Individual Agent of Record (AOR) helpful hints.
- If you are acquiring business from another agent within your agency or you have purchased a portion/all of their business, send an email to Amy.Koncar@selecthealth.org and include both agents. We will process those transfers effective the following month.
- Individual AORs must be submitted through the Link agent portal. You can find this function below the Agent Tools heading.
- Individual AORs must be received by January 15, 2025, for a January 1 effective date.
- AOR letters must be signed by both the member and the agent within 30 days of submission. AOR letters will be returned unprocessed if signatures are missing or the date on the letter is more than 30 days out.
- Be sure to fully explain to the member the purpose of an AOR. Ensure the member is well-informed on what the change entails.
NOTE: For AOR changes through the FFM/Marketplace, we require an AOR be submitted through Link. We do not accept updates for AOR through Marketplace 834 files.
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