More Apps for Agents

Looking for useful business apps for the busy Medicare agent on the go? We’ve done the research to find the apps with the best features and highest reviews, so check out these mobile apps to simplify and streamline your insurance sales.

Document Scanning: Genius Scan

Need a quick, easy, free way to scan policyholder documents on the go? Genius Scan has you covered. It scans your paper docs and converts them to pdfs for easy sharing and filing. It has features like shadow removal and distortion correction, offers batch scanning capabilities, and allows for both merging and splitting of PDF files.

Genius Scan is available for free for both iOS and Android, and also has a paid version that includes cloud storage capabilities.

Electronic Signatures: HelloSign

An electronic signature app is practically required these days for insurance agents. Unfortunately, there’s no completely free solution available. HelloSign, however, comes closest, and integrates with popular apps like Google Docs and Dropbox.

HelloSign gives you 3 signatures a month on their free plan.  If you need more than that, their paid plans are among the most reasonable on the market at $13 for unlimited sends.

Document Storage: Amazon Drive

You probably expected to see Google Drive or Dropbox recommended as the top free mobile app for file storage. While they’re both good services overall, both have also recently had updates to their mobile apps that have left users less-than-pleased. At the time of this writing we can’t in good conscience recommend either app.

Amazon Drive, however, has excellent reviews for both its iOS and Android apps. Users report that it is both faster and easier to use than competing apps for more popular services, and if you have ever created an Amazon account, you already have access to 5gb of free cloud storage. If you happen to be an Amazon Prime member that storage cap is lifted, and you can store unlimited files.

Notes & Voice Memos: Day One Journal

At first glance, day one journal seems like a touchy-feely journaling app, but it is much more than that. For starters, it’s the highest rated free app that includes voice-to-text capabilities, making it a great option for taking notes on-the-go.

In addition, the free version of Day One Journal offers a calendar, reminders, and a search option for your notes. You can also browse previous notes by the calendar date, position on your timeline, and even by your geographic location when taking the note.

Expense Tracking: Expensify

Expense tracking apps abound for both iOS and Android, but the most recommended across the board is Expensify. Users are particularly fond of the app’s receipt tracking capabilities. Not only does Expensify allow you to scan your receipts, it will read the scan and transcribe the details automatically. It also integrates with major budgeting software including QuickBooks, NetSuite and more.

Expensify is available for iOS and Android devices and offers paid options for additional users and features.

Remote Computer Access: RemotePC

Ever find yourself out in the field with clients and realize you need something from your PC? With RemotePC that won’t be an issue any longer. Just download the app and set up the companion software on your PC. Then the next time you need something remotely – as long as your PC is powered on – you can access your computer and whatever files you need quickly and easily from wherever you are.

WellCare Producer Certification Requirements for 2023

  • Details refer to certification for WellCare. AHIP certification must be completed separately.
  • WellCare’s certification for 2023 launches on Tuesday, July 12, 2022.
  • Passing AHIP does not reduce the number of WellCare test modules.
  • Passing score is 85%.
  • 3 attempts.

WellCare Certification Links, Guides, Phone Numbers, Emails

WellCare Producer Certification Requirements for 2023

  • Details refer to certification for WellCare. AHIP certification must be completed separately.
  • WellCare’s certification for 2023 launches on Tuesday, July 12, 2022.
  • Passing AHIP does not reduce the number of WellCare test modules.
  • Passing score is 85%.
  • 3 attempts.

WellCare Certification Links, Guides, Phone Numbers, Emails

UnitedHealthcare Producer Certification Requirements for 2023

  • Details refer to certification for UnitedHealthcare. AHIP certification must be completed separately.
  • UnitedHealthcare certification for 2023 launches on Monday, June 27, 2022.
  • If the required prerequisite modules are failed an agent will receive no earned renewals during the plan year!
  • Take AHIP first! If you pass AHIP prior to taking the certification, you can skip 5 of the modules in UHC’s certification.
  • UHC allows 6 attempts to pass AHIP.
  • UHC allows 6 attempts per the prerequisite modules.
  • UHC allows 6 attempts per plan module.
  • 3 prerequisites: Medicare Basics, Ethics and Compliance, and AARP Course.
  • AHIP eliminates the need for the Medicare Basics course.
  • 3 modules to complete.
  • 1 optional: CSNP/DSNP.
  • Passing score for UCH certs is 85%.
  • 2023 certifications will cover the remainder of 2022.

