Helpful tips for managing your Blueprint for Agents account
We’ve put together some quick tips to help you manage your Blueprint for Agents account more effectively.
Tracking your enrollments: Application tab vs. Membership tab
Your Application tab – formerly the Application Status tab in the legacy Blueprint for Agents portal – is where you’ll find your pending and submitted enrollments. These policies will stay on this tab until 10 days before the member’s effective date (for under-65 business) or 10 days after the effective date (for all Medicare business). After these timeframes, the policy will move from the Application tab to the Membership tab.
Each of your client’s enrollments will appear on your Application tab within 24-48 hours after submission regardless of whether you submitted the application through Connecture, HealthSherpa, our corporate site or the Medicare Center. Reminder: You can access ID numbers on the Application tab prior to the effective date if your client needs this information before they get their card in the mail. You can download the list to Excel to view the card number, which includes prescription drug information. (NOTE: For MA and PDP enrollments, once CMS confirms the enrollment the status will change from Pending to Enrollment Accepted on your Application tab.)
Using the cases feature
You have the option to submit cases directly to the Arkansas Blue Cross agent support team to answer Blueprint for Agents questions. Different case types are available in different areas of the site. If you chose the wrong path, we will route the case appropriately, but we can work faster if you select the correct resource. Please review the different case types and their intended functions below. Please add as much detail as possible when submitting each case — providing more information will help us resolve your inquiries more quickly.
General Inquiry Case
- Location: Accessed by selecting the Need Help? tab.
- Intended function: You can submit a generic/general inquiry here, routing to either your Individual or Group agent support team.
Order Individual Marketing Materials
- Location: Accessed on the Resources tab.
- Intended function: This replaces the Order Supplies functionality on the legacy Blueprint for Agents Portal. The orders are routed to the agent support team who will fill your requests.
Agency Tab (Broker Support and Agency Management) Cases
- Location: Accessed on the Agency tab.
- Intended function: These inquiries are only appropriate for agency admins. Only agency admins have access to the Agency tab, and all cases submitted from this tab are routed to the Broker Support Team (Commissions and Agency Management Team). Inquiry types appropriate for this case type: commissions questions, requesting Agent/Agency contact info changes, requesting additional permissions for any users in your agency, etc.
Individual Membership Cases
- Location: Accessed only from an Individual tab->member plan detail page.
- Intended function: Inquiries specific to a member/policy, requesting policy cancellation, mailing address change, autopay cancellation, etc.
Individual Application Cases
- Location: Accessed only from an Individual tab->Application->application detail page.
- Intended function: Works just like Individual Membership Cases, but at the Individual application level only. Agents should use this case type when inquiries are specific to an application or enrollment.
Need help?
If you need immediate assistance, here are some additional helpful numbers:
- Agent Marketing Support: 800-844-9065 (You can call this number for questions RE: your Blueprint for Agents Application tab, the status of an application in underwriting, corrections to Under 65 or Medi-Pak applications, as well as AOR and effective date changes.)
- Medicare Advantage Agent/Customer Line: 844-915-0239
- Customer Service: 800-238-8379 (Customer Service can assist with claims, bank draft issues and your clients’ new member welcome kits.)
- On-Exchange eligibility issues: you must call the Marketplace at 800-318-2596 (for ARHOME issues, you must contact the state).