Producer Tip: What Happens After You Close a Special Enrollment Sale?

General News
Published February 1, 2019

If your client experiences a qualifying life event, they may be able to apply for healthcare coverage during a special enrollment period.

1. Invoice: Your client will receive a paper invoice in the mail.
2. Payment: They can pay that invoice by personal check, cashier’s check, money order, or by a one-time binding payment link that’s listed on the invoice. The online payment option accepts Visa, MasterCard, or Discover.
   IMPORTANT: They’ll need to include the Payment ID number from their invoice when submitting their payment. It’s located on the lower left-side of the invoice under the Total Amount Due line.
   Remind your clients that they can’t submit their initial payment by transferring money from their bank account; however, they can schedule automatic payments from their bank for their remaining payments once they create their online LifeWise member account.
3. ID card: After they make their initial payment, they’ll receive their ID card information.
4. Create account: Your clients can use the identification number from their ID card, or their Social Security number, to create an online account at lifewisewa.com.

LifeWise doesn’t accept payment from a business account, a sole proprietor, an employer, a charity, or a healthcare provider for individual health plans except where required by law.