Broker Enrollment Resources

Enrollment Materials

Our digital enrollment kits include everything you need to sell and enroll prospects - organized into one convenient package! It only takes a few seconds to download in the Agent Portal homepage. Review our instruction guide below to learn about all enrollment materials options.

Enrollment Materials Guide

Scope of Appointment

This form can be completed electronically and uploaded to your contact in the Agent Portal. See our Scope of Appointment Workflow Guide for more details.

Scope of Appointment: English | Spanish

Enrollment Form

2025 Enrollment Form: English | Spanish

2024 Enrollment Form: English | Spanish

Submit a Paper App

Applications must be submitted within 48 hours of being completed, and must be submitted along with an enrollment receipt.

Fax Cover Page

Mailing address
Devoted Health — Enrollment
PO Box 211127
Eagan, MN 55121

Enrollment Receipt

Print the enrollment receipt for your prospects who prefer a paper copy, or if you will be submitting a paper application to us via fax or mail.

Enrollment Receipt: English | Spanish

Special Election Period

See Devoted Health's list of SEP's available for individuals affected by a disaster or emergency, and FAQs.

View active SEP List

Sales Presentation

This PDF document can be used instead of the sales video to explain how Devoted Health works and to clarify potential questions about Medicare.

2025 Sales Presentation: English | Spanish

Sales Video

This short (7 minute) video for prospects explains how Devoted Health works and clarifies potential questions about Medicare.

2025 Sales Video: English | Spanish

Enrollment Presentation Checklist

This guide includes reminders of the information you must cover during your appointment or seminar presentation based on CMS regulations.

Presentation Checklist

Seminar Training

If you would like to be a seminar presenter for Devoted Health we ask that you reach out to your local sales leader. As a part of the process you will watch our seminar training video, and you and your local sales leader will complete a seminar authorization form. These steps must be completed to be permitted to represent Devoted Health in a formal sales seminar setting.