GREEN LEAF AGENT GUIDE

Green Leaf is a family-owned business established in 2008. We’re dedicated to being attentive, supportive, and responsive to our agents’ needs

Our purpose is to support agents and agencies in the best possible way, helping their businesses reach their full potential.

This purpose of this Guide is to provide information about the resources that Green Leaf offers.  

Click a category below to jump to that section:

  1. Green Leaf Tools
  2. Green Leaf’s Website
  3. Green Leaf’s Online Agent Resources Tab
  4. Quick Contacts

Green Leaf’s Tools

MyEApp.com 

    • Compare all plans in the marketplace to determine recommendations.
    • Save clients’ medication and doctor lists to their profiles.
  • Send e-SOA and e-Application via text or email. 
  • Compliant Call Recording and audio file storage.  
  • MyEApp Tutorials can be found HERE

The Agent Center

  • Automatic Daily Activity reports confirming applications submitted through Green Leaf
  • View application status – approved, pending, or denied apps
  • Call recording mobile app audio file storage and retrieval
  • Access Green Leaf commission statements
  • View contract statuses 

Green Leaf Call Recording Mobile App

  • Easily record incoming and outgoing calls from your smartphone
  • Available for both Android and Apple devices from the Apple App Store or Google Play
  • Long term HIPAA compliant storage of call recordings in The Agent Center
  • Stay compliant with CMS call recording rules on the go
  • Instructions to install, register and use application can be found HERE

Med Supp Quoter

    • Quickly and conveniently run quotes for Medicare Supplement Plans
    • Sort and filter your results
  • Share and compare quotes 
  • Need Access? Request a Med Supp quoter account HERE

Green Leaf’s Website

GreenLeafFMO.com is a launch point for many of the tools and services we offer.

While our office is just a phone call away, we aim to provide agents and agencies with quick access to information on our website whenever they need it.

Across the top of the Green Leaf homepage, you’ll find links to important information and tools. 

  • The Agent Center Login
  • MyEApp Login
  • Med Supp Quoter 
  • Technology
  • Agent Resources – expands with multiple helpful topics (see below section for more info)
  • Contact Us

Green Leaf’s Online Agent Resources Tab

Application Submission 

  • Use MyEApp to send electronic SOA and Applications to clients
  • Submit Scanned Apps using our “Drag and Drop” secure ShareFile link
  • Visit our website App Submission page to view all available submissions methods.  

Certifications (AHIP & Carrier)

  • Certification instructions, portal links, and launch dates are easily accessible on one page.

Ordering Sales Kits

  • Easily determine which carriers to order supplies from directly, and which ones require you to order through Green Leaf.  
  • Click on the listed carrier names to be directed either to the Carrier’s supply order portal or to Green Leaf’s online supply order form by clicking HERE .

Reporting Sales Events

  • Each carrier has their own specific template for reporting sales events. For your convenience, Green Leaf provides these templates on our website. You can find them HERE.
  • The Green Leaf team reviews your sales events prior to submission to ensure completeness and timelines.

Carrier Info – Broker Portals & Provider Search Engines

  • Access all carrier broker portals, broker support phone numbers, and provider search tools on one convenient page
  • Click HERE to be directed to our Carrier Information page.

Commissions Information

  • Most carriers pay brokers’ commissions directly.  Carrier commission statements are housed in each carrier’s respective broker portals.  
  • You can find commission information for carrier HERE
  • Green Leaf issued commission statements can be accessed anytime HERE

Tutorials

  • Watch MyEApp video tutorials at your own pace. 
  • View the call recording registration tutorial to start using the free Green Leaf Call Recording app which helps you stay compliant on the go.  
  • Access various training videos we’ve created to help support your business.