HRA Agent Guide

Initiating the HRA Process

Initiating the HRA process occurs after you complete the enrollment application. Once complete,

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• Remind the member that the health information they will share on the HRA has no effect on their enrollment being approved by CMS
• Notify them that participation in HRA is optional

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Explain the purpose and invite the member to participate:

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“The HRA process can assist with your transition into your new plan - we gather some important information related to your healthcare needs to ensure you’re getting the best care possible as soon as your plan is active.

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This should only take about 10 minutes – may I connect you with one of our reps right now to begin that process?”

If the member proceeds with HRA, send an email with the following information to Bannermedicarecommunications@bannerhealth.com

• Member first and last
• Medicare ID
• Member zip code
• Member DOB
• Phone number
• Effective Date
• Plan name
• Agent name
• NPN
• Date of App

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Please set expectation with your client for Banner HRA outreach:

Your client can expect the HRA call back prior to 1/1 effective dates from a Banner phone number. The call will last about 10 minutes.