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The 2026 Geisinger Medicare Product Training is now LIVE. Reminder: All brokers must access the training through the Broker Portal. Attached is the step-by-step guide.

Any questions, the brokers can reach out to the Broker Care Team at 1-866-488-6653, MON-FRI 8 AM-5 PM or brokerhelp@thehealthplan.com.

Important Reminders:

1. Existing Brokers Currently Appointed to Sell:
   • Must complete their training by December 15, 2025, to be eligible to sell for the new plan year. Failure to complete the training will result in the termination of broker appointments.
2. Existing Brokers with Renewal Commissions:
   • Brokers not interested in selling but who have renewals to be paid must complete their training by December 15, 2025, to avoid interruption to their renewal commission. Failure to complete the training will result in the termination of broker appointments.
3. Brokers with an Active Book of Business:
   • Brokers who do not complete the required training will be terminated. Book of Business transfers will adhere to our Medicare policy. Newly appointed brokers have 30 days to complete the required Medicare Advantage (MA) training, AHIP certification, and submit a copy of the Letter of Agreement (LOA) or Commission Agreement at the time of appointment or before the time of transfer to be considered valid.
   • The LOA/Commission Agreement is a contract between the Third-Party Marketing Organization (TPMO) and the producer, which determines the ownership of the Book of Business (BOB) should the producer leave the agency or be terminated.
   • If the LOA or Commission Agreement is not received with the appointment paperwork or transfer, we will consider the Book of Business to be owned by the producer.
   • Please ensure that all required documents are submitted promptly to avoid any discrepancies. Refer to the Medicare policy for further details.
4. Subcontracting Agencies:
   • If the broker is the only selling agent under the subcontracting agency and does not complete the required training. BOB will be moved per the Medicare policy. Any active book of business will be forfeited if no appointed upline is applicable. If this is the only producer under the subcontracting agency, then both the producer and subcontracting agency appointments will be terminated.
5. Blackout Period:
   • Geisinger Health Plan has a blackout period from September 30 to December 31, during which no Medicare hierarchy changes will be processed. Requests received during this period will be processed for the first month after the Annual Enrollment Period, becoming effective February 1.

As a reminder the NEW Changes are outlined below:

1. Accessing Geisinger Health Plan Medicare Product Training:

1. • We are changing how your appointed Medicare selling agents will access the annual required Geisinger Health Plan Medicare product training. In previous years, we emailed the training link from our Litmos system. This year, we require all appointed Medicare brokers to create their login through our Broker Portal to access the annual training moving forward. All appointed Medicare brokers must create their Broker Portal accounts by June 30, 2025, to be ready for the 2026 Medicare AEP training release. New brokers will still receive emailed training links; this change applies to already appointed brokers for annual training renewal.

1. Ready to Sell Reports:

1. • The first Friday of May 2025 will be the last emailed Ready to Sell report to top-level Medicare agencies. As of June 1, 2025, all appointed top-level Medicare partners will need to access the Ready to Sell reports on the Broker Portal. We are attaching a step-by-step guide for your convenience. The newly designed Ready to Sell reports are accessible for download at any time.

1. Submitting Appointment Applications:

• • Effective July 1, 2025, all appointed top-level agencies for all lines of business will be required to submit appointment applications through the Broker Portal. Applications will no longer be accepted through brokers@thehealthplan.com after this date. The only exceptions are transfers and acquisitions, which must still be emailed to brokers@thehealthplan.com or submitted through cases in the Broker Portal for easy tracking. We are attaching a step-by-step guide for your convenience.

1. Medicare Appointment Paperwork:

• We have improved the appointment paperwork for ease and efficiency by creating streamlined fillable PDFs. Effective July 1, 2025, we will only accept broker appointment applications submitted with the new paperwork. Please replace all current paperwork with the new versions by this deadline. Please see attachments. For the fastest processing, please ensure the appointment paperwork is completed in its entirety to avoid delays. Please refer to last week’s email regarding the new changes to submitting broker appointment applications in the Broker Portal.

1. Medicare Release Policy and Form:

• We have updated the Medicare Release policy and form, making them streamlined and fillable PDFs. Effective May 1, 2025, please replace all previous Medicare Release forms with the new version. The old release form will no longer be accepted after this date. Please the attachments. As a reminder, all release forms should be submitted with the appointment paperwork to avoid delays in broker transfers.

Medicare Certs & Training Workflow 03.2025