency Business address: 214 W Huron, Suite 100 Chicago, IL 60654 Cook Agency Physical Location: check same as business address box Agency Phone Number: (888) 250-3409 Section 4: Commission Hierarchy Leave blank Section 5: Previous Addresses If you have lived anywhere other than the home address you previously entered above in the last two (2) years check “Yes”, otherwise check “No”. If you checked “Yes”, please list your previous address(s). Section 6: Employment History Select “Yes” Click here Enter your First Name, Last Name, SSN and desired password to create an account with Anthem. Click “Logon To nomoreforms” once this information is complete Click “PDS No State” Section 1: Producer Information Complete the required fields, which are indicated by red boxes Date of birth (MM/DD/YYYY) Home phone no. – Use: Your own phone no. Producer business phone number Residence mailing address – no PO box – Use: Your home address Business mailing address Physical location business mailing address I prefer to receive mailings at: – Check “Business mailing address” Personal email address Business email address Are you bilingual? – Check “Yes” or “No ” Continue on next page Copyright 2017 GoHealth | All right reserved | Proprietary Information of GoHealth, LLC. Do not distribute or reproduce without express permission of GoHealth. CMA has neither reviewed or approved these materials.

Click “NH Instruction Sheet” Scroll to the bottom and click “Agree” Click “NH Commission Agreement” Scroll down to the last page – Your name and SSN should be already populated. You can leave the Broker/Agency Name and Broker/Agent Title blank Broker Title: Agent Enter Today’s Date (MM/DD/YYYY) Click “Agree” at the bottom of the page Click “NH Ind Comm Agreement” Scroll down to the last page – Your name and SSN should be already populated. You can leave the Broker/Agency Name, second signature, and Tax ID number blank. Click “MAPD Addendum 12-2014” Scroll down to the last page – Your first name, Last name, and SSN will be already populated. Fill in today’s date (MM/DD/YYYY) By – Sign your name Title: Agent Agency Tax ID number: 263235175 Business Address Email Address Producer phone number Provide employment history for the last two years g. Section 7: License Information i. Resident license state: select state from drop down menu ii. Residence license number iii. Check the boxes for the states you are appointed with and paid non-resident appointment fees for Section 8: E&O Policy Information Policy amount: Policy number: Policy carrier: Effective date: Expiration date: Section 9: Business practices Check “Yes” or “No” to all questions A-L below If “Yes” is answered to any of these questions, please attach a signed written explanation with all relevant information and supporting documents Section 10: Remarks Leave blank unless you wish to add any additional information from Sections 5, 6, and/or 7 Section 11: Authorization- Signature Required Enter your name in the Signature box and today’s date (MM/DD/YYYY) Click “Save Your Info” at the bottom of the page Copyright 2017 GoHealth | All right reserved | Proprietary Information of GoHealth, LLC. Do not distribute or reproduce without express permission of GoHealth. CMA has neither reviewed or approved these materials.

Click “NH Group Amend 08-15” Scroll down to the last page – Your First name, Last name and SSN will already be populated Title: Agent Signature: type your full name Fill in today’s date (MM/DD/YYYY) Click “Agree” at the bottom of the page Click “NH Individual Amend 08-15” Submitting your application: Once all forms have been completed click the “submit forms” button on the bottom right side Enter the password you created at the beginning of this process. The re-entered password acts as a wet signature for all your documents. Click the “submit forms” button on the bottom right Click the “submit forms” button one last time on the bottom right Once a screen appears with your confirmation number the online appointment paperwork has been submitted to Anthem Copyright 2017 GoHealth | All right reserved | Proprietary Information of GoHealth, LLC. Do not distribute or reproduce without express permission of GoHealth. CMA has neither reviewed or approved these materials.

Anthem: Maine Appointment Instructions If you requested an Anthem appointment in Maine during the common application process, you will receive an email from AgencyAppointments@GoHealth.com. Once received, please click the link contained in the email and fill in the required fields. Copyright 2017 GoHealth | All right reserved | Proprietary Information of GoHealth, LLC. Do not distribute or reproduce without express permission of GoHealth. CMA has neither reviewed or approved these materials.

