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PlanEnroll is a free webpage that we are offering to our agents as a tool to help them grow their Medicare Advantage and PDP business.  

 

It is your personal webpage with your Name, Phone Number and Agent License number.  The contact information will go to your email address with the clients information and a completed eSOA that can be accessed and printed. You will receive a CMS approved Electronic Scope of Appointment (eSOA) from your webpage.

 

PlanEnroll is a great way to have your clients go to your PlanEnroll webpage and complete an eSOA that is simple and easy to use for the clients.

 

You will still need to use the different companies enrollment process and will have the ability to view any summary plan details.

To qualify for a Shop & Enroll site you must be appointed with at least one of the following carriers:
Medicare Advantage / Medicare Part D: Humana, Independence BCBS, Optima Health

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