Anthem Announcement from 2/1/21:
Plan changes trigger an automatic update to the Medicare Advantage Agent of Record
Changing Agent of Record (AOR) status is now easier for YOU and your clients. Previously, your client making a
plan change had to submit a signed, hand-written letter requesting you as their Agent of Record.
If your client makes a PLAN CHANGE with an effective date on or after March 1, 2021, you will automatically be
designated as their Agent of Record for Medicare Advantage and Part D business.
The effective date for the Agent of Record change will match the effective date of the plan change. An Agent of
Record change request submitted apart from a plan change will not be accepted for Medicare Advantage and Part D
Important Note: AOR rules are not changing for Medicare Supplement Plans or Anthem Extras. These plans
will continue to require a signed, hand-written letter from the member to request AOR changes. We reserve the right
to contact the member in order to validate all Agent of Record changes. If the AOR change request cannot be
confirmed with the client, the change request can be denied.
*This is a corporate policy. Not all plans/plan types mentioned are offered in all states. If you have questions, please
contact your Sales Team.