UnitedHealthcare Certification Links, Guides, Phone Numbers, Emails

UnitedHealthcare Producer Certification Requirements for 2023

  • Details refer to certification for UnitedHealthcare. AHIP certification must be completed separately.
  • If the required prerequisite modules are failed an agent will receive no earned renewals during the plan year!
  • Take AHIP first! If you pass AHIP prior to taking the certification, you can skip 5 of the modules in UHC’s certification.
  • UHC allows 6 attempts to pass AHIP.
  • UHC allows 6 attempts per the prerequisite modules.
  • UHC allows 6 attempts per plan module.
  • 3 prerequisites: Medicare Basics, Ethics and Compliance, and AARP Course.
  • AHIP eliminates the need for the Medicare Basics course.
  • 3 modules to complete.
  • 1 optional: CSNP/DSNP.
  • Passing score for UCH certs is 85%.
  • 2022 certifications will cover the remainder of 2021.

UnitedHealthcare Certification Links, Guides, Phone Numbers, Emails

SilverScript Producer Certification Requirements for 2023

  • Details refer to certification for SilverScript. AHIP certification must be completed separately.
  • SilverScript certification for 2022 launches on Wednesday, June 29, 2022.
  • New option in 2022: No cost certification for agents who want to sell only Aetna MA/MAPD or SilverScript PDP products, exclusively.
    This new option allows you to bypass the AHIP Medicare training component and complete an alternative Aetna/SilverScript-only training instead, along with several Aetna-specific training courses (available in English and Spanish). 
  • Agents must do 3 things to be ready to sell SilverScript:
    Step #1: Contract with Aetna. This is a requirement to be eligible for commissions on plans with effective dates of 1/1/2023 and later. (Note: If you’re already contracted for Aetna MA/MAPD, you can skip this step, as there’s no additional action you need to take with your contract.)
    Step #2: Complete 2023 certification.
    Step #3: Receive a ready-to-sell notice
  • There are separate certification processes for Aetna MA/MAPD and SilverScript PDP. Completing 2023 Aetna certification does not satisfy the certification requirement for SilverScript.
  • 2023 Certs will NOT cover the remainder of 2022.
  • TAKE AHIP FIRST! If you pass AHIP first you can skip 2 of the 3 SilverScript test modules. 
  • There’s a link on Agent Portal to transmit their AHIP send scores. 
  • In Pinpoint, the direct scores to be sent upon registration for the test, Gorman, agents can use Silver Mail to upload the cert.
  • Passing score is 90%.
  • SilverScript allows 3 attempts.

SilverScript Certification Links, Guides, Phone Numbers, Emails

SilverScript Producer Certification Requirements for 2023

  • Details refer to certification for SilverScript. AHIP certification must be completed separately.
  • SilverScript certification for 2023 launches on Wednesday, June 29, 2022.
  • Agents must do 3 things to be ready to sell SilverScript:
    Step #1: Contract with Aetna. This is a requirement to be eligible for commissions on plans with effective dates of 1/1/2023 and later. (Note: If you’re already contracted for Aetna MA/MAPD, you can skip this step, as there’s no additional action you need to take with your contract.)
    Step #2: Complete 2023 certification.
    Step #3: Receive a ready-to-sell notice
  • There are separate certification processes for Aetna MA/MAPD and SilverScript PDP. Completing 2023 Aetna certification does not satisfy the certification requirement for SilverScript.
  • 2023 Certs will NOT cover the remainder of 2022.
  • TAKE AHIP FIRST! If you pass AHIP first you can skip 2 of the 3 SilverScript test modules. 
  • There’s a link on Agent Portal to transmit their AHIP send scores. 
  • In Pinpoint, the direct scores to be sent upon registration for the test, Gorman, agents can use Silver Mail to upload the cert.
  • Passing score is 90%.
  • SilverScript allows 3 attempts.

SilverScript Certification Links, Guides, Phone Numbers, Emails

Shared Health of MS Producer Certification Requirements for 2023

  • Details refer to certification for Shared Health of MS. AHIP certification must be completed separately.
  • Shared Health of MS has not yet announced their 2023 certification launch date.
  • More information coming soon!

Shared Health of MS Producer Certification Requirements for 2023

  • Details refer to certification for Shared Health of MS. AHIP certification must be completed separately.
  • Shared Health of MS has not yet announced their 2023 certification launch date.
  • More information coming soon!

Devoted Health Certification Requirements for 2023

  • Details refer to certification for Devoted Health. AHIP certification must be completed separately.
  • Devoted Health certification for 2023 launches on Tuesday, June 21, 2022.

Devoted Health Certification Links, Guides, Contact Info

Devoted Health Certification Requirements for 2023

  • Details refer to certification for Devoted Health. AHIP certification must be completed separately.
  • Devoted Health certification for 2023 launches on Tuesday, June 21, 2022.

Devoted Health Certification Links, Guides, Contact Info

Humana Producer Certification Requirements for 2023

  • Details refer to certification for Humana. AHIP certification must be completed separately.
  • Humana certification for 2023 launches on Tuesday, June 29, 2022.
  • This year Humana will be accepting both AHIP and NAHU.
  • 2023 Certs will cover the remainder of 2022.
  • At the conclusion of Certification & Recertification this year, all agents will be certified to sell all Humana products!

