SureBridge’s Newest Features to their Point of Sales Tool

See What’s New in the Point of Sale Tool Beginning October 22

Sourced from SureBridge’s broker announcement from 10/21/21:


Point of Sale (POS) Tool Impacts

Updates to the SureBridge Point of Sale tool will begin around 7 PM CST Thursday, October 21 which could cause the system to be temporarily unavailable. For Email Proposals – If the application is not started by the customer before Thursday (10/21), a new Proposal must be created.

In addition to the new SureBridge products and revised Applications, the following updates will be made to the POS Tool:

• Primary Beneficiary Designation – Now allows up to two Primary Beneficiary designations. Providing as much information as possible (Date of Birth, Address, etc.) to properly identify the Beneficiaries is important and will help expedite and ensure accurate payments to the designated Beneficiaries.

• Revised Product and Summary Information Form – Updated to include the new Product(s) and the premium amount. This form is part of the Voice Review screen and is required to be read aloud during the call recording process. Note: Applications that include SecureWise Term Life will NOT have Voice Signature as an option.



New SureBridge Products – Underwritten by The Chesapeake Life Insurance Company

  • SecureWise™ Term Life (10 Year & 20 Year) – Alaska, Delaware, District of Columbia, Idaho, Maine, Minnesota, Mississippi, North Dakota, Oregon, Virginia, West Virginia, and Wyoming

Click here for more information regarding SecureWise.

For Idaho* – The following SureBridge products are back!

  • Accident Direct
  • Accident Disability Direct
  • CancerWise® Plus (Individual & Senior) 
    • Optional Rider: Invasive Cancer Recurrence Rider
  • Critical Accident Direct
  • HospitalWise™ (Individual & Senior)
    • No Riders available

*Product information can be found in the Supplemental Product & UW Guide and brochures located on the Broker Portal for product details. Additional product information can be found in the Training guides available in SBU Continu LMS:

See our chart for SureBridge state product availability.

Medical Mutual of Ohio: Important Information on Secure HMO Plan LIS Levels

Taken from MMO’s Special Broker Update from 10/21/21:

Important Information on Secure HMO Plan LIS Levels


As you know, the Secure HMO plan has been a great option for those members who are full LIS. It has also provided agents the opportunity to offer a competitive plan at $0 premium. We feel it is important to share in advance that, as we move into 2022, the premium will be changing. Members who are full LIS will now receive a bill for $2 per month beginning in January 2022. 


We understand expenses are a priority for these members, which is why we wanted to ensure you were made aware of this change. We also want to provide you with the information in advance so you can reach out to your clients and determine which product best fits their needs moving forward. 


Click Here to view the Secure plan LIS premium levels for 2022. You can download a copy of this flier on MyBrokerLink.



If you have any questions, please reach out to your Cornerstone Senior Marketing rep.

WellCare OH Medicare Broker Sales Team Info & Important Ohio Plan Info

WellCare Broker Announcement from 10/19/21:


Welcome to the first of our Wellcare “Help For You” series. These emails are designed to hub all updates and resources in one place to help you access any product, administrative updates along with resources you may need during the 2022 AEP selling season. If you read nothing else during this time, read these emails.

Meet your Ohio Wellcare broker sales team for AEP!

Ohio Medicare Broker Sales Team:

Kimberly Scott
Director, Sales

Nick Poirier
OH South Sales Executive

Kim Cordell-Fife
OH North Sales Executive

Per our previous communication, we are aware that sales materials have been delayed for some agents. We apologize for the inconvenience. We have arranged for several pick up locations and are able to ship you certain supplies upon request. We thank you for your patience during this busy time.

Provider Look up
Please see the buttons below for the provider look up tool website according to plan. Below you will find hospital, physicians, dental and vision providers for your selected plans.

Select the plan button below for more information

H0908 and H0724 (Allwell Legacy)
H5475 (Wellcare Legacy)


2022 Plan Name Changes

As a reminder, all legacy Allwell plans will be rebranded to Wellcare for 2022. Please refer to the table below as resource when referring to the mapping of 2021 and 2022 plans.


