Allwell’s AEP Helpful Tips & Trends Update

Allwell hopes that you are off to a great start this AEP! This week Allwell is going to focus on making sure your marketing efforts are compliant, geo-coded directories, the broker portal and some fantastic partnerships Allwell has that you can share with your clients.

Tip # 1: Be Compliant

We realize that marketing is incredibly important when it comes to outreach so let us help you be compliant. Our compliance team is here to review any material, marketing or communication that will be seen or heard by your Medicare clients that represent Allwell.

CMS defines marketing as the use of materials or activities that are conducted with the intent to draw a beneficiary’s attention and to influence a beneficiary’s decision-making process when selecting a MA plan. Additionally, marketing contains information about the plan’s benefit structure, cost sharing, measuring, or ranking standards.

Check your materials, make sure that you are compliant. Simply reach out to your local Account Executive and they can help. Any and all client facing materials such as websites, social media posts, print, radio or local sponsorships that meet the definition of marketing must be reviewed and approved by our compliance team in advance.

NOTE: Compliant marketing also extends to social media posts with or without a sales intention. Any use of a company name without approval, whether the intent is positive or negative, can potentially be considered a non-compliant action.

Tip # 2: Geo-Coded Directories

Having a list at your fingertips of primary care physicians, specialists, hospitals and outpatient facilities that are within your client’s service area so that you can submit an accurate and compliant application is helpful. It is important to make sure that you are confirming availability and assigning your client’s (Primary Care Physician) PCP and (National Provider Identifier) NPI when submitting your client’s enrollment application.

Prior to your appointment printing out or having the link to a geo-coded directory for the area in which you are meeting your client may be a good idea. Log on to your local Allwell plan website and go to the “Find a Doctor or Pharmacy” tab. Click on the link labelled “Geocoded Provider Directory Search.” From there you are able to create a directory by Zip code or Address for the Product Type, State, and Specialty.

Tip # 3: Resources at your Fingertips in the Allwell Broker Portal

Once you are actively contracted with Allwell you have the ability to register for our broker portal where you can access a myriad of useful tools and resources to assist you in your sales. You can track your book of business, commission payments, VBE and Blue Button Administrative Payments, eligibility, view sales quoting tools, and access support documents such as forms, brochures and helpful how-to videos on our Ascend online application platform. To register for the broker portal simply visit and create an account. Once you log in you will find a complete user guide in the footer of the portal. If you have any questions or need assistance please contact our Medicare Broker Services Department at 1-844-202-6811 or email

NOTE: You must be contracted and have an NPN number in order to gain access to the portal.

Tip # 4: Use the Allwell Partnerships to your Advantage

Help your clients find FREE programs in their area that best suit their needs. BenefitsCheckUp® is the most comprehensive, free web based service of its kind in the nation that screens for benefits programs for seniors with limited income and resources. BenefitsCheckUp ® users can select categories of programs that interest them to screen for more than 2500 public and private benefit programs in all 50 states.

Inform your clients of how they can earn money by receiving specific preventative screenings or care visits. Your client is automatically enrolled in the My Health Pays ® program once they are an Allwell member. After they complete an eligible preventive screening or care visit and the claim is processed, a Visa ® Prepaid Card is sent to them with their reward amount pre-loaded onto the card. Your client can then redeem those reward dollars at any Walmart, or Sam’s club as well as for certain transportation, utilities, and telecom services. It pays to stay healthy!

Broker Services team at 1-844-202-6811

October 15th – December 7th, Monday thru Friday 9:00am to 7:00pm, and Saturdays, 9:00am – 1:00pm, each time zone.


Broker Services with be closed November 28 – December 1

Ascend Help Desk & VBE Wellness Advocate will be closed November 28