BCBS MI Appointment Instructions If you selected BCBS MI as a carrier during the common application process, you will receive an email from RightSignature.com. Please click on the link within the email, follow the required steps, and submit your signature. Copyright 2017 GoHealth | All right reserved | Proprietary Information of GoHealth, LLC. Do not distribute or reproduce without express permission of GoHealth. CMA has neither reviewed or approved these materials.

HCSC Appointment Instructions You will receive an email from ProducerExpress@Sircon.com containing a link to finish the HCSC application. Once received, click the link and fill out the required fields Complete basic appointment information Select “No” when asked if you are covered by your parent’s E&O. From there, use the information from your E&O Policy to complete the E&O Section: E&O carrier: Primerica E&O policy number: Agency/Primerica Effective date: 09/30/2016 Expiration date: 09/30/2017 Aggregate claim account: 100 W-9: This will automatically be populated with your information, but your commissions will be paid through Aflac Copyright 2017 GoHealth | All right reserved | Proprietary Information of GoHealth, LLC. Do not distribute or reproduce without express permission of GoHealth. CMA has neither reviewed or approved these materials.

Humana Appointment Instructions If you selected Humana as a carrier during the common application process, you will receive an email from RightSignature.com. Please click on the link within the email, follow the required steps, and submit your signature. Upon completion, you will receive a second email from RightSignature.com. You must click on the link within this email in order to verify your email address and confirm submission to GoHealth. Copyright 2017 GoHealth | All right reserved | Proprietary Information of GoHealth, LLC. Do not distribute or reproduce without express permission of GoHealth. CMA has neither reviewed or approved these materials.

Time Insurance Company/National General Follow the link to: https://nbfsa.com/nhic/ Enter username Go_Health and password: GoHea!th_0601 and click Log In, then Continue. Enter your National Producer Number. Select your resident state and click the blue start button. Compelte the intake form. Select Social Security Number and enter information. Enter your name, date of birth and Social Security number. Enter your resident address and business address. Enter your phone numbers and email address. Indicate No regarding Hierarchy Discovery Leave Account Type balnk Enter NA NA as the Financial Institution Enter NA NA as the Account Holder’s Name Indicate No as authorized on this account Enter 000000000 as the Routing Number Enter 0000000 as the Account Number Click the blue Save and Continue button.

Time Insurance Company/National General (continued) Complete the Producer Application by answering the yes or no questions. Electronically sign by entering your name in the Signature field. Review the Agent Agreement and electronically sign by entering your name in the Signature field. Review the Advertising, Promotions and Marketing Policy and electronically sign by entering your name in the Signature field. Complete the Disclosure and Background Authorization by answering the yes or no questions. Electronically sign by entering your name in the Signature field. Complete the Taxpayer ID Number and W-9 Section. Select Individual/Sole Proprietor LLC as the federal tax classification Enter NA as the Tax Classification number Enter NA as the Exempt Payee Code Enter NA as the Exemption from the FACTA reporting code Review prepopulated address Leave “List account number(s) here” blank Leave “Employer Identification Number” blank Click the blue Save and Continue button. Print and save your records. Download each of the six PDFS for your records by clicking on the document icons. *Appointments added in this manner will not be recorded as “Pending” in the “Current Appointment Status” section of the Common Application. When your appointment is approved, it will appear as an “Active” appointment in this section.

UHO Appointment Instructions If you selected UHO as a carrier during the common application process, you will receive an email from UHO (Getappointed@unitedhealthone.com) that will prompt you to click on a unique, secure link to complete the appointment process. The link expires within 15 days from the date the email is sent. Copyright 2017 GoHealth | All right reserved | Proprietary Information of GoHealth, LLC. Do not distribute or reproduce without express permission of GoHealth. CMA has neither reviewed or approved these materials.