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As we shared in the October 23 Broker Insights newsletter1, exciting Medicare Advantage (MA), Prescription Drug Plan (PDP), and Supplemental Benefits (CSB) business technology changes are coming your way on December 15! These changes include the implementation of a new contracting system.
To successfully transition to this new system, we must retire our current contracting portals, ExpressWay (CSB) and Producer Express (MA/PDP).
This activity requires a system blackout period, which will begin at 5 p.m. CT / 6 p.m. ET on Friday, November 28, and end on Monday, December 15. Recruiting and contracting capabilities will not be available during this time.
Please note: Agent appointments will continue to be processed during this period.
What to expect during the blackout period:
November 28 is the last day to submit contracts through ExpressWay, Producer Express and the third-party vendor, SuranceBay (CSB). It is also the last day to complete all contracting requirements.
- Please review submissions closely for accuracy and completion as incomplete or inaccurate contracts may not be processed.
- At the end of the business day, all open but incomplete contracting requests will be closed, and must be re-submitted when the new contracting system is live.
- For CSB: Paper contracts may be submitted during the blackout period, but will not be processed until the new contracting system is live.
- For MA: This is also the last day for all notice of intent to change requests via the Request for Release form. Hierarchy changes may be submitted directly into the new contracting system when it is live.
December 15, the new contracting system is expected to open and you will be able to resume agent and agency contract submissions.
Excited to learn more?
We will share more specifics about the new system and provide training dates and resources soon.
As a reminder, you can expect recruiting and contracting enhancements to include:
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Streamlined onboarding – Process automation to improve our onboarding and allow agents to start selling sooner. This includes real-time license and background verification, training notifications, and a new licensing status dashboard.
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Better reporting – More visibility to recruiting, downlines across lines of business, and ready-to-sell status.
We appreciate your patience as we make these changes. If you have any questions, please contact the Agent Resource Center.
As always, we thank you for your partnership!
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