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Wellcare enrollment guide

Jeff Kriege avatar
Written by Jeff Kriege
Updated today

Enrolling in Wellcare Plans

The process for enrolling Wellcare plans is unique from all of our other carriers – instead of using our standard enrollment flow, we use a streamlined and secure digital fax submission.


This isn’t a paper fax – your enrollment is submitted electronically, directly to Wellcare's digital inbox, processed just like any other application would be.

How it works:

  1. You fill our streamlined, simple Wellcare enrollment form

  2. You're emailed a totally filled-out Wellcare PDF application

  3. You sign the PDF

  4. The client signs the PDF

  5. Then it submits the PDF to Wellcare's digital fax "paper app" inbox.

Which plans can I enroll?

You can enroll in the main plans for Wellcare. We'll add more plan types soon.

2025 plan year

(Live now)

2026 plan year

(Going live Oct 15th)

MAPD

MA

Coming soon

Part D

D-SNP

C-SNP

Coming soon

Exclusions

4 states excluded:

CA, HI, IL, NY

A handful of regional MAPD plans are excluded.

Getting set up

Before you start:

  1. Go to your Carriers page.

  2. Add both Centene and Wellcare.

  3. When asked for your Writing Number, enter your NPN.

Enrollment process

Step 1: Start the enrollment

From our quoting tool, click Enroll on a WellCare non-SNP MAPD plan.

You'll land on our HealthSherpa designed Wellcare enrollment form.

Fill out and submit the form.

You’ll land on a Review page – but you're not done yet, so keep your client on the phone – they’ll need to sign right after you sign.

Step 2: Agent signature

Check your email for a message from Dropbox Sign (it's similar to DocuSign):

Click the big blue “Review & Sign” button.


This will bring you to a PDF of Wellcare's paper application, automatically filled out with all of the information you entered on our enrollment form:

Follow these steps:

  • (Optional) Review the PDF for accuracy.

  • Click “Get Started” (top right).

  • Click “Next”, then draw or type your signature.

  • Select “Insert Everywhere.”

  • Click “Continue”, then “I Agree.”

Your part is done – now the client will get an email.

Step 3: Client signature

Your client will receive an email from Dropbox Sign within a few seconds. They should click the Review & Sign button in the email.

They'll land on the same filled out paper app PDF that you saw:

They should follow these steps:

  • Click the "Get Started" button in the top right

  • Click "Click to sign" and add their signature

  • Click the “Continue" button in the top right

  • Finally, they’ll click the “I Agree" button in the top right

✅ Then, the form is automatically sent to WellCare.

It will be processed and appear on your Wellcare broker portal in 3–5 business days.

Step 4: Confirmation

  • Both you and your client will receive an “Everyone has signed” email from Dropbox Sign

  • This email includes a copy of the signed paper app PDF for your records.

  • You can also access this PDF anytime from their Contact record, see below.


CRM tracking

Ideally, you can stay on the line with the client until they've completed signing, but if not, you can always track the Status of the application on the client's enrollment record, to see where they're at:

Here's how the Status updates:

  • When you submit the form, it shows: Pending agent signature

  • After you sign, it shows: Pending client signature

  • When the client signs, it shows: Fax submitted

    • This means it was sent off

  • About 10 minutes later it shows: Submitted

    • This means delivery was validated.

At any time, you can click the "View application" link on the enrollment record to download the paper app PDF.


Important: Ready-to-sell

Our Wellcare process does not use Ready-to-sell (RTS) checks to gate access to enrollment forms like all of our other carriers do.

We do use NIPR checks to validate your state licensure before allowing you into an enrollment form. But it's your responsibility to ensure that you're appointed with Wellcare and have the proper certifications for the particular plan you're enrolling in.

Not sure of your Wellcare RTS status? See our guide showing how to check your RTS status in the Wellcare broker portal. Or ask your upline.


FAQ

I'm seeing an error on the Dropbox Sign PDF form

This can usually be solved just by refreshing the page.

What is Dropbox Sign?

This is a HIPAA-compliant tool for signing documents online, like DocuSign.

Why does Dropbox Sign say "This signature request has been closed"

This usually means you've already signed the document. If you haven't, go back to your email from Dropbox Sign, and click the "Review & Sign" button again

When will Wellcare receive the enrollment?

It takes 3 to 5 business days for Wellcare to receive fax enrollments. If you'd like to check in on it, call Wellcare broker support at (866) 822-1339.


Questions? Contact support

Call (855) 521-4984 or email medicare-agents@healthsherpa.com with questions.


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