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Medicare Resource Center

Roger Daniel Insurance

Here you will find general and carrier specific materials to help you with an array of things you’ll encounter as a Medicare certified agent. From tips on processing enrollment forms to find a provider links, check here for answers. If you can’t find it here pick up the phone and give us a call 406-252-3411.

General Medicare Resource Documents


SSA Understanding the Extra Help
SSA How to apply for Extra Help
CMS Guide to Medicare Preventive Benefits
2019 Medicare Marketing Guidelines Final 09/05/2018

Humana


Quick Answers- MAPA (TRN-REF-877a)
Important Phone Numbers & Email Addresses (AP-189)
POLICY- Use of Company Content by External Agents
Policy on Unsolicited Contact and Request for Future Contact Forms
Electronic Enrollment Signature Types (TRN-REF-885)
Avoiding the Most Common Agent Complaints
12 Tips For Medicare Supplement Apps
How to Complete Humana MAPD or PDP
Certification & Recertification 

Benefits of Electronic Enrollments
Medicare Plan Enrollment-Election Periods Job Aid
Enrollment Application Tips for Processing

BCBS IL, MT, NM, OK, & TX


BCBS Global Core (formerly BlueCard Worldwide®)

MT – Find a HMO Provider
MT – Find a PPO Provider

IL – Find a HMO Provider
IL – Find a PPO Provider

OK – Find a OKC area HMO Provider
OK – Find a Tulsa area HMO Provider
OK – Find OKC and Tulsa area PPO Providers

NM – Find Basic and Premier HMO Providers
NM – Find Select and Flex HMO/HMO-POS Providers
NM – Find a Choice Plus PPO Provider

TX – Find a HMO Provider
TX – Find a PPO Provider

Automated Premium Payment-EFT-Form
2018 MAPD-PDP Certification Webinar
Agent Reference Guide 2017
Authorization to Disclose PHI

United HealthCare


Find a Provider

UnitedHealthcare Medicare Solutions Agent Guide (EDC) – (06-22-17)
Assignment of Commissions Form
UHC missing incomplete application update request form
Sales Policy Job Aid Eff. 5-1-17
UHC Scope of Appointment – Generic Form with cover sheet
AARP Supplement Application Guide

Aetna MAPD/PDP


Find a provider
Find a Provider – Coventry

Aetna Producer World Website Overview
How_to_Avoid_Recieving_Complaints
Aetna 2017 Medicare Enrollment Instructions
Aetna Code of Conduct Dec 2016
Aetna FDR Medicare Compliance Guide March 2017
Aetna SOA
Aetna Producer Guide 2018

Aetna Senior Supplemental Insurance (Medicare Supplements)


Supplement Directory for Agents
ProductAvailabilityChart
Licensing Fax Cover Sheet
Guide to Ethical Market Conduct
Agent Guidelines for Premium Bank Drafts
Agent EFT Form
Aetna fax cover sheet-SuppEnrollment

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