2014 CERTIFICATION CHEAT SHEET

Transcription

1 CARRIER PROCESS HELP / NOTES LAUNCH AETNA Certification website Aetna Medicare Broker Support 7/1/13 Unit at BrokerService- [email protected] or NOTE: Modules must be taken in a particular order. by calling (888) All producers are required to be certified, licensed in the applicable states, and appointed with Aetna, before engaging in the sale of Aetna Medicare products (MA, MAPD, PDP). In addition, producers must successfully complete these requirements to receive renewal commissions for Aetna Individual Medicare plans in *See Certification instructions in docs library 2012 manual. Overview of Producer Certification Aetna Individual Medicare producer certification has three components. 1. Aetna Medicare Compliance and Fraud, Waste and Abuse tutorial and Code of Conduct attestations (45 minutes). 2. AHIP certification (3-7 hours) consists of five training modules and an exam that must be passed with a 90% or better certification must be completed to sell our 2014 Individual Medicare products. Available starting July certification must be completed to sell our 2013 Individual Medicare products (i.e., to age-ins prior to the Annual Election Period (AEP)). After July 1, all new brokers must complete both the 2014 AEP certification and the 2013 product training. 3. PDP Training Modules. 4. Attend a local training class for MA plans (Note: Call centers will have unique handling). All MA product training will be done in a classroom setting. Cost: $100 for external producers, except for Front Runner brokers. For Front Runners certification is free. There is no cost for Aetna sales employees. Certification reminders Courses must be taken in order: The tracking system requires the producer to complete each part of the Individual Medicare certification before moving to the next requirement in the certification sequence. Three attempts: Producers have three attempts to pass the mastery test associated with each online tutorial. Failure to achieve the minimum passing score on any of the mastery tests after three attempts will result in the producer s ineligibility to sell Aetna Medicare products for the next AEP and age-in selling season.

2 Transferring AHIP certification to Aetna: Producers can transfer their AHIP certification to Aetna if they receive a 90% or higher on the assessment (in three or less attempts). However, they must still pass the other two requirements to complete their certification. Continuing Education (CE) credits: Producers can earn CE credits for AHIP training through our certification program. AHIP training has been approved for CE credits in 49 states and D.C. Aetna Regional Broker Liaisons can help you: Navigate the Aetnamedicare.com website. Use Aetna's Producer World website efficiently and effectively. Develop marketing campaigns via the Aetna Medicare Marketing Print Portal. Start your Aetna Individual Medicare producer certification, which includes AHIP certification. Learn about our Medicare Advantage and Prescription Drug (Part D) plans.

3 CARRIER PROCESS HELP LAUNCH Coventry to access the Medicare Broker Portal and complete the Coventry New 7/19/2013 or Returning Broker Portal registration. Annual Medicare broker/agent training and testing is a CMS requirement. Coventry Medicare producers must be certified, licensed and appointed to be "Ready to Sell" before engaging in any sales-related activities for our exciting 2014 Medicare Advantage (MA/MAPD) or Part D plans (PDP). Annual certification is also a requirement to be eligible to receive renewal commissions in Save $50 and pay the reduced registration fee of $100 when you access the AHIP certification website directly from the Coventry Medicare Broker Portal. NOTE: You must take the AHIP certification through the Coventry Broker Portal. Certify early! Brokers/agents who certify to sell on or before September 30, 2013, meet all Ready to Sell requirements, and demonstrate the minimum production requirement may be eligible for the $100 AHIP registration fee reimbursement! Coventry will reimburse you with your January commissions if you have sold six or more (6+) Coventry Medicare Advantage enrollments, or eight or more (8+) First Health Part D enrollments for a 1/1/2014 effective date. (Cancellations and Not Processed Applications will not count) Reminder: If you take 2014 AHIP training prior to 7/22, you will still need to log in to AHIP on or after 7/22 to complete the 2014 Coventry Core training. Senior Market Sales Certification Access Codes: PDP: QFB0G (4 th digit is a zero) CCP: 6Y03J (3 rd digit is a zero) Important Tips and Reminders: Passing Exam Scores: The AHIP Medicare Marketing and Coventry Core General Compliance certification modules for 2014 require that you successfully pass each module exam with a minimum score of 90% within three (3) attempts. AHIP provides Coventry with all examination results. If you fail to pass the Coventry exam within three (3) attempts, you will NOT be able to market or sell that Coventry product in 2014! Be sure to allow yourself ample time to take the online exams. Each exam session (e.g., attempt) has a two (2) hour time limit. The two hours begin when you launch the exam. If you launch it and walk away and reach the two hour limit, your exam will not be graded and your test answers will not be saved. MA Product module attestations will no longer be a requirement to earn commission for those If you have any questions, please contact your upline marketing organization, your local Coventry health plan or our Broker Services Department at , 8am- 6pm ET, Monday-Friday or [email protected] Agents who take 2014 certification can also sell for the remainder of the 2013 selling season.

