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Welcome to our comprehensive Marketing Tools Library, where we provide a wealth of resources to ensure your marketing efforts are effective and up-to-date. Our goal is to equip you with the necessary tools and materials for successful marketing campaigns.
Below you will find a curated list of available materials, all conveniently located in one place for your ease of access. To explore specific categories, you can also navigate through the links under Agents and Marketing Library. These categories include:
- Agent Plan Overviews
- Flyers
- Brochures
- Videos
- Agent Presentations
- Important Forms
Our team is dedicated to continually updating and enhancing the marketing tools available to you. It is important to always use the most current version of these materials. Whenever a material is updated, we will notify you via email. Please transition into using the new material as soon as it becomes available to ensure consistency and compliance in your marketing strategies.
For further information or if you have any questions about the materials, feel free to reach out to us. We are alway eager to assist you and value your feedback. You can contact us at: 800-964-8331. We look forward to hearing from you and supporting your marketing endeavors!
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.
Our Plan Flyers provide a steamlined approach to understanding and presenting our plans. Rather than individual brochures, these concise 3-4 page flyers offer a comprehensive overview, complete with clickable links for easy access to important documents such as state-specific Certificates of Insurance and any necessary disclaimers.
By using these streamlined flyers, you can effectively communicate the essential features and benefits of our plans to clients, ensuring clarity and compliance in your marketing efforts.
Below you will find brochures for the plans in which we have an approved brochure. For all other plans, please refer back to the Plan Flyers section above. It is essential to ensure that you are using the correct version of each brochure. The table below provides a column (in green) indicating the most recently approved version that you should be utilizing.
By adhering to these guidelines, you can ensure that you are presenting the most accurate and up-to-date information to your clients, maintaining the integrity and effectiveness of your marketing strategies.
Welcome to the video section of our Marketing Tools Library. Here, you will find a selection of approved videos designed to enhance your understanding and promotion of various insurance types, memberships, and more. Our video content is crafted to engage and inform, making it an effective tool in your marketing strategy.
All videos can be personalized to better fit your needs and branding requirements. If you wish to personalize a video, please complete the Personalization Request Form. Once your requested video(s) are personalized, we will provide you with a link and the embed iframe codes. This will allow you to easily place the videos on your website or share them across your social media platforms.
We are committed to expanding our video library and are actively working on creating new content. Once new videos are developed and approved for use, they will be posted here. stay tuned for updates and additions to our video collection.
By utilizing these videos, you can effectively communicate with your audience, providing them with valuable insights and information in an engaging format. Make sure to check back regularly to see the latest additions to our video library.
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.
By utilizing these presentations, you can enhance your marketing strategies, ensuring that you are well-prepared to meet client needs and expectations effectively.
Below you will find a comprehensive list of important forms used in conjunction with marketing plans through HealthyAmerica. These forms are essential for ensuring smooth and efficient processes. If you have any questions about these forms, please do not hesitate to contact us at 800-964-8331. We are here to assist you.
indicates most commonly used forms and links.
| Form Name | Form Link  |
|---|---|
| Effective Date Schedule (Shows Effective Date & Draft Date) |
EFFECTIVE DATE SCHEDULE |
| Claim Forms (Links to all Plan Claim Forms) |
CLAIM FORMS |
| Group Billing Form (For Groups with Same Billing Account) |
GROUP BILLING FORM |
| Cancellation Request Form (Client Form to cancel membership plans) |
MEMBER CANCELLATION FORM |
| Bank Draft Change Form (Update UBA or HAA Billing info) |
BANK DRAFT CHANGE FORM |
| Credit Card Change Form (Update UBA or HAA Billing info) |
CREDIT CARD CHANGE FORM |
| Add Dependent Form (Add members to a plan) |
ADD DEPENDENT FORM |
| Request Additional Customer ID Cards (Replace lost or get additional ID cards for member) |
REQUEST ADDITIONAL ID CARDS |
| Submit Renewed Licenses (Update expired licenses to ensure our system is updated) |
SUBMIT EXPIRING LICENSES |
| Agent Back Office (Access New Business & Renewal Statement) |
EAGENTCENTER.COM LOGIN |
| Change Client Address Form (Change Customer mailing address) | CHANGE CUSTOMER MAILING ADDRESS |
| Change Client Email Address Form (Update Customer email address) | CHANGE CUSTOMER EMAIL ADDRESS |
| Vitamin Order or Reorder Form (Use if member's have FREE vitamins in plan - order form also available on Member Portal) | VITAMIN ORDER FORM |
| Paramount RX Retail Web Tool (Look up RX providers & discounts) | PARAMOUNT RX RETAIL WEB TOOL |
| Paramount RX Pet Web Tool (Look up Pet RX providers & discounts) | PARAMOUNT PET RX WEB TOOL |
| Secure Email Upload (Send documents to us securely using our Sharefile link) | SEND DOCUMENTS SECURELY THROUGH SHAREFILE |
| Agent Direct Deposit Change Form (Change the account for your direct deposit checks) | AGENT CHANGE OF THEIR DIRECT DEPOSIT INFO |
| CMS Consent Form (Agent for Marketplace ACA sales for Customer permission) | CMS CONSENT FORM |
| SiriusPoint Appointment Paperwork (Stand-alone appointment form for Sirius) | SIRIUS APPOINTMENT FORM |
| GTL Appointment Paperwork (Stand-alone appointment form for GTL) | GTL APPOINTMENT FORM |
| US Fire / Crum & Forster Appointment Paperwork (Stand-alone appointment form for USFire/C&F) | US FIRE / C&F APPOINTMENT FORM |
| UBA & HAA Help Guide (Commonly asked questions about UBA & HAA plans) | UBA & BB HELP GUIDE |
| United Healthcare Agent Portal (Login to your United Healthcare Agent Portal) | UNITED HEALTHCARE AGENT PORTAL LOGIN |
By utilizing these forms and links, you can effectively manage your marketing plans, ensuring that all processes are handled smoothly and efficiently. Stay informed and organized with the right tools at your disposal.
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 easy 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 questions or need assistance interpreting the schedule, please 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 is a list of plans available with these effective date options:
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 questions 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.