Carrier News

Affiliate with Kilpatrick for Individual Products – 2016

Affiliate with Kilpatrick Companies as your General Agent for individual (under 65) business for 2016 calendar year and the 2017 open enrollment season. We want to help you grow and service your individual block both on and off the exchange. Affiliated agents can use ourĀ quoting platform to quote all available medical plans on and off exchange.

This article explains the process for agents currently appointed with each carrier to change their GA affiliation assignments. If you are already affiliated with us for each carrier, your affiliation is evergreen. No action is required to maintain the arrangement. Please return the paperwork to Nancy Sobocinski ( as soon as possible in order for us to process internally before remitting to each carrier.


Affiliation Period Aug 1 – Oct 15, 2016
Effective Date Oct 15, 2016
Guidelines Complete and return the GA Affiliation Change Form before the deadline. Agents can only change GAs during the affiliation period. Changes processed during this affiliation period will apply for policies effective beginning 10/15 through the 2017 open enrollment period.
Licensing BCBS appoints new agents and agencies using an online system. We will create the appointment application for you online. You will receive a link via email. Click on the link and enter the requested information and sign the documents electronically to become appointed.
Forms GA Affiliation Change Form

Memorial Hermann

Affiliation Period ongoing
Effective Date Date processed by Memorial Hermann
Guidelines Complete and return the Affiliation Form as soon as possible. Memorial Hermann will allow agents to change GAs after six months of affiliation with their prior GA. Agents who are not affiliated with a GA for individual production can affiliate with a GA immediately, subject to Memorial Hermann approval.
Licensing Complete the agent appointment kit and (if applicable) the agency appointment kit. The appointment will allow you to sell Memorial Hermann's individual (under 65 and Senior) products and group products.
Forms Affiliation Form
Agent Appointment Kit
Agency Appointment Kit

Scott & White

Affiliation Period Feb 1 – Aug 31, 2016
Effective Date Date processed by Scott & White
Guidelines Complete and return the Affiliation Change Form before the deadline. Agents can change affiliations once per year. Agents currently affiliated with another GA who pays commissions (instead of Scott & White paying) must obtain a release from their GA.
Licensing Complete the New Agent Appointment Packet and return to our office. This paperwork will appoint you with Scott & White to sell Group and Individual (under 65) products. It also affiliates you with Kilpatrick Companies to be your GA for individual products.
Forms Affiliation Change Form
New Agent Appointment Packet


Affiliation Period Feb 1 – Oct 2, 2016
Effective Date Date processed by UHOne
Guidelines Complete and return the GA Change Form before the deadline. Agents currently affiliated with another GA must obtain a written release (see template). UHOne will only release agents who have been affiliated with their current GA for 90+ days.
Licensing Appointments with UHOne are separate from UHC's group division. If you are not appointed, complete and return the appointment packet and include a copy of your state license.
Forms GA Change Form
GA Release Letter Template
New Agent Appointment Packet
New Agent Contract

We appreciate the opportunity and look forward to serving you in the individual market.

Scott Kilpatrick

This entry was posted in Carrier News, Our Perspective and tagged , , , , , , , , , , . Bookmark the permalink. Follow any comments here with the RSS feed for this post. Both comments and trackbacks are currently closed.