Company Information

 

Contracting:

Fax: 888-509-7058

New Business Supplies/Enrollment Kits:

Diane Bateman: 800-769-1847 ext. 237

Judi Howard: 800-769-1847 ext. 240

Team Loop: 800-769-1847 ext. 912

New Business Processing:

Fax: 888-638-6943

Janai Curtis: 800-769-1847 ext. 233

Kathy Fox: 800-769-1847 ext. 249

Team Loop: 800-769-1847 ext. 919

Commissions Customer Service:

Barbara Acevedo: 800-769-1847 ext. 281

Ashley Strader: 800-769-1847 ext. 230

Christopher Vogt: 800-769-1847 ext. 235

Team Loop: 800-769-1847 ext. 913

Provider Search Tool:

To access Excellus’ provider search tool, please click here.

Certification

2016 Certification

Products:

  • Medicare Advantage
  • Medicare Supplement

Certification Start Date

Live

Is AHIP Required?

Yes

What is Cost of AHIP?

It costs the standard $175 fee. No discounts are given through Excellus; however, agents are able to complete the Gorman Medicare basics training at no cost if they have not completed AHIP 2016 training.

Can AHIP Be Used for Compliance Credit?

Yes

Does Carrier Reimburse for AHIP?

No. However, free training is available through Gorman.

Certification Compliance Modules:

2016 AHIP Medicare Training or 2016 Gorman Medicare Basics.

Is Face-to-Face Training Required?

No

Will Certifying for 2016 Allow Me to Sell 2015 Products?

No. Agents looking to sell both 2015 and 2016 products should complete the 2016 training FIRST before going through the 2015 training (if desired).

Are Additional Steps Required for Those Certifying for the First Time Versus Those Who are Recertifying?

No

How Do I Retrieve My Username and Password?

Your username will be your Social Security Number (you will have the opportunity to select a new username in 2016). If you forget you password, you can click the “Forgot Password” link on the website.

For more assistance, agents can call the phone number (listed on the website) to contact Gorman. Staff at Gorman will assist agents with logging into the website.

Who Do I Contact at Carrier to Confirm Certification?

Agents can contact David Raymond at 800-769-1847 ext. 324 or nick@custombenefitplans.com to confirm their certification.

Certification Web Link:

Please contact David Raymond at 800-769-1847 ext. 324 or nick@custombenefitplans.com for the correct 2016 certification link.

Submitting Business

Parts of a Compliant Application Submission:

  • Fax coversheet
  • Application
  • Scope of Appointment (if applicable)

How to Submit Business with Excellus BlueCross BlueShield:

Paper Applications

How to Upload Applications to myBiz:

  • Log into www.ritterim.com
  • Click the orange “Menu” button
  • Click “myRitter” in the toolbar that pops up on the left side of your screen
  • Select the red “Upload” button under “myBiz App”
  • Click the blue “Upload Application” button
  • Fill out the required fields, attach the application, and click “Submit”

Supplies

How to Order Supplies for Excellus:

To place a supply order for Excellus, please complete the 2016 Sales Kit Request Form.

Once the form is completed, please email the form to Excellus Broker Support atMedicare.broker.support@Excellus.com. Make sure to indicate if the enrollment kits are to be sent somewhere other than the address recorded in the Sentinel system.

Kits will be delivered 3-5 business days after they are ordered.

Kit Components:

  • Scope of Appointment Form
  • Product Brochure
  • Two Applications
  • Star Rating
  • Business Reply Envelope
  • Comprehensive Formulary
  • Reference Guide Book (all bound together)
    • Silver & Fit Fitness page
    • Summary of Benefits with Multi-Language Insert
    • Provider/Hospital/Pharmacy Online Look Up Instructions

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