Agent Portal Reports

Review the reports available in the Agent Portal!

Are you taking advantage of the reports available in the agent portal? You can click on the “Reports” tab on the left-hand side to view the following reports that are available to your agency:

Agent Certification Report 

• Location: Agent Portal – “Reports” tab
• Purpose: View a list of your downline agents including certification status by plan year. 

Pending Applications 

• Location: Agent Portal – “Reports” tab
• Purpose: View a list of pending or incomplete applications that require additional information for processing.

Agent RTS Report

• Location: Agent Portal – “Reports” tab
• Purpose: View ready-to-sell (RTS) details by plan year and state for all current agents in your downline.

Applications Data 

• Location: Agent Portal – “Reports” tab
• Purpose: View details for all applications written in your agency and downlines, including applicant name, enrolling plan, application date, sales agent name, and agency affiliation, and current member enrollment status.

If you need assistance accessing the agent portal on behalf of your agency, please reach out to agent-support@devoted.com. 

Marketing Corner

FREE customizable Agency marketing tools!

Our Marketing Storefront is loaded with hundreds of customizable marketing, recruitment, referral and retention assets for you and your agents. Everything from social posts, flyers, direct mail, print ads, emails, rack cards and event/tabling tools. Ready-to-sell agents automatically get an account, but agency marketers need to request access by emailing agent-support@devoted.com. Contact us today to get started! Learn more here.

Consumer Assessment of Healthcare Providers and Systems

What is CAHPS? 

Every year the Consumer Assessment of Healthcare Providers and Systems (CAHPS) sends a survey to a group of Devoted Health members to measure their experiences with their healthcare providers and health plans. When members receive the survey, agents can help by answering questions about it. They can also encourage individuals to take the survey and use this guide to address their concerns. 

Why does CAHPS matter? 

It’s important to Devoted Health to deliver the best care possible. CAHPS accounts for 35% of our Star rating, and so it helps us grow and reach our 4+ Star goals.  

Devoted Dish

The Devoted Dish is now live on Spotify and Amazon Music! 

That’s right, you can now listen to The Devoted Dish podcast on Spotify and Amazon Music. Stay informed and inspired about all things Devoted Health with hosts Stephanie Merritt and Laura Eroh and a series of special guests. Listen here today! Our next Dish will be with our CEO Ed Park Prepare to be captivated as we explore the genesis of Devoted Health, straight from the visionary who helped bring it to life. We’ll journey through Ed’s insights on the future trajectory of healthcare, uncovering the innovative paths he envisions.

Upcoming Trainings 

You’ll need to register in advance for the following webinars. Once you’ve registered, you will received a confirmation email with details about how to join. 

10-Step Benefits Check-up

It’s always a smart idea to stay in touch with your clients and make sure they are using all the benefits that their plan has to offer them. In this session, you will learn how to conduct a 10-step Devoted Health benefits review. Register Here.

• February 21st (Wednesday) at 3:00 PM Eastern
• February 22nd (Thursday) at 9:00 AM Eastern
• February 23rd (Friday) at noon Eastern

All Things Broker With Devoted Health 

In this comprehensive training session, our focus is all about you, the broker, and familiarizing you with all of our tools to help you with your success. We will explore our Agent Portal, Marketing Storefront, Devoted.com website, and our Star Sellers Program.  Register Here.

• March 11th (Monday) at 3:00 PM Eastern
• March 12th  (Tuesday) at 9:00 AM Eastern
• March 13th (Wednesday) at noon Eastern

Building Strong Relationships with Providers

Cultivating a successful partnership with providers can be a pivotal aspect of your marketing strategy. In this session, we’ll delve into essential steps and critical considerations for strengthening your provider network partnership.Register Here.

• March 25th (Monday) at 3:00 PM Eastern
• March 26th  (Tuesday) at 9:00 AM Eastern
• March 27th (Wednesday) at 12:00 PM Eastern

Monthly Form Overview & Reminders

At Devoted Health, we have several forms that should be submitted regularly. Please find the details and access to them below:

• Effective October 1, 2022, CMS requires all contracted TPMOs to report monthly staff disciplinary actions or violations of any requirements that apply to Devoted Health-associated beneficiary interactions. We’ll send a reminder email each month that includes all of the details. The link to submit this month’s form is below. If you have any questions, please reach out to agencyoversight@devoted.com.
  • Submit Monthly Disciplinary Action
• Please remember all subcontracted relationships must also be submitted to Devoted Health per CMS requirements. If you haven’t done so yet, you can access the link below to submit. Newly contracted relationships should be disclosed within 30 days.
  • Please remember all subcontracted relationships must also be submitted to Devoted Health per CMS requirements. If you haven’t done so yet, you can access the link below to submit. Newly contracted relationships should be disclosed within 30 days.
• Devoted Health would like to keep you informed on communications we send to your brokers and update you regularly on marketing assets/tools available through our Marketing Storefront.  As we prepare for the upcoming AEP, we’d like to make sure we have the correct approved contacts for your agency. Please complete the attached form so we can update our records accordingly, thank you!
  • Update Your Contact List

Want to help your agents win with Devoted Health this OEP?Share our latest newsletters that dive into key benefits, marketing tools, and more. These state-specific newsletters will help agents target new-to-medicare, SNPs, and 5-Star eligible members during open enrollment 2024.