At ATRIO Health Plans, we understand the importance of the relationships you build with your members. Our Agent of Record Retention Policy is designed to provide you with peace of mind, ensuring that you can focus on growing your business. By maintaining a consultative relationship and fulfilling the eligibility requirements, you can continue to earn commissions and support your members seamlessly. 

How does it work? 

ATRIO's Agent of Record (AOR) protection remains in place for changes made by our Member Service team or when your members self-enroll online (NPN must be included at the time of self-online enrollment). Previously AOR protection extended to changes made through our telesales department, but as of 2024, ATRIO no longer maintain telesales channel. 

As a result, when members contact our Member Service line, they may be referred to a broker agent if their needs extend beyond what Member Service can assist with. We encourage you to stay connected with your clients to ensure they receive the personalized support and guidance they expect from you, and to ensure you remain AOR. 

What is the policy? 

Agent assignment is used for determining a member's current servicing agent and for calculating payment commission to the agent responsible for an enrollment. 

Under the ATRIO Agent of Record policy, the AOR status and corresponding renewal commissions will be retained, when existing ATRIO members make like-to-like plan change via CMS.gov, atriohp.com or paper enrollment application without the involvement of a renewal eligible agent. The AOR must be appropriately licensed, appointed, and certified to be eligible for commission renewal. 

To learn more on ATRIO Agent Retention Policy, checkout this downloadable AOR FAQ. 

AOR Change Request

A member may elect a new agent by submitting and completing an Agent of Record Change Request and concurrently Protected Health Information Disclosure (PHI) forms and submits to agentdesk@atriohp.com. The form can be located under the Member section in atriohp.com under "Member Forms" and select on the "Other Forms" selection.