4 products. For 2014 There Are Only TWO Required Steps Part D: Must complete Step 1 MAPD: Must complete Step 1 and Step 2 Step 1 - Certification A. From the Coventry Medicare Broker Portal complete the Coventry New or Returning Broker Portal Registration. B. When you have registered and logged in to the portal, you are automatically directed to the Training and Compliance page. C. Complete Step 1 under the "Easy Steps for Coventry 2014 Certification". D. Proceed to Step 2 and use the direct link to access AHIP/Coventry registration. Be sure to use the required Coventry Access Code** E. Complete the 2014 Coventry Core Training module and test. Step 2 - MAPD Local Product Training and Testing To be in compliance for 2014, brokers and agents MUST complete the required local health plan MAPD product training. Local product training begins in August. We've made it very convenient for you! Once you have completed the online certification, contact your local Coventry sales team to receive the instructions for completing local product training. When ready to sell, Agent will receive AWN ID card notification directly from the portal. If you are unable to attend one of our local health plan training webinars or in-person sessions, follow these easy steps to become Ready to Sell Coventry Medicare Advantage Plans in Iowa, Nebraska & South Dakota for New Agents: (see footnote) 1) Complete contracting requirements. Then... New and Returning Agents: 1) Go to Coventry s Broker Portal Website at a. Complete the AHIP certification

5 b. Complete the Coventry Core training 2) Complete the 2014 local health plan product specific training by reviewing the two attached documents and then clicking on this link: a. The link will take you to a 20 question test b. Using the plan information found in the two attached PDFs, complete the test. c. Press the Submit button at the bottom of the test. i. You will receive an instant response with your score 3) Provided that you scored 90% or more, you will receive a ready to sell notification from our Broker Services Department within 48 to 72 hours.

6 2014 Medicare Advantage Local Training Contacts In addition to the required annual online AHIP/Coventry Medicare training course, sales readiness for Coventry contracted brokers and agents is assured by completing local health plan product training (preregistration may be required). Please contact your local health plan for complete details and training dates. Health Plan Broker Contact Contact Phone Number Address Altius Health Plans (UT; WY) Reannan Jacobsen Coventry Health Care of Florida South FL Jeff Carlini Central FL and North FL James Martin or Elise Shalda-Wright Coventry Health Care of Georgia Savannah, Augusta Atlanta, Athens, Columbus Melissa McBride Larry Carter HealthAmerica Western PA Ohio and West Virginia Janine McMahon Tim Klaus Central PA SoEastern PA Amy Curran Paul Bernstein Coventry Health Care of Iowa/Nebraska/South Dakota Trina Burnette Cary Hamilton Coventry Health Care of Illinois Angela Hauser Coventry Health Care of Kansas KS North: Kansas City Metro, Topeka and Northwest MO Oklahoma City and Tulsa, OK Moe Jackson Patrick Chambers Rodd Martin KS South: Southwest MO, Southeast KS, AR Jami Lower David Riddle Coventry Health Care of Louisiana John Whittemore Jeff Meyers Coventry Health Care of Missouri Judi Wayhart Coventry Health Care of The Carolinas (NC) Patrick McPhail Paul McLeod x 1889 or [email protected] [email protected] Coventry Health Care of Texas Alexis Horton Kenna Rickett [email protected] [email protected] Coventry Health Care Broker Use Only_071313