Certification Links, Guides, Phone Numbers, Emails

Humana Producer Certification Requirements for 2023

  • Details refer to certification for Humana. AHIP certification must be completed separately.
  • Humana certification for 2023 launches on Tuesday, June 29, 2022.
  • This year Humana will be accepting both AHIP and NAHU.
  • 2021 Certs will cover the remainder of 2020.
  • At the conclusion of Certification & Recertification this year, all agents will be certified to sell all Humana products!

Certification Links, Guides, Phone Numbers, Emails

Cigna Medicare Producer Certification Requirements for 2023

  • Details refer to certification for Cigna Medicare. AHIP certification must be completed separately.
  • Cigna Medicare certification launches Friday, July 1, 2022.
  • AHIP, Gorman or Pinpoint is required prior to certification.
  • No modules alleviated by passing AHIP or Pinpoint.
  • Passing score is 85%. You have 3 attempts.
  • Fail any module 3 times, agent will have to call the HAAL agent assistance line – 866-442-7516.
  • Agencies must log in with the agency NPN to complete attestation.
  • Face-to-face training is not required but is recommended as a supplement – especially for new agents.
  • 2022 Certs will cover the remainder of 2021.

Cigna Medicare Certification Links, Guides, Phone Numbers, Emails

Cigna Medicare Producer Certification Requirements for 2023

  • Details refer to certification for Cigna Medicare. AHIP certification must be completed separately.
  • Cigna Medicare certification launches Friday, July 1, 2022.
  • AHIP, Gorman or Pinpoint is required prior to certification.
  • No modules alleviated by passing AHIP or Pinpoint.
  • Passing score is 85%. You have 3 attempts.
  • Fail any module 3 times, agent will have to call the HAAL agent assistance line – 866-442-7516.
  • Agencies must log in with the agency NPN to complete attestation.
  • Face-to-face training is not required but is recommended as a supplement – especially for new agents.
  • 2022 Certs will cover the remainder of 2021.

Cigna Medicare Certification Links, Guides, Phone Numbers, Emails

BlueCross BlueShield of TN Producer Certification Requirements for 2023

  • Details refer to certification for BlueCross BlueShield of TN. AHIP certification must be completed separately.
  • BlueCross BlueShield of TN’s 2023 certification launches on Tuesday, June 21, 2022.
  • More information coming soon!

BlueCross BlueShield of TN Producer Certification Requirements for 2023

  • Details refer to certification for BlueCross BlueShield of TN. AHIP certification must be completed separately.
  • BlueCross BlueShield of TN’s 2023 certification launches on Tuesday, June 21, 2022.
  • More information coming soon!

Amerigroup Producer Certification Requirements for 2023

  • Details refer to certification for Amerigroup. AHIP certification must be completed separately.
  • Passing score is 90%.
  • 3 attempts.
  • Certifying for 2023 allows the sale of 2022 products.

Amerigroup Certification Links, Guides, Phone Numbers, Emails

Amerigroup Producer Certification Requirements for 2023

  • Details refer to certification for Amerigroup. AHIP certification must be completed separately.
  • Passing score is 90%.
  • 3 attempts.
  • Certifying for 2023 allows the sale of 2022 products.

Amerigroup Certification Links, Guides, Phone Numbers, Emails

Aetna Producer Certification Requirements for 2023

  • Details refer to certification for Aetna. AHIP certification must be completed separately.
  • Aetna certification for 2023 launches on Wednesday, June 29, 2022.
  • New option in 2022: No cost certification for agents who want to sell only Aetna MA/MAPD or SilverScript PDP products, exclusively.
    This new option allows you to bypass the AHIP Medicare training component and complete an alternative Aetna/SilverScript-only training instead, along with several Aetna-specific training courses (available in English and Spanish). 
  • Passing AHIP does not reduce the number of Aetna test modules.
  • Passing score is 90% for Aetna courses and 90% for AHIP.
  • 3 attempts are allowed for Aetna courses and 90% for AHIP.
  • 2023 certs will cover the remainder of 2022.

Aetna Certification Links, Guides, Phone Numbers, Emails

Aetna Producer Certification Requirements for 2023

  • Details refer to certification for Aetna. AHIP certification must be completed separately.
  • Aetna certification for 2023 launches on Wednesday, June 29, 2022.
  • Passing AHIP does not reduce the number of Aetna test modules.
  • Passing score is 90% for Aetna courses and 90% for AHIP.
  • 3 attempts are allowed for Aetna courses and 90% for AHIP.
  • 2023 certs will cover the remainder of 2022.

Aetna Certification Links, Guides, Phone Numbers, Emails