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Welcome to our comprehensive repository of training materials essential for mastering our plans. Our commitment is to provide you with the most current and effective resources to ensure your success in marketing our products.
This section will be regularly updated with new and approved materials, so make it a point to check back frequently. Always use the latest versions of these materials to stay compliant and informed.
For more information or questions on training materials, please do not hesitate to call us at 800-964-8331. We are eager to assist you in any way possible to ensure your success!
Welcome to the Online Compliance Training Course, an essential step for all new agents joining the HealthyAmerica family. This brief yet comprehensive course is designed to equip you with a sold understanding of our compliance rules and procedures, ensuring you conduct your business in accordance with our standards.
Compliance training is crucial for ensuring that all agents:
For any questions or if you need assistance during the training, please don't hesitate to contact us at 800-964-8331. We are here to support you in every step of your journey to becoming a successful HealthyAmerica agent.
We are excited to introduce our concise Agent Plan Overviews, designed to provide a comprehensive snapshot of all available plans. These overviews are essential tools for effectively selling and understanding the nuances of each plan. Here's what you can expect:
Our overviews cover the three distinct enrollment platforms:
Each overview is crafted to offer a clear and informative summary, making it easier for agents to communicate the benefits and features to clients.
Embedded within the overview PDFs are links that, when clicked, will direct you to the detailed brochures or flyers for each plan. This functionality allows for seamless access to in-depth information, ensuring you have everything you need at your fingertips.
The plan overview is your go-to resource for a comprehensive view of our current marketing efforts. We ensure that the most current versions are always available on our website. Check the version date located in the corner of the overview to confirm you have the latest information. When we release an updated version, you will receive an email notification. Please make sure to transition to the updated overview promptly to maintain accuracy and effectiveness in your marketing strategies.
Welcome to the Presentations section of our Marketing Tools Library. Here, you will find a collection of presentations specifically designed to assist you in understanding and effectively communicating our offerings. Our presentations are tailored to meet the needs of agents and soon will include consumer-based PowerPoint presentations.
We currently offer a range of presentations, some of which are exclusively for agent use, providing detailed insights into our products and services. These presentations are designed to enhance your knowledge and equip you with the tools necessary for successful client interactions.
We are actively working on expanding this section with more presentations. In the near future, you can expect the addition of consumer-based PowerPoint presentations. These will be invaluable for presenting directly to clients, helping you to convey information clearly and concisely.
We encourage you to check back regularly for new and updated presentations. The date of the last update is conveniently located beneath the title of each presentation, ensuring you always have access to the most current and relevant information.
Welcome to the Agent Guides section of our Marketing Tools Library. Our comprehensive guides are designed to provide you with detailed insights into the benefits offered by different insurance types for each underwriting insurance carrier. These guides are invaluable resources for understanding the nuances of each plan, including state variations, ensuring you have all the information you need in one convenient location.
Each guide is equipped with jump links, which allow you to navigate quickly to specific sections or pages (e.g., pages XX-XX). These clickable links make it eaasy to find the information you need without delay, enhancing your efficiency and effectiveness in serving your clients.
By utilizing these agent guides, you will be well-prepared to offer comprehensive advice and support to your clients, ensuring they have a clear understanding of their insurance options across all states. Stay tuned for updates as we continue to expand and enhance our offerings.
We are actively working on expanding our library to include guides for additional insurance types. Soon, you will find guides for:
Once these guides are created, approved, and available, they will be posted here. We are committed to ensuring you have access to the most comprehensive and up-to-date information possible.
| Type of Insurance |  Link to the Agent Guide |
Last Updated |
|---|---|---|
| Accident Insurance | VIEW (SP) ACCIDENT INSURANCE AGENT GUIDE |
v05.23 |
| Critical Illness Insurance | VIEW (SP) CRITICAL ILLNESS AGENT GUIDE |
v05.23 |
| Hospital Indemnity Insurance | VIEW (SP) HOSPITAL INDEMNITY INSURANCE AGENT GUIDE |
v05.23 |
| Type of Insurance | Link to the Agent Guide |
Last Updated |
|---|---|---|
| Accident Insurance | VIEW (C&F) ACCIDENT INSURANCE AGENT GUIDE |
v06.24 |
| Critical Illness Rider | VIEW (C&F) CRITICAL ILLNESS RIDER AGENT GUIDE |
v06.24 |
| Hospital Indemnity Insurance | VIEW (C&F) HOSPITAL INDEMNITY INSURANCE AGENT GUIDE |
v06.24 |
Guide below is for AME 5K & AME 10K (1300 series) & not for Gap5+ or HAA 5+ Accident. We are working on creating the Gap Term & HAA Lifepass 10 as well as the Gap 5+ & HAA 5+ Agent Guides.
| Type of Insurance | Link to the Agent Guide |
Last Updated |
|---|---|---|
| Accident Insurance (1300 series) | VIEW (GTL) ACCIDENT INSURANCE (1300 series) AGENT GUIDE |
v05.23 |
Understanding effective dates is crucial for ensuring a seamless transition when enrolling in or making changes to plans through our enrollment platforms. Here, we provide clarity on what effective dates are available and how they are determined.