7 CARRIER PROCESS HELP LAUNCH CIGNA The new 2014 Medicare Producer Training & Certification : The August 2, PDP lesson is: 2014 National Part D Product Overview. Note: The Producer Training environment is compatible with the following browsers: Internet Explorer 7x and higher; Fire Fox 3x and higher. Producers contracted to sell the CIGNA Medicare products must successfully certify prior to marketing or selling CIGNA Medicare products. This means that you must complete the required lessons and pass the exams with a score of 85% or better prior to distributing any CIGNA Medicare products. The exams are embedded at the end of each lesson. You must complete each lesson prior to taking the exams. You may take each exam up to three times. If you fail to pass either exam within three attempts, you will not be allowed to market or sell CIGNA Medicare products for the 2013 selling season. Producers, who distribute and sell CIGNA Medicare products prior to successfully completing the requisite exams, will not be eligible to receive commissions on that business. Get help with technical questions by contacting the CIGNA University Help Desk at between 8:00 am 8:00 pm EST, Monday through Friday. CIGNAuniversity@gpworldwide. com If you are unable to logon, contact your Agency to verify your username and password. Some helpful tips about the new training & certification website and its functionality: Your username and password is the same as with the prior training site The site URL does not change: All vital information is on one landing page, with no scrolling required You can take a course, study, and download completion certificate quickly and easily The additional navigation and site sections available (i.e., History, AHIP, Help, Profile) support program growth and expansion Please note: There are specific instructions on how to properly close out of the lessons. Please read these instructions carefully to ensure you receive credit for the lessons. The CIGNA University Help Desk does not have access to login information. Agents who take 2014 certification are NOT automatically grandfather in to sell for the 2013 selling season. Separate 2013 certifications are required. If an agent requests their ID and password, or is requesting to have their agent ID unlocked due to two failed attempts- Cigna University does not have access to their agent ID and password. Cigna refers agents back to their upline for ID and password. Producers who fail certification are referred back to upline for additional training. DP s will need to the producers name, agent ID and the lesson number that needs to be reset to: [email protected]. If the agent does not pass on the following attempt, the producer may be required to complete one-on-one training with Cigna National Service Manager or contract may be terminated. National PDP Producers: Must complete and pass exams for both Lesson 1 Arizona MAPD Producers: Must complete and pass exams for both Lesson 2

8 Note: Producers selling PDP and MAPD products must complete both Lessons. Lesson 1: National Part D Product Overview Lesson 2: Arizona MAPD Product Overview Important Note: Producers who distribute and sell CIGNA Medicare Products prior to successfully completing the requisite exams will not be eligible to receive commissions on that business. If you still wish to sell Cigna Medicare products for 2013, there is still time to train and certify. All newly contracted agents are required to complete certification for 2013 as well as Caution: Completion of the 2013 lessons does not certify you to sell 2014 Medicare products. AHIP Training and Credits Once you have completed and passed the 2013 AHIP training, there are two ways to get your credit: 1. Fax your 2014 AHIP certificate with your Cigna Agent ID written on top of the document to Cigna at (248) and get credit for successfully completing the AHIP training. A mandatory fax cover sheet is required and can be located on the website. 2. Or scan and your AHIP certificate to [email protected]. Be sure to write your Agent ID on the certificate before you send it. ========================================================================== Please note: It is important to log back in to the Certification and Training site to verify that you have received credit for Lesson 1. Please allow 7-10 business days for this to occur. If after this time you have not received appropriate credit, please contact CIGNA s Help Desk at a-8p EST M-F or at [email protected].

9 Cigna HealthSpring Cigna Medicare Advantage of AZ How do I get started? Click on the link or copy and paste the link below to your browser to begin your registration and online training. Register as an Agent/Broker Hours of Operation Mon-Fri 8am 7pm Eastern Phone: [email protected] 6/27/13 All new and existing agents must register using their NPN number and complete certification through this site. NOTE: All newly contracted agents are required to attend a class they can choose from the agent portal. Only for new agents. The Three Parts of 2014 Certification are: Complete AHIP Online Modules Complete Cigna-HealthSpring Online Modules Complete 2014 Market Overview Online (Returning Agents). New agents will need to complete face to face training Market Overviews will be available soon! Agents who take 2014 certification ARE automatically grandfather in and can sell for the remainder of the 2014selling season. All 3 requirements are necessary in order to be certified to sell for 2014, you will be notified by when all requirements have been fulfilled. To become certified, you ll need to complete all of the certification requirements and pass your AHIP exam with a score of 85% or better. You ll also need to complete the Cigna HealthSpring certification courses with a passing score of 85% or better. You are required to carry a valid health insurance license and Errors and Omissions insurance in the amount of $250,000/$250,000 for brokers and $500,000/$500,000 for general agents. 100% AHIP Reimbursement Requirements: 1. If agent completes training by Sept. 10, Complete AHIP Online Modules 3. Complete Cigna HealthSpring Online Modules 4. Write 10 AEP enrollments If you qualify you will receive a $100 reimbursement which will be paid at the end of January 2014.

