COMMISSIONS BASICS
This is how long after approval an agent usually receives their first MA/PDP payment.
What is 14 business days
This area of ICM displays all commission payments ever issued on a policy.
What is the Commission History tab?
New enrollments pay out an advance for this many months.
What are 9 months
(Unless they opt-in for monthly payments)
AOR appeals must be submitted through this channel.
What is the Jarvis chat?
A member who voluntarily disenrolls in months 1–3 causes this on first‑year commissions (including True‑Up).
What is a rapid disenrollment chargeback?
MA/PDP renewals begin at this same time every year, regardless of effective date.
What is January of the following year?
These systems help you confirm Med Supp AOR and view the original application image.
What are Compas and PCH?
These three processing types determine Med Supp commission amounts.
What are Open Enrollment (OE), Guaranteed Issue (GI), and Underwriting (UW).
This agent type became ineligible for AOR retention beginning 1/1/2024.
What are Servicing Level Agents?
A Q4 enrollment (Nov/Dec) that moves to a new 1/1 plan may initially charge back but is later repaid because it qualifies as this.
What is rapid disenrollment exception (Q4 Terms)?
Commission cycles execute on these two weekdays, with statements visible the following days.
What are Tuesday and Thursday (statements Wednesday and Friday)?
If only R appears (with no EnrollmentCompType/PriorPlanType), PHD checks this screen to see if CMS has sent data.
What is the ICM Drill Through under Policy Detail?
Renewal commissions process the second weekend each month, starting in this month of enrollment.
What is month 10?
Med Supp AOR appeals can only consider applications from this timeframe.
What is current or prior year?
This program moves an agent’s book of business to another qualified agent, allowing renewals to flow after immediate transfer.
What is the Successor Agent Program?
This second payment reflects the difference up to the initial rate.
What is the True-up?
Beginning with certain effective‑date changes, most states no longer offer lifetime Med Supp renewals—always verify in this guide.
What is the Commission Rates Guide (KC)/contract amendments?
This term describes advance commissions that decrease monthly as the member remains enrolled.
What is Unearned Advance Debt (UAD)?
A Med Supp AOR update may be needed if the agent wrote an old/incorrect WID on the application—route to this Tier.
What is AARP Med Supp Commissions Tier 2 (via Status – AARP Med Supp – Commissions)?
PHD can help an agent obtain this ID and enroll in e‑1099 delivery.
What is the Recipient ID? (for e-1099)
These payments to uplines occur regardless of effective date timing, as soon as the application is approved.
To correct a paper MA/PDP AOR for 1/1/2025+ effectives, PHD can directly update the Sales Agent ID in this system after verifying the approved app in View.
What is GPS (with supporting document in VIEW)?
Agents can switch from the default 9 month advance to monthly “as earned” payments by updating Commission Preferences here. (Full path)
What is Jarvis - Manage Profile - Commissions Preferences?
When a member changes UHC MA/MAPD/DSNP/CSNP plans with no gap and enrolls via DTC or self‑service, this policy can keep the original agent in place.
What is AOR Retention?
True or False
A contact can call in on behalf of an agent to request a copy of the 1099 form?
What is False!
The request must come from the agent themselves. No copy requests/address changes can be completed for contacts of agents.