Broker Contracting GuideNew Agent Onboarding

Confidential and Proprietary Information

Confidential and Proprietary Information

Part 1

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Step 1:Accessing the Online Self Service Tool

• Navigate to the following website to begin your Onboarding Process:

Note: the following link is for Independent Agents ONLY, this means you are not associated with an Agency or Upline.

https://social.webcomserver.com/wpm/publicSignup.do?method=prepareSign&tenantName=hlth&&validation=LsTHqumL8fvCGbqSMDzrFzbUZdNAj7Wkfxt0S4jBceXamM7WQ3yn%2BoOj5FKetMDo

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Step 2:Registration

• Please fill out the registration form to create your Broker Online Self Service Tool Account.

• Then, click “Submit”

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You must be able to access the email address

you input during registration

Step 3:Registration Completion

• Please check your email…

• You will receive an email confirmation stating your account login details, as well as a link to your Online Self Service Tool Account

• You will be provided a temporary password to login, once you have successfully logged in, it will prompt you to update your password.

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Please Note: Once you are registered, please notate your login information (username and password) to utilize this site for all future requests. You will only need to complete the registration steps once.

Step 4:Logging into Online Self Service Tool

• You may access your Online Self Service Tool at any time by accessing the following link to login:https://social.webcomserver.com/wpm/index.jsp?tenantName=hlth

• To login:

• Fill in your User Name (login name) and Password and click on “Sign In” to proceed.

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Please Note: You must always enter the “Domain” to login. The Domain is: hlth

Step 5:My Profile

• Once you have logged in, click on “My Profile”

• You will then be prompted to complete a validation step in order to proceed.

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Please Note: You will only need to complete the validation step once.

Step 6:My Profile – Validation

• Please select the appropriate button (Business Entity or Individual Selling Agent) for which you would like to contract as.

• Then, please enter the Tax Id or SSN you will be contracting with and click on “Validate”.

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Use the following guide to assist you:Tax Id: Business Entity - If you intend to sell using your own established entity and Tax Id (i.e. Liability Company (LLC) or Corporation), please provide your Tax Id to continue.Note: License(s) and National Producer Number (NPN) must match the Business Entity name and Tax Id you provide.

SSN: Individual Selling Agent - If you intend to sell using your Individual Name and Social Security Number (SSN), please provide your SSN to continue.Note: License(s) and National Producer Number (NPN) must match the Individual name and SSN you provide.

Step 7:My Profile – Broker Agreement

• As a New Broker, your first step is to submit a Centene Third Party Marketing Agreement.

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Please Note: You must complete all mandatory Certification Courses prior to submitting a Broker Onboarding request and being eligible to sell/market Medicare plans.

• This request consists of: Contract Certification Licensing and Recruitment Form Direct Deposit (EFT Form) (if applicable)

W-9 (if applicable)

E&O (Errors and Omissions)

Step 8:Broker Agreement Submission

• Click on each tab to fill in the various forms.

• Also, click on “I Agree” to agree using electronic signatures

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Please Note: Your NPN and SSN/Tax Id will automatically fill in for you.

Step 9:Broker Agreement Submission

• Once all forms are completed, click on “Submit”

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Please Note: “Submit” is located towards the bottom of the screen.

• If you receive a red error message when you are trying to submit, this means go back the tabs and locate what you have missed to enter and update the field accordingly.

• No tabs should say “Incomplete” when you submit.

Step 10:Broker Agreement Completion

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• Check your email!• You will receive an email Welcome

Letter once your Broker Agreement request has been successfully processed. Please refrain from selling until you receive your Welcome Letter email.

• For Incomplete Requests: If additional documentation is required, you will receive a email notification advising you on the changes required. You will need to return to your request and update it accordingly as stated on the email.

You’re all set!

Please Note: As a contracted Broker, you must have successfully completed Product training requirements for all states you intend to sell for.

Part 2

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Step 1:Accessing the Online Self Service Tool

• Please contact the Admin at the Agency/Upline you are associated with to retrieve a link to contract with Centene.

or use the link below:

https://social.webcomserver.com/wpm/caseEditPrepare.do?&token=kolF%2BSZhoF%2BOYFem%2BPXNvz5h30%2BbGeElN2i2d3cxSrw%3D&tenantName=hlth

Note: You will need the Agency’s/Upline’sNPN (National Producer Number) to proceed.