10 CARRIER PROCESS HELP LAUNCH Humana 7/15/13 AGENT SUPPORT Must be completed by October 15, Humana Certification & Recertification Phone: Humana s 2014 Medicare certification and recertification training and tests will be available on July 15, Delegated agents that are currently certified to sell 2013 plans will need to recertify to sell 2014 plans. [email protected] Hours: Mon-Friday (8am-9pm EST) If you were previously certified to sell plans, and then let the certification lapse you will need to attend a faceto-face certification training to be certified again. If you attend a face-to-face certification class after July 15, 2013, you must complete the 2014 MAPD on-line pre-work courses before attending class. Access the delegate pre-work by logging into Any agent completing the 2014 certification will be able to write products for the remainder of 2013 and 2014 AEP. Initial Certification Steps 1. Online Certification Pre-work The online portion of the initial certification must be completed prior to attending the face-to-face classroom training. The Delegated MAPD Pre-work course include: Part 1: AHIP Training & Test Part 2: Compliance Part 3: Products and Processes IMPORTANT: If the agent has taken the AHIP testing through another carrier s site, access AHIP again through the Humana agent portal and send the exam to Humana. 2. Face-to-Face Classroom Training Once the agent has completed the Online Pre-work they will be prompted to select the market for which they will be marketing Humana plans. When a class becomes available the market s Humana MarketPOINT Sales office will contact them and schedule them for the upcoming class. The 2014 MAPD pre-work includes the 2014 AHIP training and testing. Once you have completed the Humana 2014 Medicare Advantage/ PDP certification class you will also be certified to sell any Humana 2013 Medicare Advantage/ PDP plan. The PDP only on-line course will be available the beginning of August. IMPORTANT: You must be certified for each product you plan on representing (HMO, PPO, PFFS and PDP). If a new product becomes available in your area that you have not previously been certified for, you will need to attend a face-to-face certification class. Your ID Card shows you what products you are currently certified for.

11 Humana s Prescription Drug Plan (PDP) only initial certification and recertification training is now available online. Agents who have never completed the PDP certification training will be required to complete the initial PDP only certification course. If you are currently certified to sell only PDP products you will need to complete Humana's 2014 PDP recertification course. All certification training material and recertification material are available through the Humana Agent Portal and complies with the CMS federal requirements for all agents who wish to market Medicare plans. The material is very comprehensive and represents a combination of standardized training developed by America s Health Insurance Plans (AHIP) and CMS, as well as material developed by Humana. Humana will reimburse agents up to $100 for AHIP fees under the following circumstances: 1.) Agent completes, passes and pays for AHIP via the Humana agent portal recertification/certification process. If they take the AHIP course directly through the AHIP site or another carrier s site Humana will not be able to reimburse. 2.) Agent writes 5 MA plans or 25 PDPs effective January 2014 effective members members must be accreted with CMS by March 7, ) No founded Section A or compliance violations. IMPORTANT: After printing your transcript certificate, don t forget to click the send my exam completion to Humana button at the bottom of the page. If you have taken the AHIP testing through another carrier s site, access AHIP again through the Humana agent portal and send the exam to Humana. After completing the AHIP portion of testing You must take the AHIP recertification course prior to beginning the Humana modules - and sending the transcript to Humana, you will continue on to complete the Humana portion of recertification. Humana modules include: Code of Ethics Medicare Fraud, Waste & Abuse Prevention Safeguarding Protected Information (PI) Humana Product Information Agents will have 3 attempts to pass the Humana test with a minimum passing score of 85%- return to My Current Exams to print your certificate of completion. Humana Recertification Schedule July 16 th Launch English versions of MAPD recertification October 15 th Recertification must be completed---recertification site closes November 30 th Sales privileges terminate for any agent that did not certify

