Devoted Health PY2024 Certification

It’s time to certify for PY2024! Our process is a “one-stop-shop” model and our goal is to keep the experience easy so that agents can complete the process in a few simple steps. As agents complete our 2024 certification process, you can monitor your agent’s progress via the PY2024 RTS report in the Agent Portal.

Reminders

PY2024 Certifications & RTS Status

State additions for PY2023 are closed and agents should complete their PY2024 certification to add additional states. As a reminder, the Agent RTS Report is available in the Agent Portal. This report allows you to view ready-to-sell (RTS) details by plan year and state for all current agents in your downline. Send Agent Support a message via the Agent Portal if you see anything in the report that needs updating!

Did you know you can now submit messages to us via the Agent Portal?

That’s right! Check out the “Messages” tab on the left-hand side to create a new conversation with Devoted Agent Support. One of our Agent Support associates will follow up with you within 48 business hours. You will receive email notifications when a message receives a new comment.

Release / Transfer Tips & Tricks

PY2024 Blackout Period

Our blackout period for delayed releases begins on 8/15! The blackout period does not apply to immediate releases; immediate releases will still be processed within the timeframe outlined in our broker manual:

Release / Transfer requests can be sent via the “Messages” tab within the Agent Portal. If you do not have access to the Agent Portal, requests can be sent by email to agent-support@devoted.com

Communication is Key! 

Please be sure to include the name, NPN, and email address of the agent(s) for which you are requesting the transfer. If you are requesting a transfer on behalf of another agent, please cc the agent for confirmation.

If you are requesting the release/transfer of an entire agency, please include the names, NPNs, email addresses, and effective dates for all agents in that agency’s downline. Sometimes we do not have visibility into the specific agency you are requesting, and this will help us ensure that all of the requested agents are moved correctly.

Payee Type Confirmation (Direct Payee vs. Indirect Payee)

Unless otherwise instructed, agents will be transferred from one agency to another at their current payee type. If you would like the agent(s) to be transferred at an alternate payee type, please be sure to include this in your request. It is important to note that any agents requiring payee type changes will have to sign a new agreement and they will not be in good standing until the new agreement is signed.

Devoted Health Marketing Portal FAQ

How do I log in to the Marketing Portal?

Agents will be provisioned access within 2 business days of becoming RTS, and go to the Marketing Portal. Under For Brokers and Devoted Sales Agents, enter your NPN and date of birth to log in.

What can I get on the Marketing Portal?

Enrollment materials, enrollment kits, and benefit literature like tri-folds and flyers. You’ll also find promotional materials, giveaways, and items for event setup. Here’s a quick peak at a few of the items you’ll see.

We set aside items for our Star Sellers Program. Here’s how it works. Once you reach a certain number of sales, we’ll add Broker Bucks to your account. You can spend those dollars on anything in the Marketing Portal, including signage, premium giveaways, customizable flyers, and more. Want to learn more? Call us at 1-877-764-9446

How will I get my order?

The Marketing Portal works like any other online shopping experience. Choose your items, enter your shipping information, and we’ll send it right to you. You’ll get an order confirmation email and a shipping confirmation email with tracking details.

What if I have delays or other issues with my order?

Tap the Contact Us button in the upper right corner of the portal. Then tap Log a Help Desk Ticket and Create New Ticket to submit your issue or question. We’ll respond to you as soon as possible.

Upcoming Trainings

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

AEP Kickoff

Join us as we gear up for the highly anticipated Annual Enrollment Period (AEP). This session is designed to provide some reminders about our 2024 Devoted Health plans and where we succeed, as well as provide essential final reminders as you embark on this exciting enrollment period. Additionally, our esteemed leaders will impart words of encouragement, to hopefully motivate you to reach new heights of success.  Get ready to seize the opportunities that lie ahead and make this AEP the most remarkable one yet! Register Now

Monthly Form Overview & Reminders

At Devoted Health, we have several forms that should be submitted on a recurring basis. 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.

• 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!