| DON'T FORGET YOUR E&O INSURANCE WITH NAPA! As a member of NAPA, you will have access to affordable Error and Omissions (E&O) insurance with an A-rated carrier. Members will also have access to Health Insurance options, Property and Casualty Insurance, Dental, a Vision discount Plan and the NAPA Rewards Program. Due to the value this program provides and its relevance in today's senior market, E&O coverage is mandatory for all current Universal American Career agents and managers. New agents are required to obtain E&O insurance after 90 days of service with the company and will be asked to acknowledge this as part of their appointment process on AppointMyAgent.com. Visit the agent website to get your E&O insurance today! |
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| First Diagnosis Cancer/
Hospital Indemnity Contest One Week Left! from Pennsylvania Life Insurance Company, Pyramid Life Insurance Company, and Constitution Life Insurance Company, members of the Universal American family of companies. Show me the money! Sell 3, 6 or 10 Cancer or Hospital Indemnity Policies, and we'll show you the money! 3 Issued Apps = $100.00 6 Issued Apps = $200.00 10 Issued Apps = $500.00 Are You Seeing the Money? Here are the most recent standings as of July 31, 2009: Name Policy Count Kamran Zoghi 38 Jordan VanderSchaaf 36 Raymond Huddleson II 30.5 Donald Jorgenson 29 Arthur Brown Jr. 23 Michelle Classon 21.5 Megan Wessells 21.5 Albert Debyle 21 David Pittaluga 19 Theresa Colon 18.5 Contest period is June 1, 2009 through August 14, 2009. Contest Rules
Only First Diagnosis Cancer, Cancer Ultimate and Hospital Indemnity applications dated during the contest period will count. All applications must be received by Universal American on or before August 18, 2009. All policies must be issued and placed by September 15, 2009. Policies that refund or are non-taken will not count. All prizes will be awarded at the end of the contest period. Maximum bonus will be $500.00. Bonus will be paid to writing agents in good standing only. Should you have any questions, please contact the Career Sales Department.
For licensed insurance agents only. Not intended for distribution to the insurance-buying public. Products not available in all states. Product available from Pennsylvania Life Insurance Company, Pyramid Life Insurance Company and Constitution Life Insurance Company, members of the Universal American family of companies. |
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| Consult This Checklist Before Submitting Traditional Applications! Forgetting something? Incomplete application paperwork often results in underwriting delays. To ensure timely processing and faster commission payments, we strongly encourage you to make it a habit to complete this very handy checklist (click to download) before submitting your traditional insurance business. By doing so, you will help ensure smoother sailing through the underwriting process and fewer costly delays. The checklist is also available on the agent website for convenient download at any time.
Equitable RecoveryCare Suspended as of August 15, 2009 Effective August 15, 2009, Equitable is compelled to suspend new sales of RecoveryCare (Form 690 and Form 680 IA). Applications postmarked after August 15, 2009 will not be processed. Equitable knows RecoveryCare has been a valuable product for many of you. As such, Equitable is committed to re-designing and re-pricing it. They expect to have electronic filings in the states soon and will be working hard to get approvals quickly to shorten the time between now and the release of a new and revised RecoveryCare plan. For details about the suspension of RecoveryCare, please click here. |
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| Revised Guidance: No Cross-Selling during MA, PDP Sales Appointments Due to updated guidance provided by the Centers for Medicare & Medicaid Services (CMS), we have revised our position regarding the cross-selling of insurance products during scheduled Medicare Advantage or Prescription Drug Plan appointments. Effective immediately, no other insurance products may be presented at any point during an MA / PDP / Medicare Supplement appointment, including Senior Dental and cancer coverage. Clients requesting information on these products will need to schedule another appointment to be held at least 48 hours after the Medicare presentation, in accordance with CMS's 48 hour 'cooling-off' rule. Under this guidance, there should be no cross-selling of any other type of insurance product during an MA or PDP presentation, with the exception of Medicare Supplement. This includes non-health coverage such as life insurance or annuities, as well as the Hospital Indemnity product. As a reminder, agents are always required to obtain Scope of Appointment documentation (completed Scope of Appointment form or recorded telephone appointment confirmation) prior to the initial MA/PDP appointment. Click here for full instructions as well as the Scope of Appointment form. |
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| Are You the Rookie of the Year? Be one of 5 NEW agents named "Rookie of the Year!" Achieve the highest issued Annualized New Business Premium (ANBP) in your first 54 weeks and you and your significant other could earn a trip to an exclusive awards weekend with the top company executives! Click here to see the Top 25 NEW agents as of July 25, 2009! |
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| New and Improved Transmittal Form! Your New Business transmittal form has recently received a make-over! Click here to view the new and improved form to submit with applications to the New Business Department. You'll notice that the form has a cleaner and fresher look and includes the capability to type in the information right onto the PDF ! This will help ensure applications are processed more timely and efficiently and therefore, allow you to get paid quicker! You may begin using this new form today. Please discontinue using the MCF-399 form on and after August 15, 2009 as it will no longer be available for order in the Supply Warehouse or download on the agent website. |
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