Agent
contract center

Welcome to the MedicarePrepare Agent Contracting Center. This site has all the info you need to get started with us, whether you are not licensed yet or if you are transferring in from another FMO.

Agents not yet licensed

If you are not yet licensed, start here. 
We'll walk you through the process.

Transferring from another FMO

Start here, if you are already licensed and transferring in from another FMO.

About MedicarePrepare

Learn a little bit about MedicarePrepare, our roots and our leadership

Oklahoma New Agents License Process

Texas New Agent License Process

If you are brand new to the insurance business, the first thing you need to do is get a Resident State License. Here are the steps we recommend for Oklahoma:

● Order the Pre-licensing training book through the Oklahoma Insurance Commissioners  website
You can buy the hard copy book for $35 or you can download the PDF version for $20.

● Some Agents find it advantageous to take a live (in person or online) study course. These will run $200 to $400 depending on the course provider. You can find a list HERE 

  We recommend AD Banker or Stone for a license prep course. They will cost $200 - $300

● If you take one of these live courses, they generally provide the manual, so you may not need to order the manual in step 1 above.

● You will want to get your Health, Accident and Life Licenses. While you CAN market Medicare with the Health & Accident license, we strongly recommend that you take the Life exam at the same time, so you can find cross sale opportunities.

When you are ready to take your license Exam, go to LINK

Or you can call PSI: 1-833-333-4754 to set up your exam date.

You can see more info about this process at: https://www.oid.ok.gov/licensing-and-education/applying-for-a-license/

PSI is the company that is contracted with the Oklahoma Insurance Department (OID) to handle licensing exams. Their website is: https://test-takers.psiexams.com/okins

The cost for the Health Exam is $38.
The cost for the Life Exam is $38.

After you pass the exams, the license fee through the state is $60.

Here is the process for getting your Texas Health & Life Insurance License.

Step 1: Take a pre-licensing course. 
We recommend ADBanker, runs about $300.00 but is well worth it. 

Here are some links to get you started:

* AD Banker https://www.adbanker.com/licensing-requirements/insurance/texas/pre-licensing/

* Pre-licensing Course: https://www.adbanker.com/pre-licensing/insurance/life-and-health-courses/

Here is the link to the specific Health & Life Course:

https://learn.adbanker.com/pre-licensing.aspx?_gl=1*1ifvs4j*_gcl_au*ODUxNDI0MDk3LjE3NDc3MDc0NTI.#.TX.LH

Step 2: Set up to take your Exam: $49 fee (150 minute time limit)
* https://www.pearsonvue.com/us/en/tx/insurance.html

Step 3: Get fingerprinted: Cost depends on where you get fingerprinted
* https://www.tdi.texas.gov/agent/fingerprinting-process.html

Step 4: Apply for your Texas State License

Use the Sircon website to apply for your license:
* https://www.sircon.com/products/apply.jsp

Submit your application within one year of passing the exam, or you will need to retake the exam.
The application fee is $50

Texas Insurance Commissioner Website / Agent area: https://www.tdi.texas.gov/agent/general-life-apply.html 

***Start here***
If you are transferring in from another FM
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Sample Release Form

Use this form to send to your current FMO to request a Release
Click HERE to download as PDF

Self-Releasing should be the very first thing you do if moving from another FMO to Classic Insurance Agency LLC. 

Follow these procedures to move the process along smoothly.

UnitedHealthcare:
Where to Send Self Release Request: shcerts@uhc.com

What to send: An email stating you would like to move your Agent / Agency affiliation from your current FMO to Classic Insurance Agency LLC at the earliest opportunity.

Include your Name, NPN, Email, Phone, and a note (like above) stating you would like to move.

Humana:
Step 1:  Download the Humana Hierarchy Transfer Request Form HERE
Step 2: Complete & sign the form and send it back to            Bob@MedicarePrepare.net 
           (We need to sign it prior to sending it in)
Step 3:  After we send the signed form back to you proceed to next step
Step 4: Send the Self-Release Request & copy of the signed Hierarchy Transfer Request form to: agentsupport@humana.com

Globalhealth:
Email Nancy Adams at: nancy.adams@globalhealth.com
Globalhealth will release you to us immediately with no questions asked.

CommunityCare: 
Email Brenda Plowman at bplowman@ccok.com 
Include the info, as in UHC above, and request an immediate transfer to Classic Insurance Agency LLC / MedicarePrepare.

Aetna Medicare Advantage Plans: 
Complete the Aetna Notice of Intent to Transfer Release Form and send it back to us at Apps@Tulsacoxmail.com

Other Carriers - will chat about those separately (918) 814-5550 Bob Archer: Bob@medicareprepare.net

Thank you for your time

We are honored that you have chosen to join our team of amazing Agents and look forward to working with you to help build your business.

Should you have any questions or need assistance, please reach out to your Team Leader