WoodmenLife Contracting |
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Products: Medicare Supplement
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Contracting
You can make the contracting request above or by emailing [email protected]. Your request to get contracted will trigger an email with a link. The email will be addressed from [email protected] and the subject will be “Woodmen Life Online Contracting Invite”. Simply click on the link in the email to begin the contracting process
The Processing will take approximately 3-5 business days. An email will be sent to you from Woodmen Life with your new agent number when the approval process is complete.
If you are contracting an agency that you own:
MT and PA are the only states where you must be appointed in that state prior to taking a client application. Simply email Mutual’s special PA/MT email account to request that these states be added to your contract. They will get the request set up immediately but they must have a formal request to add these two states. They will no longer need to wait for the state’s Department of Insurance to confirm anything, which has been the real delay in most requests.
If you have any questions, please call or email Robiny Mitchell at (919) 794-3177 or [email protected].
You can make the contracting request above or by emailing [email protected]. Your request to get contracted will trigger an email with a link. The email will be addressed from [email protected] and the subject will be “Woodmen Life Online Contracting Invite”. Simply click on the link in the email to begin the contracting process
The Processing will take approximately 3-5 business days. An email will be sent to you from Woodmen Life with your new agent number when the approval process is complete.
If you are contracting an agency that you own:
- You will receive two agent numbers, one for your agency and one for yourself as a writing agent.
- Use your individual writing agent number on client applications.
- Likewise, use your agent portal when you want to take a client e-app.
MT and PA are the only states where you must be appointed in that state prior to taking a client application. Simply email Mutual’s special PA/MT email account to request that these states be added to your contract. They will get the request set up immediately but they must have a formal request to add these two states. They will no longer need to wait for the state’s Department of Insurance to confirm anything, which has been the real delay in most requests.
If you have any questions, please call or email Robiny Mitchell at (919) 794-3177 or [email protected].
Transfer/Release Policy
A Transfer Form will need to be signed by the current/prior upline hierarchy if the agent wrote business within the past 6 months or has contracted with current upline within the past 6 months. Email [email protected] for further assistance.
A Transfer Form will need to be signed by the current/prior upline hierarchy if the agent wrote business within the past 6 months or has contracted with current upline within the past 6 months. Email [email protected] for further assistance.
Demographic Changes
Agents can change their information in their producer website (Sales Professional Access). Simply click the person icon in the upper right corner once you are logged in.
Agents can change their information in their producer website (Sales Professional Access). Simply click the person icon in the upper right corner once you are logged in.
EFT Changes
Agents can change their information in their producer website (Sales Professional Access). Simply click the person icon in the upper right corner once you are logged in. Select Direct Deposit, then click the Update button
Agents can change their information in their producer website (Sales Professional Access). Simply click the person icon in the upper right corner once you are logged in. Select Direct Deposit, then click the Update button
Add Non-Resident State
Agents can view their current appointments in their producer website (Sales Professional Access). Simply click the person icon in the upper right corner once you are logged in. Select Appointment Status in the drop down.
“JIT” stands for Just-in-Time, meaning that MOO will turn on that state appointment or carrier contract when you write your first piece of business.
You can email [email protected] to request that they add states to your contracting file. Be sure to include a copy of the state license in your email.
Agents can view their current appointments in their producer website (Sales Professional Access). Simply click the person icon in the upper right corner once you are logged in. Select Appointment Status in the drop down.
“JIT” stands for Just-in-Time, meaning that MOO will turn on that state appointment or carrier contract when you write your first piece of business.
You can email [email protected] to request that they add states to your contracting file. Be sure to include a copy of the state license in your email.