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How to File Events with Carriers – What are the Requirements?

All events – whether informal or formal, sales/marketing or educational – are required to be filed with the carrier(s) an agent wishes to represent at the event. What are the timelines for filing? What information is required to file an event? How does an agent cancel an event?

We’ve answered those questions and provided needed forms for each carrier below. Click the carrier name for all pertinent information.

Aetna
  • Timeline: At least 14 days before the event
  • Spreadsheet: Aetna Event Form
  • Note: Use the drop down option on the form, where available.
  • Submission: Email completed form to your Aetna Broker Manager. Always copy MCC@MCCBrokerage.com and your Sales Director on the email, for tracking purposes. If you don’t currently work with a Sales Director, copy Edward Haylock.

 

CarePlus

 

Cigna
  • Timeline: At least 10 days before the event
  • Spreadsheet: None, must be submitted through the Cigna Broker Portal
  • Note: Make sure after you create the event, you submit it for approval.
  • Submission: Cigna Event Job Aid

 

Devoted

 

Freedom/Optimum

 

Humana

 

UnitedHealthcare
  • Timeline: At least 8 days before the event
  • Spreadsheet: Click here to download
  • Note: Use the drop down option on the form, where available.
  • Submission: Save the form, then click the “Validate and Submit” button at the top of the form. Send a copy to MCC@MCCBrokerage.com and copy Edward Haylock 

 

WellCare
  • Timeline: At least 14 days before the event
  • Spreadsheet: WellCare Event Form
  • Note: Use the drop down option on the form, where available.
  • Submission: Email completed form to your Wellcare Broker Manager. Always copy MCC@MCCBrokerage.com and your Sales Director on the email, for tracking purposes. If you don’t currently work with a Sales Director, copy Edward Haylock.

Have further questions?

MCC Brokerage prides itself on being a knowledgeable resource for our agents. We’re always here to answer any questions you have. Contact us.

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