Release Guidelines

Agent Name*

First NameLast Name

Agent NPN*

Agent Email*

example@example.com

Immediate Release(s) (if applicable)

Release Examples can be found at https://lifeprofessionalsseniorsolutions.com/medicare-advantage-carrier-release-guidelines

IMPORTANT NOTE:

DO NOT select carriers that you have not requested contracting for on the MA Contracting Page already. Doing so will result in your release not being processed properly and/or at all. If you are unsure if you have requested a contract, please check with the contracting team FIRST.

Notice of Intent Guidelines for*

AETNA RELEASE GUIDELINES

IMPORTANT NOTE: Aetna REQUIRES their own Transfer Release Form. This carrier will not accept a standard release.

3-Months with No Production

– No production for 3 months.

– Agent can complete the contracting link and be moved under new hierarchy.

Notice of Intent (Production within the last 3 months)

– Click Here To Digitally Complete & Download a Copy of the Aetna NOI

– Upload the completed form to the link above

– Once contracting is submitted with completed NOI, the 90 day wait period will begin.

– After 90 days, the agent will move under the new hierarchy without needing to re-contract.

Aetna Transfer/Release Form*

IMPORTANT: Aetna REQUIRES their own form for release and will not accept a release on letterhead.

ANTHEM RELEASE GUIDELINES

Notice of Intent

- Agents will send an email, with Medicare@LifeProfessionalsSeniorSolutions.com cc’d, to their current FMO stating that they would like to move to away from them.

- After 6 months, agent will request a new contracting link to be sent and upload a copy of the email they sent to their current FMO to their No More Forms contracting.

ANTHEM Notice of Intent / Release*

(NOTICE OF INTENT) I have sent an email to my previous upline, and cc'd LPSS, requesting my Anthem release.(IMMEDIATE RELEASE) I am uploading my immediate release now or have uploaded my release when requesting my carrier contract.

BRIGHT HEALTH RELEASE GUIDELINES

6 Months with No Production

- No production for 6 months
- Agent will complete the contracting link and be moved under us.

CIGNA RELEASE GUIDELINES

6-months with No Production

- No production for 6 months:
Agent will complete the contracting link and be moved under new hierarchy.

- Production in the last 6 months:
When completing the contracting link, the agent will follow the NOI pathway.

Notice of Intent

- Click Here To Digitally Complete & Download a Copy of the Cigna NOI

- Upload the NOI to the form linked above.

- Once contracting is submitted with the completed NOI, the 90 day wait period will begin.

- After 90 days, the agent will move under the new hierarchy without needing to re-contract.

Cigna NOI (if applicable)

DEVOTED RELEASE GUIDELINES

3-Month Notice of Intent

- Agents will send an email to agent-support@devoted.com with Medicare@LifeProfessionalsSeniorSolutions.com cc’d. This email will start the 3 month clock.

- All parties will be notified via email once the delayed release has been processed.

- NOTE: Agent can continue to produce during the 3-month waiting period.

Release Timeline

Request Received	Immediate Release	Delayed Release (90 Days)
1/2 - 6/31	Processed within 5 calendar days	Processed 90 days post request
7/1 - 9/30	Processed within 5 calendar days	Effective 1/2
10/1 - 12/31	Effective 1/2	Effective 4/1

Devoted Requirement*

I have emailed my release to Devoted and cc'd LPSS as outlined in the instructions above.I have emailed my notice of intent request to Devoted and cc'd LPSS as outlined in the instructions above.

HUMANA RELEASE GUIDELINES

CHA MGA Assignment Form - 90 Day Wait

- Click Here To Digitally Complete & Download The Humana Release Form

- Upload the NOI to the form linked above.

Note: CHA MGA Assignment Forms will be processed by the carrier depending on the date it was submitted. The process dates are as follows.
1/2 – 7/10: Effective 90 days post request
7/11 – 9/30: Effective 1/2
10/1 – 1/1: Effective 4/1

Humana MGA Assignment Form*

SCAN RELEASE GUIDELINES

6-Months with No Production

- Agent will complete the contracting link and be moved under us.

WELLCARE RELEASE GUIDELINES

Agent MUST submit their hierarchy change request in the Wellcare Agent Portal as follows:

1) Login to the Wellcare/Centene portal (Portal URL: https://desktop.pingone.com/cnc-workbench-brk).

2) Under the "My Account" section, select "My Hierarchy Info" (your current upline should be the top listing) and click on the "Change" button.

3) A popup will open and under "Producer Type of Hierarchy Management", you will make the following selections:

Sub Type Options: "Perform an Upline or Payment Change"
Upline Options: "Request To Leave My Current Upline and Join a New One"
Will You Be Receiving Your Commissions... : "I Will Get Paid My Commissions"
Where it says "Next Upline", click the "Search" button (it will not allow you to type into the field, so you must select "Search" first).

4) In the popup, type in Life Professionals Senior Solutions and select "Search".

5) Click "Select" next to Life Professionals Senior Solutions.

6) The popup will close and you can select "Update".

7) You'll see a popup where you will select "Submit Request".

You'll be all set once you do this and it will send Life Professionals Senior Solutions a request to accept the submission and new hierarchy alignment.

Hierarchy changes will go into effect within 1-2 commission cycles from the date the carrier process the request.

Wellcare Requirement*

I understand that providing my release for Wellcare will not complete my transfer and I must login to my Wellcare Agent portal to submit my hierarchy transfer in order to be aligned with LPSS.

UNITED HEALTHCARE GUIDELINES

Notice of Intent

- Agents will need to submit an NOI request to UHC via email. Requests will be sent to shcerts@uhc.com, cc’ing Medicare@LifeProfessionalsSeniorSolutions.com.

Agent will use the template below and the following will be sent on their behalf:

"Hello, My name is [agent name, writing number] my current contract is through [FMO Name]. I would like to move my contract to Life Professionals Senior Solutions whose FMO is Continental Health Alliance, LLC, writing number 6332303; NMA YourMedicare.Com, LLC, writing number YM0000.

Please accept this as my intent to move. If you need anything else, please let me know."

United Healthcare Requirement*

I am submitting / have submitted my immediate releaseI am completing the form provided to submit my notice of intent request to United Healthcare. I understand that this will be sent on my behalf to United Healthcare and LPSS as outlined in the instructions above.

Hello, My name is Agent Name* and my current contract is through FMO Name* . I would like to move my contract to Life Professionals Senior Solutions, whose FMO is Continental Health Alliance, LLC, writing number 6332303; NMA YourMedicare.Com, LLC, writing number YM0000. Please accept this as my intent to move. If you need anything else, please let me know.

Carrier Guidelines*

From Name

From Email

example@example.com