Agent Guide | Home Health Care
Marketing Materials & Forms Usage Home Health Care Enhanced and Home Health Care Select availability and forms vary by state. If there are any questions on plan availability or forms by state, contact us at 1-888-441-0770. Obtaining Marketing Materials and Forms Approved materials and forms are posted to the agent portal for download. To order paper copies of materials and forms, please contact your upline or call 1-888-441-0770. You can also reach out to our ACES team at aces@manhattanlife.com Creation and Alteration of Advertising/Marketing Pieces Advertising and marketing materials must be approved by each state Department of Insurance prior to use by agents. Agents are not allowed to create their own marketing materials, or modify approved ManhattanLife marketing materials. This includes, but is not limited to, letters, business cards, announcements, flyers, videos, posters, newspaper ads, etc. An agent must disclose any information relating to unauthorized use of marketing materials to ManhattanLife. Agents who wish to modify marketing materials must first obtain approval through Sales and Marketing. Submitting Paper Applications We always suggest submitting applications through ManhattanDirect 2.0, as we have found processing times are generally quicker. We do, however, understand there may be times when this simply isn’t possible. In the event a paper application has to be submitted, the agent needs to complete the application with the applicant actively engaged throughout the process. The agent can either be at the same physical location as the applicant/owner, or the application can be processed over the phone. Regardless of how the application process takes place, both the applicant/owner and the agent must physically sign the document. Therefore, if the application is completed over the phone, the agent must fax or send the application to the applicant/ owner to obtain their signature before submitting it to ManhattanLife for processing. Below are options for getting paper applications to ManhattanLife for processing. Instructions provided below. Easy Upload Feature The Easy Upload tool can be used to upload applications rather than mailing or faxing them. Please note currently Easy Upload will only accept PDF files. Therefore, the application must be scanned and converted to a PDF to be attached. There are step-by-step instructions found in the “Easy Upload” section in the middle of the Dashboard page. It should be noted that in order to submit via Easy Upload, you must be logged into our ManhattanDirect 2.0 system. The Easy Upload feature was created to enable the submission of paper applications, rather than mailing or faxing them. The Easy Upload feature can be found on the homepage of the Agent Resource Center or at the following URL: https://producer.manhattanlife.com/life/account/login.aspx?AsAgent
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