Agent Information Update

Agent Information Update

Form Link: https://zfrmz.com/kO2w8vlavJCNxVql8fwI

We collect agent information to ensure compliance and support. Accurate records enable us to send timely reminders when certifications are expiring, helping agents stay compliant and ensuring a smooth and successful Annual Enrollment Period


Objective

The objective of this SOP is to guide TPA agents on how to update their information using the Agent Information Form to ensure compliance, support, and timely reminders for certificate expiration.


Key Steps

  1. Access the Agent Information Form by following the link provided in the description.

  2. Fill out the form with accurate information, including name, date of birth, mobile phone, and any other required fields.

  3. Pay attention to conditional fields that may appear based on your responses. For example, if you do not know your NPN, a link will be provided to help you find it.

  4. Complete all necessary fields to the best of your ability.

  5. Submit the form once all information is entered correctly.

  6. Contact supportatpakenect.net if you encounter any issues or have questions.


Cautionary Notes

  • Ensure all information entered is accurate to receive timely reminders for certificate expiration.

  • Pay attention to conditional fields to provide all necessary information.

  • Contact support if you have any questions or encounter difficulties while filling out the form.


Tips for Efficiency

  • Keep all relevant information handy before starting to fill out the form.

  • Double-check all entries before submitting to avoid errors and delays.

  • Regularly update your information to stay compliant and receive the best support during AEP.


Link to Loom

https://www.loom.com/share/607e72acc4ab4384a8853a9816d20241


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