Helping Talented Agents Close More Sales


Individual Health Insurance


It has been brought to our attenion that Envision will be starting to audit applications and scopes for AEP.


This means that if you take a paper application then enter it online, Envision will be spot-checking to ensure that you are collecting and keeping the paper application for your records.  You may be asked for the scope or for a copy of the application.

This will only apply to the enrollments where you select the "I am the Broker" option, which requires you to attest to taking a paper application (see screenshot below).  If the agent is in the presence of the client, the client signs on their own behalf and a paper application is not required. 



If you have questions, please feel free to contact our Producer Support Team at 866-568-9649 x813.