Anthem: Contracting (New & Transfer & State Additions) - Agency Detail
Byron Edwards
24 steps
2 minutes
Gmail
Anthem
Front
1
Click on email coming from: [software.support@anthem.com](mailto:software.support@anthem.com) Please be sure the body of the email states **Agent Pipeline LLC**. If you see a different agency, please email [support@sparkadvisors.com](mailto:support@sparkadvisors.com) to request a different link.\ \ Access the link on the portal: <https://brokerportal.anthem.com/> Click on the link to log into Anthem.
2
When you log into Anthem, make sure to use your **INDIVIDUAL** account. Do not use your agency account if you have one. If you don't have one, that's ok.
Alert! DO NOT skip ahead through the orange buttons. Make sure you read the steps below so that there are no issues with your appointment and to ADD the AGENCY
3
**Do NOT skip ahead**. You will be prompted to click the orange buttons, but pause at **Personal Information** and unscroll it.
4
Select **Yes** to the question "Are you the principal of an agency or general agency?" Note: If you are ***NOT*** the Principal of an agency, you're in the wrong place and shouldn't be following these directions!
5
Continue to review your details. Then click **Agency** under **Agency Information**. Do ***NOT*** select General Agency.
6
Enter your **Agency Tax ID**. The rest of the information should populate. If it doesn't, contact us at support@sparkadvisors.com.
7
Complete the rest of the fields, and select **Continue to Appointments**.
**Please note below: Select “SENIOR” for both Agency Principal and Field/LOA agents**
8
Select the states and products you want to get contracted with. You have to check the state AND the line of business. Both YOU and YOUR AGENCY must be contracted in the selected states. **Note**: **Select “SENIOR” (not “Individual”)**
9
Click **Select who your Medicare commissions should be paid to**. Then, Select **3 Tier Broker Owned Agency.** Click **Continue to Questions**
10
Complete the forms. Make sure you sign all the documents along the left hand side.
11
Accept all the documents and continue to EFT info.
12
Update your EFT info to receive commissions electronically. Skip this step by scrolling down.
13
Click **Continue to Fee payment**.
14
You may be asked to submit your credit card to pay appointment fees. If you are doing a transfer, then you will *not* be billed again for these fees even if they've asked for the payment information. If you are a new agent adding an appointment, you will have to pay that fee.
15
Click **Submit payment**
16
You will be notified that payment has gone through and the application has been submitted successfully.
Alert! If you have already contracted with Anthem and are now transferring your contract, you will be asked to upload a copy of your release. Do not forget to upload the release if you have one.
17
When you click **Back to Dashboard**, you'll be redirected back to the dashboard, and should see the appointment updated to **Pending Internal Review**.
Alert! If you are a new agent, you should proceed with certifications. If you have already completed certifications, you're done!
18
You will receive an appointment email from [anthem.brokers@anthem.com](mailto:anthem.brokers@anthem.com) Scroll down until you see a link to the certifications site, which can be accessed at: <https://getcertified.anthem.com/medicare/certify>
19
You will have the option to submit your AHIP or NAHU scores. AHIP is the standard for all carriers, so we recommend using AHIP.
20
Scroll down, copy the **Use access code** and click **Medicare Certification Center.**
21
You'll be prompted to log into an existing account or create a new account.
22
If you're a first-time user, you'll be asked to provide the access code you copied in the previous step, along with your last name, date of birth, last 4 digits of your SSN, and NPN. If you have an existing account, you'll be notified of that.
23
You'll see your name on the top right when you log in. Click on **Anthem Course Home**.
24
Proceed through the certifications. If you click on **Transcript** you will see the status of all your trainings.
Anthem: Contracting (New & Transfer & State Additions) - Agency Detail
Byron Edwards
24 steps
2 minutes
Gmail
Anthem
Front
1
Click on email coming from: [software.support@anthem.com](mailto:software.support@anthem.com) Please be sure the body of the email states **Agent Pipeline LLC**. If you see a different agency, please email [support@sparkadvisors.com](mailto:support@sparkadvisors.com) to request a different link.\ \ Access the link on the portal: <https://brokerportal.anthem.com/> Click on the link to log into Anthem.
2
When you log into Anthem, make sure to use your **INDIVIDUAL** account. Do not use your agency account if you have one. If you don't have one, that's ok.
Alert! DO NOT skip ahead through the orange buttons. Make sure you read the steps below so that there are no issues with your appointment and to ADD the AGENCY
3
**Do NOT skip ahead**. You will be prompted to click the orange buttons, but pause at **Personal Information** and unscroll it.
4
Select **Yes** to the question "Are you the principal of an agency or general agency?" Note: If you are ***NOT*** the Principal of an agency, you're in the wrong place and shouldn't be following these directions!
5
Continue to review your details. Then click **Agency** under **Agency Information**. Do ***NOT*** select General Agency.
6
Enter your **Agency Tax ID**. The rest of the information should populate. If it doesn't, contact us at support@sparkadvisors.com.
7
Complete the rest of the fields, and select **Continue to Appointments**.
**Please note below: Select “SENIOR” for both Agency Principal and Field/LOA agents**
8
Select the states and products you want to get contracted with. You have to check the state AND the line of business. Both YOU and YOUR AGENCY must be contracted in the selected states. **Note**: **Select “SENIOR” (not “Individual”)**
9
Click **Select who your Medicare commissions should be paid to**. Then, Select **3 Tier Broker Owned Agency.** Click **Continue to Questions**
10
Complete the forms. Make sure you sign all the documents along the left hand side.
11
Accept all the documents and continue to EFT info.
12
Update your EFT info to receive commissions electronically. Skip this step by scrolling down.
13
Click **Continue to Fee payment**.
14
You may be asked to submit your credit card to pay appointment fees. If you are doing a transfer, then you will *not* be billed again for these fees even if they've asked for the payment information. If you are a new agent adding an appointment, you will have to pay that fee.
15
Click **Submit payment**
16
You will be notified that payment has gone through and the application has been submitted successfully.
Alert! If you have already contracted with Anthem and are now transferring your contract, you will be asked to upload a copy of your release. Do not forget to upload the release if you have one.
17
When you click **Back to Dashboard**, you'll be redirected back to the dashboard, and should see the appointment updated to **Pending Internal Review**.
Alert! If you are a new agent, you should proceed with certifications. If you have already completed certifications, you're done!
18
You will receive an appointment email from [anthem.brokers@anthem.com](mailto:anthem.brokers@anthem.com) Scroll down until you see a link to the certifications site, which can be accessed at: <https://getcertified.anthem.com/medicare/certify>
19
You will have the option to submit your AHIP or NAHU scores. AHIP is the standard for all carriers, so we recommend using AHIP.
20
Scroll down, copy the **Use access code** and click **Medicare Certification Center.**
21
You'll be prompted to log into an existing account or create a new account.
22
If you're a first-time user, you'll be asked to provide the access code you copied in the previous step, along with your last name, date of birth, last 4 digits of your SSN, and NPN. If you have an existing account, you'll be notified of that.
23
You'll see your name on the top right when you log in. Click on **Anthem Course Home**.
24
Proceed through the certifications. If you click on **Transcript** you will see the status of all your trainings.
