Producer Support

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.

For validation purposes, you’ll first need to email us to create an account.

The producer portal allows you to view information about your clients such as their ID number, payment history, and more.

Super user access can be requested by the agency owner. Super user access gives you the ability to view and download commission statements, add and edit your agency users, and see all active clients associated with your agency.

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

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 visible, the chargeback is likely because of their plan termination. Email us for more information or questions.

Your client must enroll by the fifteenth of the month for an effective date on the first of the following month. If they apply on the sixteenth or later, they’ll receive an effective date on the first 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.

For on-exchange application errors, contact the Washington Health Benefit Exchange (WAHBE) and they’ll send us the updated information.

Check your book of business to verify if your client is currently enrolled, or get their member ID number, effective date, and plan information. 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.

LifeWise doesn’t allow reinstatement of coverage due to the non-payment of a premium. Their next opportunity to enroll will be during open enrollment or special enrollment if they’ve had a qualifying life event.

On-exchange members

Your client must sign in and update their personal information on wahealthplanfinder.org. Once their info is updated with WAHBE, WAHBE sends the updates to LifeWise.

Grandfathered members

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

There are two ways your client can make the switch to paperless:

1. Sign in to their LifeWise account (or create an online account if they haven’t already) and follow the simple steps found on the account page or go to Welcome > Settings > Preferences. Under Preferences, select to have EOBs emailed when ready.
2. Call customer service at 800-817-3056 and speak to a LifeWise representative directly about opting in to paperless EOBs. Contact hours are Monday through Friday, 8 a.m. to 6 p.m. Pacific Time.

For new clients, the binder payment is the first payment 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.

Once they create an account, your clients can choose the option to set up recurring automatic payments.

Your client can confirm their enrollment for automatic payments through their LifeWise account. If this isn’t an option, call us at 800-817-3056 with your client’s information and we’ll research the issue and respond.