| State Affiliation | OR Affiliation
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General Links | https://www.statebasedsystems.com/solar/index.html | dfr.oregon.gov/business/licensing/insurance/Documents/2139.pdf | | | |
Transfer | BIA Transfer Release Form | | | | |
| https://booneinsuranceassociates.com/wp-content/uploads/2023/08/Admin_BIA_Contracting-Transfer-Release-Form_07262021.pdf | | | | |
Ameritas | | | | | |
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Atrio Health Plans | | | | | |
| Transfer Request Form | | | | |
Cigna | https://booneinsuranceassociates.com/wp-content/uploads/2023/07/Admin_CI_Transfer-Form_05112023.pdf | | | | |
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CVS/Caremark | | | | | |
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Devoted Health | | | | | |
| Delegated Agent Form | | | | |
Humana | https://booneinsuranceassociates.com/wp-content/uploads/2023/07/Delegated-Agent-Assignment-Form_07182022.pdf | | | | |
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Kasier Permanente | | | | | |
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Lasso Healthcare | | | | | |
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Lumico | | | | | |
| MODA Producer Agreement | Appointment Packet | | | |
Moda Health | https://booneinsuranceassociates.com/wp-content/uploads/2023/07/Admin_MODA_Medicare_Participating-Producer-Agreement_2024.pdf | https://booneinsuranceassociates.com/wp-content/uploads/2023/07/Admin_MODA_Appointment-Packet_07232023.pdf | | | |
| Affiliation Form | | | | |
Pacific Source Medicare | https://booneinsuranceassociates.com/wp-content/uploads/2023/05/Admin_PS_Appointment-Afifiliation-Form_06072023.pdf | | | | |
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Providence | | | | | |
| Transfer Letter Template | | | | |
Regence Blue Cross Blue Shield | https://booneinsuranceassociates.com/wp-content/uploads/2023/06/Admin_BC_Transfer-Letter_Template_06062023.pdf | | | | |
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Summit Health (MODA) | | | | | |
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United Healthcare AARP | | | | | |
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WellCare | | | | | |
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New | | | | | |
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Ameritas | | | | | |
| Onboarding/Certification Guide | | | | |
Atrio Health Plans | | | | | |
| Appointment Application | | | | |
Cigna | | | | | |
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CVS/Caremark | | | | | |
| Contracting Weblink | | | | |
Devoted Health |
https://agent.devoted.com/register?a=6d9f124b-ecd6-4364-9da8-f2b46507e254&t=5&n=Boone%20Insurance%20Associates | | | | |
| Agent Information Sheet | | | | |
Humana | | | | | |
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Kasier Permanente | | | | | |
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Lasso Healthcare | | | | | |
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Lumico | | | | | |
| MODA Producer Agreement | Appointment Packet | IFP GROUP
Agency/Agent
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Moda Health | https://booneinsuranceassociates.com/wp-content/uploads/2023/07/Admin_MODA_Medicare_Participating-Producer-Agreement_2024.pdf | https://booneinsuranceassociates.com/wp-content/uploads/2023/07/Admin_MODA_Appointment-Packet_07232023.pdf | https://booneinsuranceassociates.com/wp-content/uploads/2023/08/Admin_MODA_Health-Appointment-Packet_Oregon_Agent_Agency-1.pdf | | |
| Agreement | Affiliation | PS Direct Deposit Form | PS Assignment of Comms | |
Pacific Source Medicare | https://booneinsuranceassociates.com/wp-content/uploads/2023/05/Admin_PS_2023-Medicare-Producer-Agreement-Fillable-06072023.pdf | https://booneinsuranceassociates.com/wp-content/uploads/2023/05/Admin_PS_Appointment-Afifiliation-Form_06072023.pdf | https://booneinsuranceassociates.com/wp-content/uploads/2023/05/Admin_PS_Agent-Direct-Deposit-form-06072023.pdf | https://booneinsuranceassociates.com/wp-content/uploads/2023/05/Admin_PS_Assignment-Of-Commission_Form-06072023.pdf | |
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Providence | | | | | |
| Docusign Link | Appointment Guide | | | |
Regence Blue Cross Blue Shield | https://powerforms.docusign.net/4251b119-0c41-4c69-ae32-2b3cb3f7e9ee?env=na2&acct=b2c19ff4-7e47-4d6a-9d12-1a99e0fae123&accountId=b2c19ff4-7e47-4d6a-9d12-1a99e0fae123 | https://booneinsuranceassociates.com/wp-content/uploads/2023/06/Admin_BC_Regence-Quick-Start-Guide-for-Appointment-Requests-FMO-MGA-RMA.pdf | | | |
| SH Producer Agreement | Appointment Packet | | | |
Summit Health (MODA) | https://booneinsuranceassociates.com/wp-content/uploads/2023/07/Admin_SH-MODA_Medicare_Participating-Producer-Agreement_2024.pdf | https://booneinsuranceassociates.com/wp-content/uploads/2023/07/Admin_MODA_Appointment-Packet_07232023.pdf | | | |
| Appointment Application | | | | |
United Healthcare AARP | https://booneinsuranceassociates.com/wp-content/uploads/2023/08/Admin_UHC_Contracting-Documents_09202023.pdf | | | | |
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WellCare | | | | | |
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Recertification
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Ameritas | | | | | |
| Onboarding/Certification Guide | | | | |
Atrio Health Plans | | | | | |
| Recert Roadmap | | | | |
Cigna | | | | | |
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CVS/Caremark | | | | | |
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Devoted Health | | | | | |
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Humana | | | | | |
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Kasier Permanente | | | | | |
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Lasso Healthcare | | | | | |
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Lumico | | | | | |
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Moda Health |
Compliance Poster
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| https://booneinsuranceassociates.com/wp-content/uploads/2023/08/Admin-MODA-Poster-Compliance-Delegates-08162023.pdf | | | | |
Pacific Source Medicare | | | | | |
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Providence | | | | | |
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Regence Blue Cross Blue Shield | | | | | |
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Summit Health (MODA) | Compliance Poster
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| https://booneinsuranceassociates.com/wp-content/uploads/2023/08/Admin-MODA-SH-Poster-Compliance-Delegates-08162023.pdf | | | | |
United Healthcare AARP | | | | | |
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WellCare | | | | | |
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