Important Resources

Broker Portals

Aetna Producer World
Aetna Quote & Enroll
Aetna Senior Supplemental Insurance Login Page
Agent Pipeline | 2022 MAPD Agent Resource Center
Allstate, from National General
Allwell/Wellcare Agent Connect
Ambetter Portal Login
Ameritas Login
Anthem login
Ascend Login
Cigna Login
Core Benefits Login (Company ID: CORE)
Core HealthContractRequest
DentaQuest (Member Portal)
Direct Health Login
DP Brokers Program by DentalPlans.com – Index
Florida Blue
Get Covered NJ
GS National
Health Sherpa
Healthcare.gov
Highmark PRODUCER HOME
Highmark Book of Business
Highmark HRA form
Horizon Blue
Humana Vantage
Maryland Health Connection Website
MedicareApp – Log in and get started
MedicareCENTER
Molina (and UPMC) via Evolve
New Era – Policy holder Log in
Oscar Login
Pennie
Premier Insurance Contracting Recruiting Page
Premier Marketing
Sentara
Sircon Platform
Sunfirematrix (Only seems to work on Microsoft Edge)
SunFire BlazeConnect (Non-Walmart)
SunFire BlazeConnect (Walmart)
Think Agent
Think Agent (Same site, more direct route)
UChicago | UnitedHealthcare Sophia Login
UnitedHealthcare Broker Portal signin (Jarvis)
UHone
UPMC Cavulus
UPMC Cavulus alternative link
UPMC Commercial Broker Portal
Virginia’s Insurance Marketplace Broker Portal
Virginia’s Insurance Marketplace Learning Management System
Wellcare Agent Applications

Become a broker

Become a BCBSRI Broker | Blue Cross & Blue Shield of Rhode Island

Become a producer Capital BCBS

Get appointed with Regence BCBS (Oregon)

Charts and Guidelines

An SEP if your income doesn’t exceed 150% of the federal poverty level – healthinsurance.org
CHIP Income Guidelines Chart 2024.pdf
CHIP Income Guidelines Chart 2025.pdf
Dental CPT Codes | DentalCPTCodes.com
FPL Chart 2021
FPL Chart 2022
FPL Chart 2023
FPL Guidelines 2023 Non-48 states
Healthcare.gov SEP Chart
Humana 2025 DESNP Verification Quick Reference Guide
Life Expectancy Tables – Life Expectancy Calculator: Determine Your Expected Life Span
Medicare SEP-Chart
Medicare Special Election Period Chart
Medicare Supplement Plan Chart
Pennie Special Enrollment Period Quick Reference Guide
Pennie Broker One Page SEP Chart
FEMA Declared Disaster search tool
CMS Memo on increase in resource limit for LIS (Extra Help) for 2024
Does employer-provided insurance meet affordability requirements?

Fitness Programs

Active and Fit gym membership discount program
Fiton Health
Silver and Fit
Silver Sneakers

For Foreigners

Changes to “Public Charge” Inadmissibility Rule: Implications for Health and Health Coverage | KFF
Form I-94 Explained (Arrival/Departure Record) | CitizenPath
I94 – Official Website
I am a green card holder and will be applying for U.S. citizenship next year. If I get health insurance through Obamacare, will that prevent my citizenship application from being approved because of the new public charge rule? – Murthy Law Firm | U.S Immigration Law
Find out what immigration statuses qualify for coverage in the Health Insurance Marketplace®. | HealthCare.gov
Foreign language flyers | marketplace.cms.gov
Language Services Resource Guide for Health Care Providers – National Health Law Program

Medicaid

Ohio Medicaid Hotline Change Your Plan – Member Portal
Pennsylvania 2024 Income and Resource Limits for Medicaid and Other Health Programs
PA Medicaid Plan Change Website
PA MedicaidChoicesSW_en.pdf
PA-Medicaid-Member-Handbook.pdf
Medical Assistance Eligibility Handbook (html version)
Medical Assistance Eligibility Handbook (pdf version)
Pennsylvania Medicaid Categories (From the Medical Assistance Transportation Program eligibility guide)
Pennsylvania Medicaid Income & Asset Limits for Nursing Homes & In-Home Long Term Care
Pennsylvania Medicare Buy-In Program That Helps with Part A Premium Costs
VA Change Your Health Plan | DMAS – Department of Medical Assistance Services
Virginia Medicaid (Cardinal Care) login page
Virginia Medicaid Income Limits
Virginia Department of Social Services CommonHelp page
Virginia Medicaid for Children

