Plan Advisors Blog

Humana Helps You Protect Your Agent of Record Status

Posted by Lance Hoeltke on Mon, Oct 19, 2020 @ 12:00 PM

Questions related to protecting a book of business are common this time of year. One popular question is, “If my client initiates a plan change, will I remain the agent of record (AOR)?” 

Certain carriers are clear on their procedures. Humana has not only come out with an Agent of Record Pledge, they’ve also created a guide to help brokers protect their AOR status.

Humana Agent of Record Pledge FAQs 

Which plan types are covered by the pledge?

  • All Humana and CarePlus MA, MAPD, and PDP plans

What types of changes are covered by the pledge?

  • Like-to-like plan changes (MA to MA, PDP to PDP)

When is the pledge applicable?

  • Member initiates a change through:
    • Humana telesales agent

The Agent of Record MUST be licensed, certified, and contracted with Humana at the time of the member’s change. For further details, please click on the following links:

Agent of Record Pledge

AOR Help Guide