12 CARRIER PROCESS HELP LAUNCH SilverScript Aug. 6th Aug. 6 th modules will available for product recertification. In order to receive renewals, agents are required to recertify. [email protected] 2014 Annual Certification must be completed by Dec. 7 th, 2013 for agents to be eligible for 2014 compensation. Phone: Information for people who have completed AHIP or Gorman 2014 Medicare Part D annual certification There are several courses in the SilverScript annual curriculum. We will give you credit for completing the SilverScript Insurance Company Medicare Overview course and the Compliance course. You are still required to complete the SilverScript Product & Process course and the SilverScript Attestation course. Please log back into the Agent Portal and return to this page after August 5 th for instructions on how to submit your AHIP or Gorman 2014 Medicare Part D completion certificate. Information regarding Initial Supply of Enrollment Kits Please log back into the Agent Portal after August 5 th for instructions on how to request your initial supply of enrollment materials. Steps to Access the SilverScript Certification Curriculum Click on the CLICK HERE to access online training link at the bottom of these instructions on the portal training page. As the elearning software begins to load you may see random internet system messages referencing an error trying to log you into the course. Do not be concerned by this message. Within a few seconds the CourseMill window will open and take you immediately to the My Courses page. Click the green and white icon to access the course list. After you click the icon, a list of the required training courses will appear. Start each course by clicking the blue and white launch icon next to the course name. After you complete a course and pass the exam you will be directed back to the My Courses page. Repeat the steps above until you complete all the required courses.

13 When you pass all courses and print out the completion certificate you should then click "logoff" located at the top right corner of the elearning program window, close the elearning browser window, and then refresh your Agent Portal browser page. Keep in mind that you can download/open a PDF version of each training course for reference while you are taking the tests. Click on the Reference Material link (you can find that on the left side of the Agent Portal's main screen) and then open the files Medicare Overview for Agents 2014 Compliance Course for Agents 2014 Certification for Agents 2014 Product Course Announcement Annual Certification and Renewal Compensation Q: Do I still need to complete the SilverScript 2014 annual certification? A: Yes. Agents should complete the SilverScript 2014 annual certification curriculum as soon as it is practical but no later than the end of the annual enrollment period, for two reasons: 1) To answer client questions 2) To be eligible for 2014 renewal commission The 2014 SilverScript Agent Certification curriculum is available via the SilverScript Agent Portal s Training & Certification tab. The curriculum incorporates the CMS certification content requirements including: Medicare overview, compliance guidance and product-specific information. The Product and Process course provides information on the 2014 plan designs. This is important information for you to review before your clients receive their Annual Notice of Change packets during September. It is important for you to complete the 2014 certification so you are prepared to discuss SilverScript topics with your clients enrolled in a SilverScript PDP.

14 Additionally, it is important for you to complete the 2014 certification to maintain your Good Standing status with SilverScript and be eligible for renewal compensation. Training and testing certification must be completed by the last day of the Annual Election Period to remain in good standing for renewals in effect the following plan year (e.g., by December 7, 2013 for renewals for the 2014 plan year).