Don’t Forget:

• · Complete member HRA/VBE at time of enrollment for maximum bonus earnings
• · Verify DSNP Medicaid before enrollment
• · Update your email and contact information in Agent Connect

Wellcare Important Numbers:
Enrollment Verification and RFI (Request For Information): 877-677-5609

WellCare Agent Support: 866-822-1339

Pharmacy Help Desk: 866-592-5825

Ascend Technical Help Desk: 866-338-7772 or

AVL/SOA – Scope of Appt. Line: 877-780-3894

Agent Hotline: 866-439-1189 ( RX and Provider look up)

Medicaid Verifications Line (SPOP): 866-211-0544


2022 AEP Readiness Resources
Medicare Health Plan Reference
2022 LIS Grid Levels Ohio
PDP Consolidation Highlight


Ohio At A Glance:



AultCare Med Supp News for 2022

AultCare Broker Bulletin from 10/20/21:

Good afternoon Brokers,

As the end of 2021 draws near, we have decided to continue to allow downgrades to our Plan G through 5/31/2022.

When we announce information regarding 6/1/2022 renewals, we will also share our plan moving forward on the downgrades.



If you have any further questions or concerns, please reach out to your CSM Representative!


Critical WellCare PDP Update- RESOLVED AS OF 10/25/2021

Updated plan information from WellCare has been uploaded and accurate data is reflected in the plan quoting effective October 25, 2021.  

Please reach out to your Cornerstone Senior Marketing Rep if you have any questions. 


WellCare Quoting and Enrollment Rate Info Discrepancies

We have been informed that updated plan information from WellCare has NOT been provided to vendor partners and is causing issues with agents quoting and enrolling for these plans so far, this AEP.

The WellCare information discrepancies are reportedly found on all platforms, including:

• WellCare website
• MedicareAPP (MedicareCENTER)
• MedicareLINK (MedicareCENTER)

Also, we have learned that accurate data should be loaded by October 25th, or sooner, if possible.

We apologize for the inconvenience this may cause at the onset of AEP and know that the our teams are working diligently with WellCare to resolve and upload updated plan information to ALL platforms including MedicareCENTER as quickly as possible.

We will confirm to you as soon as we know the issue has been corrected and accurate WellCare information is available.

Helpful Hint For Your Prescription Drug Plan Clients:
With these plan discrepancies, it may be wise to re-evaluate any of your PDP client’s prescription calculations, who have enrolled or are planning on enrolling in a WellCare 2022 plan, to make sure they are on the best fitting stand-alone PDP plan.

Please reach out to your Cornerstone Senior Marketing Rep is you have any questions.

614-763-2255 or email:

Anthem: Here’s How to Earn FREE 2023 Certification Training

Sell & Retain 22 During AEP 2022 to Earn FREE 2023 Certification Training!

Sell and retain 22 or more NEW Medicare Advantage plans with 1/1/22 effective dates to earn FREE 2023 Certification Training from Anthem!*

Eligible NEW sales include all types of Medicare Advantage plans including D-SNP and C-SNP plans. PDP sales are not included.

Make sure rapid disenrollment doesn’t reduce your chance of earning Free Certification Training!
• Follow up with clients two weeks after their enrollment is approved.
• Make sure they have their Welcome Kit, ID card and the PCP of their choice.

*Only approved new enrollments with 1/1/22 effective dates that are still enrolled as of 2/15/22 count toward the goal to earn FREE 2023 Certification training.




Questions? Contact your CSM representative for more information.





Cigna’s Agent of Record Reminder

Cigna Broker Communication from 10/15/21: 


We appreciate that you choose to be part of Team Cigna! There’s no question it takes a significant amount of work to build your business, and that’s something you should be proud of. In advance of AEP, we want to let you know that we are committed to protecting your Agent of Record status as well as the commissions you’ve earned for the customers you’ve enrolled.


At Cigna:

  • We understand that sometimes existing customers need to change plans.
  • We would prefer that they remain with Cigna.
  • We want to reduce the work associated with plan changes and free your time to focus on servicing and growing your book of business.

We want you to trust that we will protect your interests and that we value you and your current relationship with the customers you’ve enrolled.


Our commitment to you

When an internal Cigna agent completes a plan change for one of your existing Medicare Advantage customers, you will remain the Agent of Record (AOR) and continue to receive renewal commissions on plan changes.

How will we do this?

Cigna has established a Dedicated Plan Change unit within the CARL team that exists solely to help existing customers transition from one plan to another. This unit is staffed by licensed service representatives, not Sales Agents.