Medicare

Applying for Medicare Part B only
Eligibility for premium-free Part A if you are over 65 and Medicare-eligible – Medicare Interactive
Fact Sheet 01-12: Medicare and CHAMPVA
Form CMS-L564 for getting a special election period when leaving employer group coverage
Medicare Advantage Special Enrollment Periods
Medicare Advantage vs. Medigap: Key Differences
Medicare late enrollment penalties
New Benefit Offered For Diabetic Medicare Enrollees
New Medicare Program to Cap Monthly Copays for Insulin
How to calculate the Part D Late Enrollment Penalty (LDP)
2024 Formulary & Low-income Subsidy (LIS) Reference Guide
Medical Assistance for Workers with Disabilities (MAWD) Brochure
Medical Assistance for Workers with Disabilities (MAWD) Guide to Eligibility
Medicare Premiums 2024: IRMAA for Parts B and D
Part D Low Income Subsidy/Extra Help Eligibility and Coverage Chart
Special Enrollment Periods, SEP Verification, and Complex Case Scenarios

Obamacare

Agents and Brokers in the Marketplace
Individual coverage Health Reimbursement Arrangements (HRAs) | HealthCare.gov
Individual Coverage Health Reimbursement Arrangements: Policy and Application Overview
IRS Obamacare Rules
Maryland Health Connection website
ObamaCare Tax Credits and the IRS from www.UncoverObamaCare.org
How do I adjust the amount of advance premium tax credits in Pennie?
How Married People Filing Separately Can Qualify for the Premium Tax Credit
2024 2025 Cap on Paying Back ACA Health Insurance Subsidy
What happens to my Obamacare premium subsidy if I overestimated my income?
What’s the most I would have to repay the IRS? (From Kaiser Family Foundation)
Pennie Qualifying Life Events Guide
Pennsylvania’s New Health Insurance Landscape
PPACA Sec. 1401 – Health Reform Navigator
Review of Federally-Facilitated Marketplace Special Enrollment Periods and Plan Category Limitations
Special Enrollment Period Quick Reference Guide (including required documentation)
Special Enrollment Periods, SEP Verification, and Complex Case Scenarios Webinar (From CMS)
What’s included as income | HealthCare.gov
Instructions for Self-Attestations regarding prior coverage
An SEP if your income doesn’t exceed 150% of the federal poverty level

OTC Benefits

Aetna CVS OTC benefit login
Aetna Nations Benefits
Cigna2025 OTC Catalog (pdf)
Highmark 2025 OTC Catalog (on my hard drive)
Highmark OTC Benefit Access (requires login with member ID)

Plan Information

2023 UPMC for Life Plans | Broker Training – UPMC Health Plan
5-Star-MA-Plans-by-Carrier-and-State.xlsx
AARP Medicare Plans from UnitedHealthcare
Aetna Medicare Plan Documents
Aetna Individual Plan Documents (For Evidence of Coverage, find the URL on Page 1 of the Summary of Benefits)
Aetna WPA Plan Guide
Aetna 2024 Over-the-counter (OTC) product catalog
Aetna 2024 Healthy food catalog
Anthem Documents
Cigna + Oscar Plan Documents
DentaQuest PPO Family High Plan
DentaQuest PPO Family Basic Plan
Highmark Individual & Family Plans
Highmark Complete Blue PPO Summary of Benefits
Highmark Western Pennsylvania region, ACA Individual and Family Plan Coverage
2024 Highmark Medicare Advantage, Highmark Wholecare, and ACA Individual Market Agent Field Guide
Humana Plan Documents
Humana’s Sales Enablement Library
Medicare Help | Compare Medicare Advantage and Part-D Plans
MedicareAdvanage.com You can find plan documents if you know how to search creatively
Oscar Plan Documents
Q1Medicare.com Your Source for Medicare Part D Plan Information
UHC Group Health Plan Comparison Table
UPMC Dental Benefits
UPMCForLife2023-mc-wpa-premier-roll-fold.pdf
UPMC Network and Plan information
UPMC 2025 plan grids and documents
UPMC Plan Finder tool
WellCare – Welcome to WellCare

