Anthem: Contracting (New & Transfer)
Byron Edwards
29 steps
2 minutes
Front
Versión en español [**aquí**](https://scribehow.com/viewer/Anthem_Contratacion_nuevo_y_transferencia__yLJX0kqpR3SUeLQGSGqhMg)**.**
Alert! If you have an Agency with an Agency NPN, refer to these more detailed instructions and read them carefully. You must enter "3 Tier Broker Owned Agency".<https://scribehow.com/shared/Anthem_Contracting_New_and_Transfer__Agency_Detail__EZ07-1K4R3Sl9daojRAm7g?referrer=search>
1
You'll receive an email from [software.support@anthem.com](mailto:software.support@anthem.com) Click on the link to begin the contracting process. 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.
2
Scroll down and click the link under "1. Log in or register using our Producer Toolbox." If you have a login, you must login using your individual log-in, AND NOT your agency login. If you use your agency login, you will encounter an error message. The link to producer toolbox is <https://brokerportal.anthem.com/apps/ptb/login>
Scroll down to step 7 if you already have a login to Producer Toolbox
3
If not appointed with Anthem, enter your SSN. If you are appointed and need to register on Producer Toolbox, enter your SSN to register (or Agency Tax ID to register an Agency).
4
Enter your personal information.
5
Enter your password questions.
6
Confirm your email address and click "Log in Now"
7
Log into Producer Toolbox.
8
You'll see an appointment dashboard. Scroll down.
9
The last row will have the most recent appointment link. Confirm it is the right appointment by looking at the date.
10
Complete or update your personal information.
11
Scroll down and continue to appointments.
12
Confirm your states and lines of business are correct. They will be pre-selected if you are an agent. If you are an agency, you will have the opportunity to edit them yourself.
13
Select who should receive commissions. If you are a street agent, they should be going directly to you (your name). If you are an agency, select "3 Tier Broker Owned Agency" to assign them to the agency.
14
Complete the background questions and continue to Forms.
15
Complete the forms. Make sure you sign all the documents along the left hand side.
16
Accept all the documents and continue to EFT info.
17
Update your EFT info to receive commissions electronically. Skip this step by scrolling down.
18
Continue to "Fee payment."
19
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.
20
Submit payment
21
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.
22
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!
23
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](https://getcertified.anthem.com/medicare/certify)
24
You will have the option to submit your AHIP or NAHU scores. AHIP is the standard for all carriers, so we recommend using AHIP.
25
Scroll down, copy the "use access code" and click "Medicare Certification Center."
26
You'll be prompted to log into an existing account or create a new account.
27
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.
28
You'll see your name on the top right when you log-in. Click on "Anthem Course Home."
29
Proceed through the certifications. If you click on "Transcript" you will see the status of all your trainings.
Anthem: Contracting (New & Transfer)
Byron Edwards
29 steps
2 minutes
Front
Versión en español [**aquí**](https://scribehow.com/viewer/Anthem_Contratacion_nuevo_y_transferencia__yLJX0kqpR3SUeLQGSGqhMg)**.**
Alert! If you have an Agency with an Agency NPN, refer to these more detailed instructions and read them carefully. You must enter "3 Tier Broker Owned Agency".<https://scribehow.com/shared/Anthem_Contracting_New_and_Transfer__Agency_Detail__EZ07-1K4R3Sl9daojRAm7g?referrer=search>
1
You'll receive an email from [software.support@anthem.com](mailto:software.support@anthem.com) Click on the link to begin the contracting process. 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.
2
Scroll down and click the link under "1. Log in or register using our Producer Toolbox." If you have a login, you must login using your individual log-in, AND NOT your agency login. If you use your agency login, you will encounter an error message. The link to producer toolbox is <https://brokerportal.anthem.com/apps/ptb/login>
Scroll down to step 7 if you already have a login to Producer Toolbox
3
If not appointed with Anthem, enter your SSN. If you are appointed and need to register on Producer Toolbox, enter your SSN to register (or Agency Tax ID to register an Agency).
4
Enter your personal information.
5
Enter your password questions.
6
Confirm your email address and click "Log in Now"
7
Log into Producer Toolbox.
8
You'll see an appointment dashboard. Scroll down.
9
The last row will have the most recent appointment link. Confirm it is the right appointment by looking at the date.
10
Complete or update your personal information.
11
Scroll down and continue to appointments.
12
Confirm your states and lines of business are correct. They will be pre-selected if you are an agent. If you are an agency, you will have the opportunity to edit them yourself.
13
Select who should receive commissions. If you are a street agent, they should be going directly to you (your name). If you are an agency, select "3 Tier Broker Owned Agency" to assign them to the agency.
14
Complete the background questions and continue to Forms.
15
Complete the forms. Make sure you sign all the documents along the left hand side.
16
Accept all the documents and continue to EFT info.
17
Update your EFT info to receive commissions electronically. Skip this step by scrolling down.
18
Continue to "Fee payment."
19
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.
20
Submit payment
21
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.
22
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!
23
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](https://getcertified.anthem.com/medicare/certify)
24
You will have the option to submit your AHIP or NAHU scores. AHIP is the standard for all carriers, so we recommend using AHIP.
25
Scroll down, copy the "use access code" and click "Medicare Certification Center."
26
You'll be prompted to log into an existing account or create a new account.
27
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.
28
You'll see your name on the top right when you log-in. Click on "Anthem Course Home."
29
Proceed through the certifications. If you click on "Transcript" you will see the status of all your trainings.
