Agent Sales Tools
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Where to Submit Enrollments:
Via CPCT’s Broker Portal for Online Enrollments
Via Garity’s 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 be found here.
Track enrollment statuses via our commission system GreenWave.
In GreenWave, you can:
Check enrollment status (status is updated in the portal twice a week)
View and print your commission statements in PDF and Excel
View prior payments on a specific policy
Contact email@example.com if you need a user account.