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Additional $75 Payment for HRA Enrollment

October 27, 2021

AEP is underway and there’s a lot of information that broker agents diligently keep track of. UPMC for Life would like to help, by sending you some helpful reminders over the next several weeks. This first tip is especially important because it could help you earn additional money per enrollment!

UPMC for Life offers agents an additional $75 payment for every Medicare and SNP member when they complete a Health Risk Assessment (HRA) survey. The HRA survey is designed to help members receive the highest quality of care UPMC for Life strives to give. Their goal is that all members can receive additional personal support and a care plan that addresses their health care needs.

Here’s how it works:

  • The beneficiary must become a member to receive this payment.
  • You will receive $75 for every new Medicare and SNP beneficiary that completes the HRA survey. This is in addition to your normal commission payment for new member sales.
  • Current Medicare and SNP members are not eligible.

Follow these steps to be eligible for the additional HRA payment:

  1. When your Medicare/SNP eligible client completes a UPMC for Life enrollment application, make sure to have the client also complete the HRA survey with you in-person, telephonically, or during a virtual appointment. You can print the UPMC for Life HRA survey from this PDF. This document prints as three one-sided sheets of paper to make it easier for you to fax or email back to the carrier.
  2. Clearly write your client’s first and last name, your first and last name, and your agent writing number (broker code) at the top of the HRA survey.
  3. Make sure all questions are completed on the survey and that answer bubbles are completely filled in.
  4. If you also have hard copies of your client’s Scope of Appointment (SOA) form and UPMC for Life enrollment application, you must include the completed HRA Survey with these items to be eligible for the additional $75 payment.
  5. If your client telephonically or electronically completed the SOA form and/or the UPMC for Life enrollment form, you must send the completed HRA Survey within 24 hours of enrollment.
  6. You can submit these items through any of the methods you typically use to send new member information: fax, email, mail, or scanned and uploaded via Cavulus.
  7. You will be eligible for the $75 payment for each correctly completed HRA survey received for new members that have not disenrolled within the first 90 days (3 months) of membership. HRA payments will be processed separately from the regular commission process. They will be paid monthly by the 30th of each month with the lag of 30 days from the commission effective date followed by adjustments for any members who disenroll within the first 90 days.

Please note: The completed HRA survey contains personal health information (PHI) and should be handled consistently with your obligations under your Broker Agreement and Business Associate Agreement with UPMC Health Plan. The completed hard copy HRA Surveys should always be stored securely and should be returned to UPMC Health Plan or shredded and disposed of in a secure manner when no longer needed.

If you would like to receive hard copy surveys through the mail, they’re available on the Converge site. The hard copy survey is three sheets of one-sided paper stapled together in the upper left-hand corner. Remove the staple when sending the survey back to us through fax or email.

If you have any questions, please contact your broker manager.

Thank you for helping to support UPMC for Life in this important initiative!
UPMC for Life Brokerage Team

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Questions? Call us at 855-888-8326.

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