Enrollment

Medicare Advantage Client Enrollment Guidelines

, , ,

 

Access the latest educational materials to help you support clients during AEP and beyond.

MedicareCENTER

We are excited to share with you the latest Medicare Advantage Client Enrollment Guidelines. These valuable educational materials are designed to empower you in continuing to support and serve your clients throughout the year.

By downloading these updated resources, you’ll be equipped to provide the best possible guidance to consumers, helping them make informed decisions about their healthcare options.

Click below to download the materials and get started today:

iconDownload the Materials

Have questions or curious about how GarityAdvantage can help you grow your Medicare business? Contact Tori or Jessie!

Already contracted with GarityAdvantage? Make sure you are fully opted-in, so you don’t miss more valuable tools like this!

Tori Glotfelty

Tori Glotfelty

Recruitment Marketing Manager
GarityAdvantage Agencies

781-616-1455 (direct)

TGlotfelty@garityadvantage.com

Jessie Gardner

Jessie Gardner

Recruiter
GarityAdvantage Agencies

681-781-4774 (direct)

JGardner@GarityAdvantage.com

GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral and exceptional support throughout the year. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Request a contract today!

GarityAdvantage

AEP Readiness Materials 2025 for Medicare Agents

, , ,

 

GarityAdvantage

These tools are designed to help you lead meaningful and impactful meetings with your clients — whether in person or virtually.

Materials Available Now:

  • AEP Readiness Guide

  • Sales Appointment Checklist for Agents

  • Needs analysis Editable Form

  • Agent Goal Setting Guide

  • Using a Webcam for Effective Virtual Meetings Guide

  • The Importance of Expanding Your Portfolio
Access the Tools

GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral and exceptional support throughout the year. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Request a contract today!

GarityAdvantage

GarityAdvantage Agencies
800-234-9488

Enrollment Do & Don’ts 2024

, ,

 

Important Enrollment Do’s and Don’ts

GarityAdvantage
enrollment

Follow These Helpful Enrollment Reminders for a Successful AEP

As you know, Medicare Enrollments are subject to strict submission time frames implemented by CMS. To ensure a smooth process every time, please follow this helpful list of Do’s & Don’ts when submitting your applications.

Online Enrollments

DO: USE MedicareCENTER to ENROLL ONLINE

MedicareCENTER gives you everything you need to grow and manage your book of business

Client Interaction & Policy Management:

  • Contact Management

  • Policy Management

  • Contact Activity Stream

  • Contact Management Tags

  • Call Recording

Quoting, eApp, Mobile App and Marketing:

  • Quote & eApp lets you seamlessly quote and enroll

  • A Mobile App streamlines your business management

  • PlanEnroll Personal Agent Website gives your clients the option to shop and enroll
    online

  • LeadCENTER integration

NEW Features & Enhancements:

  • Improved Rx search experience in Quote & eApp

  • Improved Rx quote accuracy and usability

  • Improved Provider search

  • Self-Attestation: A way for you to quickly update selling permissions

  • Profile Linking: Leverage your PlanEnroll personal agent website to allow clients to
    update their own doctor, Rx, and pharmacy preferences

  • SoA compliance assistance

Log in Here

Tools & Support

MC Features Flyer

Electronic Submissions

DO: SUBMIT YOUR APPS THROUGH THE AGENT DASHBOARD

The Agent Dashboard: The easiest way to ensure your paper enrollment applications are submitted accurately is to submit through GarityAdvantage for processing (Med Advantage, Med Supp and PDP).  As part of our service to you, GarityAdvantage will review your enrollments for accuracy.

DON’T: EMAIL YOUR ENROLLMENTS!

We no longer accept enrollments via email for security reasons.

DO: TRACK YOUR SUBMISSIONS VIA THE AGENT DASHBOARD

By using our agent dashboard, you will be able to track your application submissions while we also track your commissions and include your business in our ongoing audit to make sure you get paid.

DON’T: SUBMIT MORE THAN ONE APPLICATION PER UPLOAD

Fax Submissions

DON’T: SUBMIT MORE THAN ONE APPLICATION FAX TRANSMISSION

DO: USE THE FAX COVER SHEET

Please use a separate cover page for each enrollment mark if the submission is NEW or a CHANGE/CORRECTION. This cuts down on duplicate submissions!