• When an existing customer makes a plan change by calling our Dedicated Plan Change line directly, your AOR status will remain unchanged.
• When an existing customer calls customer service inquiring about a plan change, the customer service representative will transfer the customer to our Dedicated Plan Change line and your AOR status will remain unchanged.
• When an existing customer initiates a plan change through one of Cigna’s internal field sales or telesales agents our team member will either refer the customer to our Dedicated Plan Change line or complete the plan change themselves. In either case, your AOR status will remain unchanged.

The Agent of Record policy applies to:

• Active, licensed, appointed and 2022 certified agents at the time of the customer’s plan change

The Agency of Record policy does not apply when:

• The original agent is no longer eligible or terminated
• Another active, licensed, appointed and 2022 certified, external agent (not employed by Cigna) facilitates the plan change
• The plan change is facilitated through an external Cigna appointed call center agent/agency

The plan change process

As an agent, you still have the option to fill out a new application to submit for current customers.

 Customers can call 1-855-649-5105 to connect to the dedicated Plan Change Queue.






The HealthPlan – 2022 Sales Kit Delivery Delays

The Health Plan apologizes for the delay in getting the 2022 Sales Kits out to you.

Supply shortages have moved an expected arrival date to later next week. For those agents who do not use an online platform to enroll members, open the document link below to access the materials you will need to manually enroll a prospect including: Ohio, WV and DSNP SOB’s; SOA’s; applications and star ratings. The SOA’s are located on pages 83-85 and applications are on pages 87-97 in the Ohio and WV SOB attachments. The DSNP application is separately attached.  If you have any questions or concerns, please reach out to your Cornerstone Senior Marketing sales and/or service team.

Sales Materials with Corrected Links

SureBridge Important AEP Reminders

Soured from SureBridge Broker Announcement from 10/14/21: 

Be Ready for Selling Season – Important Reminders

We’re glad to work with agents like you who are committed to using their expertise to help customers through the challenging task of finding health insurance and supplemental coverage. As we enter the peak selling-season of the year, we wanted to remind you of a few important sales practices to help protect you and your book of business.

As shared in the Chesapeake/SureBridge “Sale Practice” and “Ethics & Compliance” trainings:
• Only you, as licensed and appointed agent with Chesapeake, can:
o Sell, solicit or negotiate business on behalf of Chesapeake/SureBridge,
o Conduct sales (product) presentations, and
o Assist your customers with the application/enrollment process.

• The use of sales assistants, enrollers and/or screeners who are located outside the United States to conduct business on behalf of Chesapeake/SureBridge is strictly prohibited.

Keep in mind, having another person make calls, do some of the work, or even just act as a language translator, if they are not licensed and appointed, and perhaps even more importantly – if they are not located in the United States, could put your contract with Chesapeake at risk.

Let your customer know they can count on you!

You have the expertise your clients need, and they trust you to help them through the insurance process. By following these sales practices, you not only help ensure your reputation with your customers, but you also help ensure compliance with your Producer Agreement (PA). We value your skills, we appreciate the effort it takes to become licensed and appointed, and we are grateful you choose to do business with us!


If you have questions about your PA and/or sales practices, contact your CSM  Sales Director today! 

WellCare Helpful Tip: Locating Legacy Centene or WellCare Plan Info

From WellCare Broker Bulletin on 10/13/21: 

As you are aware, in 2022 our entire family of Medicare products will now be offered under one national Wellcare brand. Although all Medicare products will be presented under the Wellcare brand, work continues to combine all systems and processes into one combined platform.


Health Plan Websites

There are instances where you may need to access health plan information for prior legacy Centene or WellCare offered Medicare products. These plans include Allwell, Fidelis Care, Health Net, ‘Ohana, Trillium Advantage and Ascension Complete.

Health plan information can be obtained by visiting the specific health plan website, which will also provide access to additional information, such as Find a Provider, Formulary, and more.

Be sure to look out for interactive banners on each plan website, which will quickly route you between legacy brands.


The Ascend Advantage

As a reminder, the easiest and fastest way to ensure that you are seeing ALL Medicare plans available in your area and you are credited for each sale is to use the Ascend Enrollment Platform.


If you have any questions or concerns on the legacy plans contact your CSM Service Rep.