JANUARY AGENCY NEWSLETTER

Updates to Sub-Agency Contracting

Exciting Update for 2025: Simplified Onboarding Process for Downline Agencies

As part of our updated processes for 2025, sub-agency contracts will no longer be required to onboard your downline agencies. Instead, as part of the new process, we will simply reach out to you for approval as the upline before proceeding with onboarding any new sub-agency within your hierarchy. Once we’ve received your written approval and collected all necessary information, we’ll move forward with getting your sub-agency fully onboarded with Devoted Health!

Register for upcoming trainings

New Agent Onboarding Live Webinar

Join our National Broker trainer Helen Gomez, CIC to learn all you need to know about Devoted Health. During this session you will hear about the Devoted Health difference, 2025 plan highlights, how to use our website, agent portal, Devoted Health sales process and more!

Tuesday, February 4, 9 to 10am ET

Thursday, February 6, 12 to 1pm ET

Register here

Tools for success with Devoted Health

Join us for an informative, demo-driven overview of Devoted Health’s tools!

Discover everything you need to succeed with Devoted Health! In this webinar, we will explore and showcase our:

  • Agent Portal
  • Marketing Storefront
  • Devoted.com Website
  • …and so much more!

Monday, February 10, 3 to 4pm ET

Tuesday, February 11, 9 to 10am ET

Wednesday, February 12, 12 to 1pm ET Register here

2025 Approved Agency Contact Update

Ensure we have the latest information to keep your agency informed and connected!

We’re excited to announce the launch of our annual Agency Contact Review and Update beginning in 2025! Over the next few months, your agency will receive a personalized email with a customizable template to help you update the contact details for your approved agency contacts. Keeping your information current is essential for ensuring we can send timely updates and important communications directly to the right people at your agency. Stay tuned for more details!

Resources

  • The 2025 payment schedule is now available! Find our 2025 payment schedule here.
  • View our OEP Broker Training Guide to review important reminders for Open Enrollment Period.

Monthly Forms

At Devoted Health, we have several forms that should be submitted on a recurring basis. Please find the details of the forms and access to them below:

Subcontracted Relationship Form:
Please remember all subcontracted relationships used for marketing, lead generation, enrollment, and sub agencies must be submitted to Devoted Health per CMS requirements. If you haven’t done so yet, you can access the link below to submit. Newly contracted relationships should be disclosed within 30 days.

Subcontracted Relationship Submission Form

Authorized Contacts List:
Devoted Health would like to keep you informed on communications we send to your brokers and update you regularly on marketing assets / tools available through our Marketing Storefront.  We’d like to make sure we have the correct approved contacts for your agency. Please complete the form below so we can update our records accordingly.

Agency Contact Update Form 

NEW EPISODE IS LIVE!

Take us on the go with our podcast: Episode 4 – Member Experience

Tune in to this episode of The Devoted Dish as we sit down with our Member Experience team to explore how we communicate with our members, onboard new ones, and build trust along the way. It’s no secret that Devoted stands out in how we engage with our members — join us as our experts share insights into the inner workings that make this unique approach possible.

Listen on Spotify, Amazon Music, or YouTube


The information on this website is for agent use only and not intended for the general public.

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