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Step 2:Registration

• Please fill out the registration form to create your Broker Online Self Service Tool Account.

• Then, click “Submit” and the following message will appear

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You must be able to access the email address

you input during registration

Step 3:Registration Completion

• Please check your email…

• You will receive an email confirmation stating your account login details, as well as a link to your Online Self Service Tool Account

• You will be provided a temporary password to login, once you have successfully logged in, it will prompt you to update your password.

Confidential and Proprietary Information

Please Note: Once you are registered, please notate your login information (username and password) to utilize this site for all future requests. You will only need to complete the registration steps once.

Step 4:Logging into Online Self Service Tool

• You may access your Online Self Service Tool at any time by accessing the following link to login:https://social.webcomserver.com/wpm/userHome.do?&tenantName=hlth

• To login:

• Fill in your User Name (login name) and Password and click on “Sign In” to proceed.

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Please Note: You must always enter the “Domain” to login. The Domain is: hlth

Step 5:My Profile

• Once you have logged in, click on “My Profile”

• As a New Selling Agent, your first step is to submit a Third Party Marketing Entity Authorization form.

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Please Note: You must complete all mandatory Certification Courses prior to submitting a Third Party Marketing Entity Authorization form and becoming eligible to sell/market Medicare plans.

Step 6:My Profile – TPME Authorization

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• This request consists of: Contract Certification Licensing and Recruitment Form Direct Deposit (EFT Form) (if applicable) *

W-9 (if applicable) *

E&O (Errors and Omissions)

*Please Note: You will not have to complete a Direct Deposit Form and W- 9 if the Agency/Uplineyou are associated with is setup as a Lump payment type.

Step 7:Affiliated with an Agency

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• IMPORTANT: You must select “Yes” if you are affiliated with an Agency

• Then, enter the Affiliation NPN into the field provided. Once you enter the Affiliation NPN, the Affiliation name will appear automatically.

• If this is not done, commission payments will not be paid correctly.

Step 8:Authorization Submission

• Click on each tab to fill in the various forms.

• Also, click on “I Agree” to agree using electronic signatures

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Please Note: Your NPN and SSN/Tax Id will automatically fill in for you.

Step 9:Authorization Submission

• Once all forms are completed, click on “Submit”

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Please Note: “Submit” is located towards the bottom of the screen.

• If you receive a red error message when you are trying to submit, this means go back the tabs and locate what you have missed to enter and update the field accordingly.

• No tabs should say “Incomplete” when you submit.

Step 10:Authorization Completion

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• Check your email!

• You will receive an email Welcome Letter once your Authorization request has been successfully processed. Please refrain from selling until you receive your Welcome Letter email.

• For Incomplete Requests: If additional documentation is required, you will receive a email notification advising you on the changes required. You will need to return to your request and update it accordingly as stated on the email.

You’re all set!

Please Note: As a contracted Broker, you must have successfully completed Product training requirements for all states you intend to sell for.

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Additional Resources:My Profile for an Existing Broker

• My Profile will display multiple requests available for submission after you have successfully contracted with us.

• Click on “Click Here” on the option that suites your needs. *Descriptions of each are on the following slide…

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Click on the different tabs to view your

information.

..

List of Available Requestslocated on your Online Self Service Tool

Recontracting (Existing)

• New Medicare Advantage contracting request for brokers who have previously had a Medicare Advantage contract with us and are currently in a termed status

Termination Request

• Request to terminate your current contract

Book of Business Transfer

• Request to transfer your current Book of Business to another Contracted Broker

Demographic Change

• Request to change your address, email, or phone number

Add State

• Request to add an additional State to your current contract once you have completed the Certification requirements for the State you would like to add

EFT Validation

• Request to update your Electronic Funds Transfer (EFT) Banking information

Inheritor Delegation Program

• Request that upon your death the Inheritor Agent delegated will be eligible to receive a Book of Business transfer upon such event and all applicable commissions/renewals will be transferred to the delegated Agent

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We’re Here to Help!

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If you have any questions, concerns or need further assistance with any of the instructions provided, please feel free to contact Medicare Broker Services!

1-800-708-7646

Monday – Friday9:00 a.m. - 5:00 p.m.(Excluding Holidays)

Or contact us via email at hn_medicareprograms@healthnet.com