*Client Library
— DO NOT SHARE THIS WEBPAGE — INTERNAL USE ONLY-
Medicare |
Scheduling Links and Forms
- Scheduling Link –Client facing
- Scheduling Link – Internal Only
- MS Email Shopping Questionnaire
- Send to client to complete if they want us to shop their MS Plan to see if they would be underwritten
- MS QNR Completed Confirm – Scheduling Page
- Email Results- Confirmation
- Phone Appt Schedule Online- Acuity Scheduling Link-Phone
- ZOOM Appt Schedule Online- Acuity Scheduling Link-Zoom
- Already Scheduled- Confirmation
- MS QNR Completed Confirm – Scheduling Page
- Send to client to complete if they want us to shop their MS Plan to see if they would be underwritten
- Roadmap QNR
- Roadmap QNR- Client Facing
- LTC Health Questionnaire
- Send to client to complete if they want to schedule a LTC appointment
HTA Marketing Materials
- Roadmap to Medicare PROCESS
- 2025 Roadmap Webinar- Copy of Slides
- SOA- Please sign and return
- MS-Quick-Reference
- HTA_ClientBrochure
- HTA_AdvisorBrochure
- HTA_EmployerBrochure
- LTC Quote Request Form
- Homebuyer Insurance Risk Checklist
- Homebuyer Insurance Risk Checklist- ReMax
- HTA Benefit Book Page
- HTA-A Great Referral Partner
- HTA P&C Personal Insurance Services
- HTA P&C Business Insurance Services
- HTA Referral Guide
- Services by State Map
- Insurance Checklist for Dance Subcontractors
- Realtor Insurance Checklist
- Realtor Insurance Checklist- ReMax
Video Library
- 1st Time Homebuyers
- 1st Time Homebuyers – ReMax
- Before You Buy – Homeowners
- Before You Buy – ReMax
- Medicare Services – Advisors
- Medicare Services – GHB
- Medicare Webinar Services – GHB
- Medicare Webinar Services – FA
- Personal Lines Discovery Call
- Commercial Lines Discovery Call
- Insurance Risks Stoplight – ReMax
Referral Pages
Cobranded Webpages-Employers (to share with Employees)
- Medicare Employer Sample Page
- 11:11 Systems
- AAK
- Abrisa
- Acclaim Technical Services
- Adare Pharma Solutions
- Advanced Air Systems
- Advanced Green Technologies
- Advanced Roofing
- Advanced (all companies)
- Advantia Health
- Afni
- AIPAC
- Alabama Grocers Association Health and Welfare Trust(AGA)
- Alliance for Positive Change
- American Diabetes Association
- American Psychiatric Association
- Ameriscend
- Avantik
- Axis
- Bergey’s
- Bernstein
- Brenntag
- Buchalter
- Burlington Stores
- Butz
- Canopy Safety Brands
- Carrington
- CentraCare
- CFA Institute
- Center for Family Services
- Centrus Energy Corp
- Chemalloy
- Chesapeake Utilities Corporation
- Community Behavioral Health
- Community Life
- Constellis
- Contract Pharmacal Corporation
- Construction Specialties
- Cornerstone Health and Fitness
- Covenant Wealth Strategies
- Data Axle
- Day & Zimmermann
- Dematic
- Designer Brands
- Discovery Institute
- Diversified
- EAC
- Edmund Optics
- Elliott Lewis Corporation
- EMM Loans
- EMS
- Erdner Bros.
- F&H Electrical Contractors
- F. Shumacher & Co.
- Fields Auto Group
- Food and Water Watch
- Forrester Construction
- Frank Donio Inc
- Fred Beans
- Future Technologies Inc.
- Genuine Food Lab
- Goddard Systems
- Glasgow
- Glenmede
- GMH Associates
- Grain Craft
- H&M
- Harlem United
- Help USA
- Henley Enterprises
- Hiab
- IMSG
- Innovative Driven
- IPC Systems
- Isolatek
- Jacent
- Janney
- JF Shea Co, Inc
- Juniper Landscaping
- Juno Search Partners
- Kforce
- Kitchen Magic
- Kodiak
- Lafayette Group
- Levy School Bus Company
- Liberty Healthcare Corporation
- Linxup
- LitCon Group
- Marshall Family Wealth Management
- Maryland Primary Care Physician
- MediQuant
- Metaphase Consulting
- Mid-Atlantic Door Group, Inc.
- Miles & Stockbridge
- Miller-Remick LLC
- Miller Transportation Group
- Monroe University
- Montgomery McCraken
- MSC
- NPR
- Odeon Capital Group
- Office Practicum
- Opex Corporation
- PAISBOA
- Penndel Ministry Network
- Pentagon Federal Credit Union
- Pennock Floral Company
- Plymouth Harbor
- People First Federal Credit Union
- PQ LLC
- Premium Health Center
- Produce Junction
- PRM Hotel Group
- PTC
- Pursuit Aerospace
- Ready Computing
- Red Team Consulting
- Revenue Solutions, Inc.