Prescription Help and Formularies

Aetna formulary
Briviact Savings Card
Cost Plus Drugs (Mark Cuban’s project)
Find a Pharmaceutical Assistance Program for the drugs you take
Formulary Search
GoodRx
Highmark formularies
Highmark formularies (another tool)
Lost and Found Pharmacy
Pace Formulary 2020
PartDQuestions-2021.pdf
PA RX Price Finder
Pennsylvania PACE
Prescription Assistance Program list (including state programs)
UHC 2022 Drug List
Understanding the Extra Help with Your Medicare Prescription Drug Plan brochure from Social Security
UPMC Advantage 2025 formulary (PDF)
UPMC Health Plan pharmacy benefits (Largely PDFs)
UPMC Health Plan formulary lookup

Provider Lookups

Aetna – Find a Doctor, Dentist or Hospital
Aetna Medicare PPO/EPO Dental Provider Search
Allwell from PA Health and Wellness – Find a Doctor or Pharmacy
Ambetter Provider Lookup
Anthem Find Care
Cigna Provider Lookup
Delta Dental Provider Lookup
Highmark Provider Lookup
Highmark Wholecare – Find a doctor
Humana – Find a Medicare Doctor in Your Network
Oscar Provider Lookup
St. Clair Hospital – Participating Insurance Plans
UnitedHealthcare – Find a doctor
UPMC Health Plan – Provider Directory
UPMC network providers Medicare/Obamacare downloadable directories

Quotes

Ameritas
Healthcare.org
IMG Travel Insurance
Pennie

Social Security

Social Security Website
Can I receive a lump sum when I apply for Social Security?
Social Security/Medicare application checklist
National Average Wage Index from Social Security

Taxes

Tax Forms, Instructions, and Publications
Can I receive a lump sum when I apply for Social Security?
When do I need to include my 1099-B with my return? TAX
Instructions for Form 8962 (2023) | Internal Revenue Service (irs.gov)
APTC repayment information for 2023 and 2024
Retirement account rollover chart
Publication 590-A (2023), Contributions to Individual Retirement Arrangements (IRAs)
The affordability criteria for employer-sponsored health insurance

Tools and Forms

NationsBenefits (Website for Aetna MA members to access their extra benefits)
CSG Quoting Tool from Premier Marketing
DeltaDentalQuoteTool
Highmark HRA form

Broker Change Request form

Aetna Medicare Broker Change
UHC AARP Medicare Supplement Broker Change Request Form
Medicare
Online Application for  Medicare Part B only
Paper Application for Medicare Part B only
Online Application for the Low-Income Subsidy (Extra Help)
Paper Application for the Low-Income Subsidy (Extra Help)
CMS-L564: Request for Employment Information (for SEP when applying for penalty-free Medicare after 65)

PennieMicrosoft Word – 2022 COVID-19 SEP Attestation_Form [FINAL][77].docxPennie Self-Attestation Form (Fillable) For income

Pennie Attestation of Non-ESI Minimum Essential Coverage
PennieSelf-Attestation-Form-1-4.pdf
Path to Pennie REV-1882 form (This is a possible way for people to get an SEP even if they otherwise would not.)
Path to Pennie information
Healthcare.gov
Annual Income Letter of Explanation (Healthcare.gov)
Cigna Medicare Supplement application
Cigna Medicare Application Fax Cover Sheet
UHC Medicare & Medicaid Eligibility Lookup

 

Other Information

 

APPRISE Program – Health Insurance Counseling Program
GoDaddy email address creation information
What happens if someone does not cash his Social Security checks?