CONTRACTING TRANSFER & RELEASE PROCEDURES

 

AETNA SILVERSCRIPT - contracting link comes from the carrier, release or intent uploaded while completing.

Blackout Dates: October 1 - December 31. 

 

ANTHEM - contracting link comes from the carrier upon receipt of release or at the end of the waiting period.

Blackout Dates: October 1 - December 31. 

 

CIGNA MA - contracting link comes from the carrier upon receipt of release or at the end of the waiting period. Release must be effective 9/15 or earlier. 

Blackout Dates: September 1 - December 31. 

 

HEALTHPARTNERS -  no contracting needed if transferring.

RE-ALIGNMENT Period: April 1 - May 31 

Blackout Dates: September 1 -  December 1

  • Broker-BOB Transfer Form - available to process in SureLC
    • BOB transfers with the agent and the agent owns the business not Sunderland Group.

 

HUMANA - no contract needed if transferring.

Blackout Dates: October 1 - December 31  

 

MEDICA - contracting link comes from Surancebay.

RE-ALIGNMENT Period: April 1 - May 31 

  • Broker Release Form - available to process in SureLC
  • BOB Transfer Form - no specific form needed just a letter

 

MUTUAL OF OMAHA - contracting link comes from Surancebay, release uploaded while completing.

Blackout Dates: September 1 - December 31

 

NATIONAL CARE DENTAL - contracting link comes from the carrier.

 

UNITED HEALTHCARE - contracting link comes from the carrier, release or intent uploaded while completing; done through Sircon.

Blackout Dates: September 1 - December 31. 

 

UCARE - no contracting needed if transferring.

RE-ALIGNMENT Period: April 1 - July 31 

 

WELLCARE/CENTENE - agent has to initiate the transfer on the Wellcare portal

Contracting Closed: July 1 - July 11

Blackout Dates: September 21 - December 7