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Wellcare | Agent of Record (AOR) Promise

December 1, 2022

We believe great partnerships are built on a foundation of trust and confidence.

You can trust that we will protect your interests and not create barriers when offering Wellcare Medicare Advantage Plans (MAPD or MA) and Prescription Drug Plans (PDP). You can have confidence that when you speak, we listen. Our Agent of Record Promise (AOR) commitment recognizes that you work hard, deserve the commissions you earn, and we promise to protect your commissions for members you have enrolled.

Agent of Record Promise:

You can rest assured, when an existing client makes a plan change by calling Wellcare directly, your AOR status will remain unchanged. This means, you will remain the AOR and continue to receive renewal commissions on plan changes. This even applies to plan changes from PDP to MAPD, where applicable. The Agent of Record Promise benefits your book of business year-round.

The Agent of Record Promise Applies to:

  • Active Certified, 1099 contracted agents at the time of the member’s plan change.
  • All current and future Wellcare MA, MAPD, or PDP members in your book of business.
  • Plan changes facilitated through external, Wellcare appointed call center agent/agency.

Examples of the AOR remaining the same and renewal commissions will be paid for the new plan as long as the member remains active:

  1. An existing member calls Wellcare directly and changes from a MAPD plan to a different MAPD plan
  2. An existing member calls Wellcare directly and changes from a PDP plan to a different PDP plan
  3. An existing member calls Wellcare directly and changes from a PDP plan to a MAPD plan
  4. A Wellcare appointed call center calls a member to facilitate a plan change that benefits the member
  5. A Wellcare appointed call center calls a member who is impacted by a service area or benefit reduction, and they select a new plan

The Agent of Record Promise does NOT Apply to:

  • Another Active Certified, 1099 contracted agent facilitates a plan change.

Examples of the AOR NOT remaining the same and renewal commissions will be paid to the new AOR for the new plan as long as the member remains active:

  1. An existing member changes from a MAPD plan to a different MAPD plan facilitated by another active certified 1099 contracted agent.
  2. An existing member changes from a PDP plan to a different PDP plan facilitated by another active certified 1099 contracted agent.
  3. An existing member changes from a PDP plan to a MAPD plan facilitated by another active certified 1099 contracted agent.

Resources:

As always, we thank you for your continued partnership.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

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