- Risepoint
- Rockbridge
- Royer-Greaves
- RiseBoro
- RuderFinn
- Safety Management Group
- Sallie Mae
- School Lane Charter School
- SDI
- Seaboard Corporation
- Simga Foodservice
- Sofidel
- Solomon Edwards
- SOSI
- Sound Exchange
- Sparks
- Spok
- Summit Hill Foods
- Sun Companies
- Sun Pharma
- Sun River Health
- Susquehanna Valley Harley-Davidson
- Swarthmore College
- The Goddard School
- The Pathway School
- The Student Conservation Association (SCA)
- Turn5
- Universal Concrete Products
- Urban Engineers
- Urban Youth Alliance International
- Venerable
- Vertex
- Viant Medical
- Vivax Metrotech
- Voyatek
- VPD Government Solutions
- VRM Lending
- VRM Mortgage Services
- Wayne Sanderson Farms
- Weaber Inc.
- Weavers Way
- Wesley Theological Seminary
- West Madison Foods
- Wisler Pearlstine
- Woodmont Country Club
- WSP
- Yardley
- Yeshiva University
- Zensar
- Zuckerman Spaeder
Cobranded Scheduling Pages
P&C Webpages
Personal Lines
- Auto
- Homeowners
- Renters
- Umbrella
- Personal Articles
- What’s behind the surge in premiums?
- Personal Discovery Intake Form – Live
- Personal Insurance Intake and Schedule Form
- Personal Insurance Intake and Schedule Form- Dec pages already received
- GS/AYCO Personal Intake and Schedule Form
- Plan Review Intake and Schedule Form
- Redirects to schedule Plan Review for Existing clients
- Intake 2 Check-in and Schedule Form
- Re-direct to Checkup appt for Intake 2 clients
- Doc Upload Form
- Re-directs to schedule PL RM appt once dec pages uploaded
- General Upload Form
- Secure site to upload docs only.
Commercial
- Audits
- BOP – Not Done
- Commercial Auto
- Commercial Umbrella
- Cyber Security
- Employment Practices & Liability – Directors & Officers
- Non Owned Auto
- Workers Comp
- Workers Comp-Do I need?
- Workers Comp-Subcontractors
- Business Insurance Discovery Intake Form
- Doc Upload Form-Commercial
- Re-directs to schedule CL RM appt once dec pages uploaded
Cobranded Webpages:
- P&C Sample Page (Personal Lines)
- Brandywine Financial Advisors
- Finance Forward
- Flagship Financial
- Re/Max Ace Realty (Personal Lines)
- Re/Max Ace Realty (Personal-Homeowners)
AEP Webpages
- AEP Homepage
- Shopping my PDP
- Shopping my PDP- Coming Soon -Available after 10/1
- Shopping my MS
- Shopping my MAPD
- AEP Scheduling Page
- How to review PDP plans on medicare.gov video request
- How to create a medicare.gov account
AEP Videos
- Get AEP Ready Video Recording
- Get AEP Ready On-Demand Link
- Part 1- Shopping Part D on Medicare.gov
- Part 2- Shopping Part D on Medicare.gov
- 2024 Plans changing in 2025
AEP QNR and Confirmation Emails
Additional Resources
Long Term Care Webpages
CONSUMER FACING
https://www.hta-insurance.com/schedule/
- https://www.hta-insurance.com/travel-appointment/
- https://www.hta-insurance.com/medicare-appointment/
- https://www.hta-insurance.com/autohome-state/
- https://www.hta-insurance.com/business-state/
-
Year-end Enrollment Planning – https://www.hta-insurance.com/individuals/yearend-medicare-enrollment/
P&C Scheduling
Personal Check-up
Commercial Check-up
GS/AYCO
Internal ONLY
https://www.hta-insurance.com/schedule-INTERNAL/
- https://www.hta-insurance.com/medicare-appointment-internal/
- https://www.hta-insurance.com/pc-appointment-internal/
Old Appointment Types
- LTC Health Questionnaire
- Send to client to complete if they want to schedule a LTC appointment
Roadmap QNR Links
- https://www.hta-insurance.com/when-should-i-sign-up-for-medicare/
- https://www.hta-insurance.com/when-should-i-sign-up-for-medicare-rm-contact/
- https://www.hta-insurance.com/when-should-i-sign-up-for-medicare-current-insurance/
- https://www.hta-insurance.com/when-should-i-sign-up-for-medicare-actively-working/
- https://www.hta-insurance.com/when-should-i-sign-up-for-medicare-age/
- https://www.hta-insurance.com/when-should-i-sign-up-for-medicare-employer-size/
- https://www.hta-insurance.com/when-should-i-sign-up-for-medicare-hsa/
- https://www.hta-insurance.com/when-should-i-sign-up-for-medicare-schedule-appointment/