Compliance checklist
Event Compliance Checklist (UHC)56.2KB
How to register an official event with the following carriers:
United Healthcare
Submit this request form326.4KB
- Report at least 7 days prior to the event
Humana
- Report to your Sales and Marketing Support Executive (SMSE). Look for your SMSE in the broker contact search tool.
- Report 21 days in advance for a formal event, 10 days for an informal event
Aetna
- Request your template from your local Aetna Medicare broker manager. Look for your broker manager in the broker contact search tool.
- Report 10 days in advance of the event, or before it is being advertised.
Devoted
Clover
- Register your event at this form
- Report at least 14 days in advance