October 29, 2018

Tracking Your PDP and MA Business

 

The following provides information on tracking the status of your Prescription Drug and/or Medicare Advantage business.

Prescription Drug Enrollments (PDP):
PDP Individual Producer

1. If you submit an enrollment application:

  • For electronic enrollments
    • For enrollments that are in progress, access progress reports by clicking the View Dashboard button within the PDP e-app.  The dashboard will provide a status update on the progress of the e-App enrollment.
    • For submitted enrollments, call 877-775-1360.
  • For paper enrollments, call 877-775-1360.

2. CMS approved enrollments (both electronic and paper):

There are two links available to access your report:

  • Click the link labeled ‘Prescription Drug Plan Approvals’ under the ‘Reports’ tab in Sales Professional Access (SPA), or
  • Click the link ‘Approved Cases’ located on the ‘Electronic Applications’ page under the button to launch the PDP e-app.

Please note: CMS approved enrollments may take up to 7-10 business days to display.

PDP Uplines
There are no reports available at this time.  However, uplines may call 877-775-1360 to check on enrollment status on behalf of a downline writing agent.

Medicare Advantage Enrollments (MA):
MA Individual Producer

1. If you submit an enrollment application:

  • For electronic enrollments started or submitted, access by clicking the View Dashboard button within the Medicare Advantage e-app.
  • For paper enrollments, call 877-259-8657.

2. CMS approved enrollments:

  • For electronic enrollments, click on the App Tracker icon within the Medicare Advantage Producer Portal.  The link to the MA producer portal can be found on the Medicare Advantage product page on SPA.
  • For paper enrollments, call 877-259-8657

MA Uplines
There are no reports available at this time.  However, uplines may call 877-259-8657 to check on enrollment status on behalf of a downline writing agent.

 

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