Over the next several weeks GarityAdvantage is phasing out the process of emailing applications to the Enrollment Team and moving towards the easier method of submitting through our website.
We are doing this for several reasons:
Submitting an app can be accomplished in 10 easy steps:
Within a few seconds you will get a confirmation email.
Use the NEW Agent Dashboard to also:
If you attended one of our Medicare & Senior Market Expos this month, you learned how essential cross selling is to building your business and serving your clients. You heard from Jane Feit, Ancillary Products Manager (how did you fare during her trivia game?), the Carrier Representatives, and the experienced broker panel who all promoted the practice of cross selling.
If you didn’t attend, here’s a recap!
Bring up the products to your clients! Even if they don’t want to purchase at that first appointment, you have introduced the idea and the need.
Use the Generic Scope of Appointment Form to compliantly discuss Hospital Indemnity, Dental & Vision during your Medicare Advantage Appointments. You can download the Generic SoA at our Cross Selling Strategies site.
Use the tools in our Cross Selling Strategies Selling System
Must Have Products for Your Portfolio
There are many valuable products to offer your clients, but we suggest getting contracted with these essential carriers first.
Happy AEP! Annual Election Period is in full swing! Now is a good time for Enrollment Reminders. This helps us process your applications quickly. As you know, medicare Enrollments are subject to strict submission time frames implemented by CMS.
DON’T: Forget to submit ALL pages of the enrollment application.
For example; we have noticed many Aetna apps coming in without the first page. Double check your submissions!
DO: Check client zip codes for accuracy.
DON’T: Submit more than one application per fax/email transmission.
DO: Label the fax and email subject line as the Client’s First and Last name.
DON’T: Forget to complete ALL of the required information on the application. For example; New in 2019: UHC applications for Medicare Advantage and PDP have an additional agent received date “signature date” that must be completed.
Double check your submissions!
DO: Use the Fax Cover Sheet and mark if the submission is NEW or a CHANGE/CORRECTION. This cuts down on duplicate submissions!
DO: Double check that you received a confirmation of your enrollment submission. If you enroll by fax, check your fax confirmation pages. If you enroll by email, make sure you received the automated email confirmation.
DO: Contact us with any questions/issues.
800-234-9488 or email@example.com
Thank you for all of your hard work this Annual Election Period.
This year’s sales have exceeded our expectations!
Please follow the reminders at the link below to make sure your final selling days go smoothly.
Call us: 800-234-9488
Thank you for a successful AEP!
Enrollment Processing over Thanksgiving
~ Fax and email lines are open 24/7 ~
Both our Norwell, MA and New Haven, CT Offices will be closed on Thanksgiving, Thursday November 23rd and Friday, November 24th.
WHAT YOU NEED TO KNOW:
Medicare enrollments dated on or before Tuesday, November 21st MUST be sent to us no later than Wednesday, November 22nd during business hours (9AM-5PM).
Tuesday enrollments sent after hours on Wednesday risk being LATE to the carrier.
We will be providing limited staff to process your enrollments on Friday, November 24th and Saturday, November 25th.
To ensure compliance with CMS enrollment time-frames, you should always submit your enrollments the day they are received. This requirement becomes especially important now because CMS requirements Do Not allow additional days for weekends and holidays.
ENROLLMENT EMAIL: firstname.lastname@example.org
ENROLLMENT FAX: 781-982-1887
Please use the link below for directions on how to submit your applications to the carriers directly between 5:00 PM, Wednesday, November 22nd and all day Thursday, November 23rd:
Answers to other enrollment questions: Enrollment FAQs