Enrollments

• Can a copy of the application be printed from the "view enrollment" button?

  Yes, you can print to PDF and save to your own computer or send to your printer.

• Can I use this tool face-to-face for enrollments to replace paper?

  Yes, you can give the keyboard or mouse to the client to sign the enrollment.

• Does using Medicare Select-A-Plan eliminate the need to learn the carrier's online enrollment platforms (i.e. Lean, Ascend)?

  Yes and No. It will give you a single platform to use for all those enrollments. Each carrier’s tool has other features that are not contained here. For instance, UHC and Aetna require that you use their tool to facilitate the Health Risk Assessment.

• For the county auto-fill, what if a client has a zip code that identifies with more than one county?

  Please complete a support request (via the form at the bottom of this page) with the specific zip code and town, and we will provide case by case instructions.

• Where does the client/prospect get the secret code?

  The authentication code appears on the broker’s screen and the broker reads it to the client who enters it on their end.

• Will this system allow me to do the Health Assessment with carriers that offer it?

  Not at this time.

• Do we let them read the Disclaimers on the app or do we have to read the disclaimer to them?

  Similar to the carrier enrollment tools, brokers are expected to follow the same compliance process as a face to face enrollment.