Producer Support

Let us help, so you can focus on your clients.

Become appointed to sell LifeWise products

Thanks for your interest! Each appointment submission is reviewed on a case-by-case basis. Email us with your plan for growing your individual book of business throughout the year. We have a minimum production requirement and are looking to partner with agents who are planning to grow their individual book well beyond the minimum.
To appoint a new producer in your agency to sell LifeWise, email us a copy of the agent’s insurance license and OIC agency affiliation paperwork.
To update your license, agent, or agency information on LifeWise, email the request with any attached documents needed and we’ll make the update for you.

Commission statements

Sign in to view your commission statement. If your client isn’t showing on your most recent commission statement, check your book of business to make sure their payments are up to date. If they are showing as active, email us with your client’s information so we can research the issue and respond.

Chargebacks

A chargeback is often due to a change in your client’s eligibility status. Check your book of business to see if their eligibility status has changed and if they’re no longer showing, the chargeback is likely because of their plan termination. Email us for more information or questions.

Enrollment and eligibility

Your client must enroll by the 15th of the month for an effective date on the 1st of the following month. If they apply on the 16th or later, they’ll receive an effective date on the 1st month after the following month.
Example: If your client applies on July 15, their effective date will be August 1. If they apply on July 16, their effective date will be September 1.

Correcting an application error

For on-exchange application errors, contact Washington Health Plan Finder (WAHBE) and they’ll send us the updated information. For off-exchange applications, call us at 800-817-3056 for corrections. Corrections needed more than 3 business days after the application submission will require documented proof of the requested change, such as a valid driver’s license.
To verify if you client is currently enrolled, or get their member ID number, effective date, and plan information, check your book of business. LifeWise issues an ID card after enrollment is completed, and you can check your book of business to confirm they’ve received it. If your client insists that they haven’t received their ID card, you can also print them a temporary ID card or order a new one after signing in to your account.

Reinstatement of coverage

LifeWise doesn’t allow reinstatement of coverage unless there was a LifeWise error that physically kept your client from making their payment. Their next opportunity to enroll will be during open enrollment or special enrollment if they’ve had a qualifying life event.

Updating your client's personal information on LifeWise

On-exchange members

Your client must sign in and update their personal information on the Washington Health Plan Finder (WAHBE) website. Once their info is updated on WAHBE, WAHBE sends the updates to LifeWise.

Off-exchange members

Your client can update their personal information by signing in to their LifeWise account or calling customer service.

Billing and payments

Binder payments

For new clients, the binder (first) payment is required before they are enrolled. If your client hasn’t made their first payment, have them check the invoice that was mailed to them and submit payment. They’ll be enrolled within 24 hours of payment receipt. To verify your client’s first payment was received, check your book of business. Call us at 800-817-3056 if your client is showing a payment and it’s been longer than 24 hours.

Auto payments

Your client can verify they’re signed up for auto payment by signing in to their LifeWise account. If this isn’t an option, call us at 800-817-3056 with your client’s info and we’ll research the issue and respond.