Plan Advisors Blog

Help Clients Complete Health Assessments and Make More Money

Posted by Lance Hoeltke on Mon, Sep 28, 2020 @ 11:15 AM

Several MA carriers are compensating brokers between $10 and $70 for assisting new members with completing post enrollment health assessments. The surveys are brief and help the carriers identify resources that may be beneficial for individual members. This is another opportunity to create value for both client and plan sponsor, based on a member’s specific needs. Assessments are entirely voluntary, and we encourage brokers to assure their clients that the survey does not affect their enrollment status or eligibility. 

Here’s a list of carriers that are compensating brokers for assisting clients in the completion of health assessments. Note that carriers have their own specific assessment names and methods for completion. Be sure to follow all instructions to receive credit and compensation for each completed survey.

  • Aetna
  • Anthem
  • Devoted
  • Humana
  • UnitedHealthcare
  • Wellcare, Health Net, Allwell, Ascension Complete
Carrier Survey Compensation Platform Important Links Time Frame
Aetna Value Based Enrollment $10 - $70 Ascend VBE Information VBE should be initiated after completing the enrollment but BEFORE closing the application in Ascend.

Anthem Health Risk Assessment $50 mProducer HRA Guidelines Each HRA must be completed and electronically submitted at the point of sale along with the application.

Devoted Health Risk Assessment $50 Agent Portal HRA Guidelines Within 14 days of submitting application.
Humana Member Care Assessment $50 Revel Member Care Assessment Guide  Within 5 days of submitting application.
UnitedHealthcare Health Assessment $50 LEAN

Health Assessment Job Aid

Health Assessment FAQ

You must submit the health assessment within 3 calendar days of the consumer signature date on the enrollment application.

Wellcare, Health Net, Allwell, Ascension Complete Value Based Enrollment $30 - $60 Ascend VBE Guidlines Within 48 hours of submitting application.


Tags: Medicare Health Plans