Agent Sales Tools
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Download the full directory pdf here. Updated 9.1.19
Where to Submit Enrollments:
Via our Agent Dashboard
Submit and track your enrollments through our secure system.
Via Fax: 781-982-1887
Faxing: Please be sure to include a Enrollment Cover Sheet for each application.
Use a separate cover page for each enrollment.
All Medicare Advantage and PDP enrollments should be submitted electronically. Do not mail the originals.
- CPCT Scope of Appointment Confirmation Form (SOA)
- Enrollment Fax Cover Sheet
- Generic Scope of Appointment Form w/ Hospital Indemnity
Additional Enrollment information for other carriers can he found here.
Track enrollment statuses via our commission system Greenwave.