United Healthcare 2018 Certification

RBI Senior Sales Coordinator/Independent Agent: James Gramp

With his signature common sense, quiet good humor, and brilliant customer service, Jim is the other half of the RBI phone answering dynamic duo! An Arizona native, Jim manages agent relationships for the East Coast and specializes in the RBI agent tools, especially the Agent Market Edge. Jim has been a licensed health insurance agent for over a year, and has worked at RBI for 2 years. An accomplished bassoonist, he is known around the office for his amazing musical skills. In addition to keeping busy around the office, Jim frequently contributes to our blog, bringing a new agent’s perspective to the RBI online presence.

United Healthcare 2018 Certification

Last year we created a super handy master certifications page on our blog so that agents could easily access all of their certification portals from one spot.  Fear not!  As we draw closer to AEP and more carrier certifications become available we will update our 2017 certifications page for the 2018 certification season.  United Healthcare is the first Medicare Advantage carrier to announce the opening of their 2018 certification, which will be June 26th.  Click the button below to access the UHC certification once it has been released.




Five reasons to not procrastinate this certification season!

If you’re like me, you are going to get your AHIP out of the way as soon as possible.  For me, that’s the day it comes out, June 19th.  I know what you’re thinking, “it’s your job to get it done ASAP,” and you wouldn’t be wrong.  So here are the top 5 reasons to knock out AHIP and carrier certifications as they become available.

  1. The closer you get to AEP to do your certifications, the longer it takes carriers to process paperwork and background checks.  I’ve seen it take up to 6 weeks before agents got their “Ready to Sell” status.

    2018 - Ace the AHIP Live Workshop

    Get ‘er done!

  2. The sooner you get your certifications done, the sooner you can start crafting your marketing plan for AEP (sending ANOC letters, calling all clients, scheduling events and so on).
  3. If you plan on doing any kind of events during AEP, the sooner you have your certifications done, the less likely the locations you have picked out will be booked.
  4. You will not be able to order or pick up any Sales Materials until you are marked as “Ready to Sell” with that particular carrier.
  5. And finally, the last reason you shouldn’t procrastinate when it comes to Medicare certifications: PEACE OF MIND.

That moment an agent tells me they finished AHIP before August

Webinar Wednesday – June 14th

Join RBI Director of Marketing, Justin Bever, on June 14th at 12pm ET to see how RBI Eliminates the Stress, Fear, and Anxiety of Certification and AEP Planning to learn how we’re going to approach the 2018 certification season.

If you don’t want to be frantically running around before the Annual Enrollment Period, then do yourself a favor and don’t procrastinate.  Just get it done, start planning for your AEP, and let RB Insurance Group make this your most successful Annual Enrollment Period yet!


Want to learn how RBI can take your Medicare business to the next level?  Get contracted today, or give us a call at 1-800-997-3107!



2020 ahip discount certification
Medicare cost-sharing
Aetna certification

Online enrollment is the new normal for Medicare Supplement sales

I’ll say it again: Online enrollment is becoming the new normal for the Supplement business. While some documents must be left with your client based on state and carrier regulations, these e-enroll systems eliminate most of the need for constantly reviewing paper forms that Agents have carried to appointments for decades. Many carriers offer easy-to-use, downloadable enrollment programs for desktops and laptops. Tablet apps can be used with Internet for immediate submission or offline for use when a Web connection is later available. 

Most large carriers and even some smaller companies have developed outstanding apps in the past few years. Some of the benefits of using them to enroll prospects are:

  • Immediate Submission.
  • Rapid plan approvals.
  • Reduction in paperwork errors.
  • Improved document compliance.
  • Faster commission payout.
  • Convenient and accurate record keeping.

Converting a prospect into a client has clearly become more seamless thanks to carriers’ adoption of the newest technology. In fact, many of the Medigap carriers that partner with RB Insurance have been busy enhancing their online enrollment programs. Humana, Equitable, Medico, Aetna and Mutual of Omaha are just a few. Most local and national Medicare Advantage and PDP providers have also been tweaking their online and offline enrollment processes while readying for the next Annual Enrollment Period, which starts in October. You can start a fast-track appointment request now if you’re already interested in getting Ready To Sell for these carriers.

United Healthcare recently announced the latest enhancements for its online AARP Medicare Supplement enrollment tool. Webinar training schedules are available on United’s broker portal.

Not to be outdone, we’re seeing Agents utilizing online enrollment capabilities with a number of carriers offering varied plan options such as Hospital Indemnity, Senior Life, Cancer, Short Term Care and Accident policies. Our Affiliated Agents have reported that enrollment apps developed by companies such as GTL, Medico, TransAmerica, ARLIC (the Cigna Healthspring Medicare Supplement) and others make the enrollment process increasingly efficient for Life and Indemnity products.

Don’t be shy about using technology in an appointnment — it can make what you do as an Agent much simpler.

Affiliated Agents can contact our office at (800) 997 3107 for assistance in accessing training for any of our+ carriers’ online enrollment tools.

Subscribe to The Agent’s Advantage to get even more tech tips, including How to build a Compliant Medicare marketing website that works.