Post-Sale

Your client came to you for help getting coverage – which always means they need help better understanding what’s next after they sign up. A key component for a client sticking is helping them through the entire process.

It’s important to tell the client that the Timeline does not go into effect until payment is received/processed. After that – it will go as follows:

24-48hrs: You will receive an email to the address provided on the application. This email contains confirmation of your enrollment. 

5-7 Business Days: Your Network carrier will send you a welcome email containing your effective date, member ID#, and information to create your online account. 

7-14 Business Days: Insurance cards, brochures, and legal documents will be mailed directly to you from your Insurance carrier. Typically, you will receive your insurance cards within 7-10 business days. 

Note: Select carriers have gone paperless and you will need to request to receive physical cards. 

Eligibility requirements requested by the insurance network are the responsibility of the insured to submit prior to the date listed. Any issues regarding your health coverage can be addressed by calling the member help line supplied in the welcome email sent from your carrier.