Helpful Links & Information

Important Policies

• 2019 Medicare Marketing Guidelines
• Agent Oversight Policy
• Code of Conduct and Incident Reporting Form
• ATRIO Corporate Code of Conduct Policy
• Agent of Record (AOR) Policy
• AOR Change Form and Protected Health Information Disclosure Form
• Agent Do's and Don'ts

Frequently Used Forms

• Enrollment Forms
• Scope of Appointment
• Scope of Appointment - Spanish
• Protected Health Information Disclosure Form
• Protected Health Information Disclosure Form - Spanish (Coming Soon)
• Attestation of Eligibility for an Enrollment Period
• Attestation of Eligibility for an Enrollment Period - Spanish

2020 Enrollment Forms - Fillable PDFs