COMMISSION BASICS
Commissions run two payment cycles weekly for new commissions. What are the days these cycles run?
Tuesday and Thursday night
If no AOR shows in GPS, this document in VIEW can be used to verify which agent wrote the plan.
What is a paper application?
This system verifies MA/PDP enrollment and plan status.
What is GPS?
This number is used to pull up an agent’s commission statement in Jarvis.
What is the agents party ID?
The timeframe in which HA payments process on the statement.
What is the month after the effective date?
This payment is prorated based on the renewal rate and months left in the year.
What is the first payment?
When two agents submit the same plan with the same effective date, this decides who gets AOR.
What is the earliest signature date?
This ID from GPS is used to find applications in VIEW.
What is the Job Doc ID?
As of August 1 2025, this is how often paper checks are sent.
What is once per year at the end of the year?
TRUE OR FALSE
The Health Assessment will be available for 3 days after a JarvisEnroll application is submitted.
What is True!
They will also have the 3 day window on the other approved 3rd party platforms as well (Connecture, MyMedicareBot, and Sunfire). They will not be able to complete the HA in Jarvisenroll if they submitted the application using a 3rd party platform.
This type of member qualifies for a full initial-year payment.
Who is someone brand new to Medicare?
This plan-switch scenario allows the original AOR to stay AOR as long as licensing, appointment, and certification are all valid.
What is switching between MA, MAPD, DSNP, or CSNP with no gap in coverage?
(Also acceptable - AOR retention can also apply if DTC submitted the plan change)
This system shows all commission payments and history.
What is ICM?
This is where agents view their commission statements in Jarvis.
Commissions tab >> Statements and more
This is the top reason AOR appeals get rejected.
What is missing the required supporting documentation like the Scope of Appt or full application
TRUE OR FALSE
If an agent is not properly credentialed and renewal commissions are held, they will receive backdated renewals once they become properly credentialed again
What is False!
Agent will NOT receive backdated renewals for the months they were not properly credentialed.
These two items must be included when an agent submits an AOR appeal.
What are a written statement stating why they should be AOR and supporting documents like the SOA or full application?
When using a members AARP member number to search in ICM you would click on Enrollment Search?
What is FALSE!
You would click on Policy Detail Search and input the AARP member number into the AARP number slot
Name two reasons why an active member might not appear in the agents Book of Business?
- Plan is non-commissionable
- Agent does not have direct deposit set up
These payments still go out even when the agent’s commissions are on hold.
What are upline overrides?
TRUE OR FALSE
All plans qualify for AOR retention as long as there is no gap in coverage for the previous plan.
What is False!
The member must have no gaps in coverage and switching from an MA, MAPD, DSNP or CSNP to another MA, MAPD, DSNP or CSNP plan are the only plans that qualify.
Under the AOR Retention Policy, the original Agent of Record is kept only when a member switches within a narrow list of qualifying plan types and only when the original agent meets all credentialing requirements. However, retention fails automatically if the new enrollment is completed by this specific type of agent, even with no coverage gap.
What is a Renewal-Eligible Field Agent?
After you have searched VIEW with the Doc/Job ID and the results populate how do you view the document?
Clicking on the eyeball!
If an agent doesn't have direct deposit set up what is the hold reason that will show in ICM and on the Commission statement?
What is Payment Type Paper Check
TRUE OR FALSE
Agents will receive HA payments for non-SNP policies?
What is False!
Agents will not be able to do a health assessment for members enrolling into a non-SNP plan.