Effective dates are based on when you submit (enter) the application and the member e-signs the app. Please review our Effective Date Schedule if you are looking to get a specific effective date so you know when the application must be submitted to be eligible for the chosen effective date.
Effective dates refer to the start date of coverage for a plan. They are determined based on when you submit the application and when the member e-signs the application. Having the correct effective date ensures that coverage begins as anticipated and prevents any gaps to service.
To determine the appropriate effective date for a plan, it is essential to consult our Effective Date Schedule. This schedule outlines the timeline for when applications must be submitted and e-signed to qualify for specific effective dates. Here's a simple guide to understanding this process:
Both steps must be completed by the specified dates to secure the desired effective date for coverage or membership.
Reviewing the Effective Date Schedule is critical when planning enrollments or changes to existing plans. It ensures that you can secure the preferred start date for coverage, avoiding any lapses or delays. If you have any quetsions or need assistance interpreting the schedule, plase contact our support team.
By understanding and adhering to these guidelines, you can manage your enrollment processes more effectively, providing peace of mind and continuity of coverage for your clients.
The following plans are only available with the first effective date of each month. This ensures that all coverage and benefits align seamlessly with the beginning of the month, providing clarity and consistency for members.
These plans provide flexibility in choosing either the first or the fifteenth of the month as the start date for coverage, allowing members to align their benefits with their personal schedules. Below i s a list of plans available with these effective date options:
Our enrollment links are designed to offer you a seamless and personalized experience, tailored specifically to each agent. There are two straightforward methods to utilize these links:
We offer distinct enrollment links for the various membership platforms:
https://ubaapplication.com/CODE
https://enroll.haahub.com/CODE
https://enroll.benboost.com/CODE
We are excited to announce that we are working on a new agent-sided enrollment application. This enhanced application will feature:
Stay tuned for updates on the launch of these improvements. We are committed to providing you with the best tools to support your success.
If you encounter a SELECT button that is grayed out during the enrollment process, please reach out to us. This could be due to an expired license in our system or pending appointment paperwork. These issues are usually quick to resolve, ensuring minimal disruption to your enrollment activities.
For further assistance or inquiries, do not hesitate to contact our support team. We are hear to help you make the most of your HealthyAmerica experience.
We understand the importance of familiarizing yourself with the enrollment process without the need to submit a live application. That's why we have developed demo versions of all three of our enrollment platforms for you to practice and perfect your enrollment skills.
These demo platforms allow you to explore the enrollment process in a risk-free environment, enabling you to gain confidence and efficiency in using our systems. Whether you're a new agent or simply looking to refresh your knowledge, these tools are invaluable for ensuring smooth and accurate enrollments.
If you encounter any quetsions or require assistance while using the demo platforms, please don't hesitate to reach out to us at 800-964-8331. Our team is eager to support you.
Our IT team is diligently working on creating a more streamlined and robust agent version of the enrollment platform. This new version will feature an enhanced back office, providing you with improved tools and resources to manage your enrollments more effectively.
Once this updated platform is ready, we will notify all agents via email, providing you with the new agent enrollment and back-office link. To ensure you receive these important notifications, please add molly.powell@healthyamerica.biz to your email whitelist. This will keep you informed about all the latest updates and enhancements related to plans, marketing materials, enrollment processes, and more.
Stay tuned for forthcoming announcements, and take advantage of our demo platforms to enhance your proficiency and readiness for live enrollments.
Your agent back office is an essential tool for managing your business with HealthyAmerica. It provides detailed insights into your new business and renewal statements, allowing you to track what business was processed weekly and what renews each month. This fetaure is designed to help you stay organized and informed about your client base and sales performance.
Once the new agent enrollment and back-office system is ready, all agents will be notified via email. Be sure to watch for updates from molly.powell@healthyamerica.biz. It's important to whitelist this email to ensure you receive all critical announcements regarding plans, materials, enrollment updates, and more.
If you have questions or need assistance with your agent back office, please do not hesitate to contact us at 800-964-8331. Our team is eager to support you in maximizing the use of your back office tools to enhance your business with HealthyAmerica.
Company ID = healthyamerica
Agent ID is your assigned HealthyAmerica Agent ID
Initial Password is last 6 digits of social or tax ID
(After initial login, you will be instructed to change your password)
For a visual walkthrough of accessing and navigating your statements, watch the tutorial available on APL's Eagentcenter back-office. This video provides step-by-step instructions and tips to make the process straightforward and efficient.