15 CARRIER PROCESS HELP LAUNCH UAFC / UAM Medicare Sales Sentinel Should you have any questions about 8/1/13 your training and certification requirement, please call Agent Services as follows: Starting August 1, you ll be able to take UAM s online MA Sales Training and Certification Program that can be accessed on your computer or laptop and is available 24 hours, seven days a week. The certification typically takes about four hours to complete. We highly recommend you prepare and schedule your time accordingly. UAM allows a maximum of two attempts for successful completion. Agents utilizing the training platform should expect to complete Medicare CORE certification, as well as UAM s Corporate, Products and Procedures (CPP) certification and UAM s required prerequisites , Monday-Thursday, 8 a.m.-6 p.m. Eastern Time; Friday 8 a.m.-5 p.m. Eastern Time. Or contact UAM Sales Support Team (toll-free ) M-F 8:30am-5pm Eastern time. We encourage you to complete the training and certification program well before October 1, 2013, when Medicare marketing begins. Login Screen New Users: -Register at UAMCertification.com -Enter your National Producer Number -Complete all required fields -Create a password After set up: -You may access the site by entering your Social Security Number -If contracting for an agency you may enter the agency s Federal Employer Identification number and your password UAM Medicare Advantage Contract & Certification Requirements Medicare CORE: Covers Medicare basics, Medicare products and corresponding regulatory requirements with a focus on the Centers for Medicare and Medicaid Services (CMS) 2014 Medicare Marketing Guidelines. This program will conclude with an online 50-question exam, which must be passed with a grade of 85% or higher. Should you need assistance in using the program: Call for technical support. Hours of operation are as follows: Monday-Friday, 8:00 a.m. 7:00 p.m. Eastern time. Technical support is also available on weekends through November between the hours of b10:00 a.m. 2:00 p.m. Eastern Time. [email protected] 2014 Agent Certification Manual can be found on SMS docs under Agent Training UAM s Corporate, Prodcuts and Procedures (CPP) Training: Your successful completion of CORE is key to CPP training. You will earn about UAM s 2014 MA products, services and corporate and regulatory requirements. You must complete the training and pass the corresponding exam with a score of 85% or higher for each product you wish to offer during the 2014 AEP.

16 Required Prerequisites: Universal American (UAM) Ma Contract Annual Background Check to be completed by UAM s home office UAM Health Insurance Portability and Accountability Act (HIPPA) attestation (including HIPAA training, privacy and security) UAM Code of Conduct Attestation UAM Fraud, Waste and Abuse training and exam UAM Agent Field Manual Attestation Typically, the training takes about 4 to 5 hours, but individual completion time may vary. There is no time limit on completing the exams. HOWEVER, the site times out after 20 minutes of inactivity. You can log back in at the login page and select the module/lesson you were reviewing. You will be returned to the same point where you were in the lesson. Warning: If you are taking an exam and the session times out, it will count as an attempt. If you have an available attempt remaining, you can select the exam but will need to start from question one. It s important to know that once you are in an exam you must complete that exam in its entirety or lose an attempt if the session times out.

17 CARRIER PROCESS HELP LAUNCH UHC Need assistance? Contact the Producer 7/15/13 Help Desk at In order to take any of certification modules, your computer needs the following requirements: Internet Explorer version 7.x or 8.x Screen resolution of 1024 x 768 Acrobat reader version 6 or higher Marcomedia Flash Player 9 or higher If you have questions or need help call the Producer Help Desk (PHD). The PHD is staffed Monday Friday 7 a.m. to 7 p.m. CST [email protected] Agents must complete all prerequisites and product modules and pass with a score of 85% or higher within 3 attempts. Prerequisites include: 1. Medicare Basics 2. Ethics and Compliance Module 3. AARP 101 Agents who take 2014 Prerequisites and Products courses certification ARE automatically grandfather in and can sell for the remainder of the 2013 selling season. Product modules include: 1. Medicare Advantage Plans (HMO, POS, PPO) 2. Private Fee-for-Service Plans (PFFS) 3. AARP Medicare Supplement Plans 4. SecureHorizons Medicare Supplement Plans 5. Medicare Prescription Drug Plans 6. Chronic Illness Special Needs Plans (CSNP) 7. Dual Special Needs Plans (DSNP) 8. Institutional Special Needs Plans (ISNP) 9. Senior Care Options AHIP certification will be available June 24. UHC will accept AHIP certification or recertification in place of 2014 Medicare Basics, 2014 Medicare Advantage Plans and 2014 Medicare Prescription Drug Plans certification. NOTE: If you choose to certify via AHIP, you need to complete the 2014 certification BEFORE any other 2014 certification modules. Failure to do so will result in an AHIP score rejection. If you choose to certify via AHIP, you will need to transfer the certification credits to UHC for the 2014 certification year through the UHC Learning Center, after completing the AHIP certification and once UHC certification launches in mid-july. If you are a returning AHIP user, your AHIP account will direct you to the appropriate re-certification modules.

18 Beginning June 24, you can take AHIP certification directly through the AHIP website. NOTE: AHIP Certification is voluntary. If you elect to do this, you will receive a $50 discount off of the AHIP certification fee if you FIRST enter the AHIP site by going through the Learning Center. Also, after you begin 2014 Medicare Basics Test