Ensure Accuracy

DON’T: FORGET TO SUBMIT ALL THE PAGES OF THE ENROLLMENT APPLICATION

For example; we have noticed many Aetna apps coming in without the first page. Aetna requires this page for the submission to be considered a full enrollment.

Double check your submissions!

DO: CHECK CLIENT ZIP CODES FOR ACCURACY

DON’T: FORGET TO COMPLETE ALL OF THE REQUIRED INFORMATION ON THE APPLICATION

For example; UHC applications for Medicare Advantage and PDP have an additional agent received date “signature date” that must be completed. Double check your submissions!

 

DO: DOUBLE CHECK RECEIPT CONFIRMATION

Double check that you received a confirmation of your enrollment submission. If you enroll by fax, check your fax confirmation pages. If you enroll through the Agent Dashboard, make sure your enrollment shows on the submitted apps page.

DO: BOOKMARK OUR ENROLLMENT REFERENCE GUIDE PAGE

DO: CONTACT US WITH QUESTIONS/ISSUES

SALES SUPPORT

MedicareCENTER SUPPORT

CONTRACTING INQUIRIES

COMMISSION INQUIRIES

We appreciate your business and look forward to helping you have a successful AEP!

GarityAdvantage Agencies
800-234-9488
website | email

July 4th 2024 Office Hours – Enrollment Information

, , ,

 

Enrollment Submission Deadlines

July 4th

In observance of Independence Day,
GarityAdvantage Agencies will be closing early at 3:00PM Wednesday July 3rd and will be closed on Thursday, July 4th and Friday, July 5th.

NOTE: Carrier deadlines for enrollments still apply.

Important Notes: All Carrier deadlines for enrollments still apply. Please plan accordingly as any enrollments sent to the enrollment department after 3:00 PM EDT Wednesday, July 3rd, will not be processed until Monday, July 8th.

Please use the links below for directions on how to submit your applications to the carriers directly after 3:00 PM EDT Wednesday, July 3rd. 
Direct Carrier Submissions
Online and Telephonic Enrollments

To ensure compliance with CMS enrollment time-frames, you should always submit your enrollments the day they are received. This is especially important now because CMS requirements do not allow additional days for weekends and holidays.

The Enrollment Department will continue to monitor & process all incoming enrollments, to ensure they are submitted to the carriers within their allotted time-frames.

For enrollments that are NOT time-sensitive, our Agent Dashboard and Enrollment Fax lines are open 24 hours to accept your enrollments. We will resume processing again on Monday, July 8th.

ENROLLMENT FAX: 781-982-1887
Submit through the Agent Dashboard

Answers to other enrollment questions: Enrollment FAQs

GarityAdvantage Agencies

800-234-9488

Don’t Miss Out on PlanEnroll’s 2024 Age-In Campaign

, , ,

 

Connect with more people turning 65 who need Medicare enrollment help.

PlanEnroll

PlanEnroll’s 2024 Age-In campaign is now live and makes connecting to new clients easy! Gain access to more people turning 65, who need help with Medicare enrollment, by joining the PlanEnroll Agent Network.

Ready to become a PlanEnroll Network Agent? It’s easy — here’s what you need to do:

  • Complete the training on Trainings.PlanEnroll.com.
  • Now you’re ready to log in to LeadCENTER to create your PlanEnroll Realtime Lead Campaign.
  • Make sure your health product preference is turned on in your Account Settings in MedicareCENTER.

If you’re already a PlanEnroll Network Agent, next:

  • Log in to LeadCENTER and create a PlanEnroll Realtime Lead Campaign. Note that PlanEnroll Lead Campaigns won’t show as available until you’ve completed the training.Log in to LeadCENTER and create a PlanEnroll Lead Campaign

  • Turn on “I’m Available” in MedicareCENTER to get lead alerts right away.
  • Make sure your health product preference is turned on in your Account Settings in MedicareCENTER.

Get high-quality Age-In leads today! Check out our 2024 Age-In Campaign, complete the training and see the power of the PlanEnroll Agent Network.

Campaign Materials

Agent Guide

Help more Americans with PlanEnroll today!

GarityAdvantage Agencies
800-234-9488

 

Become a PlanEnroll Network Agent to grow, connect and serve — compliantly!

, , ,

 

Become a PlanEnroll Network Agent to grow, connect and serve — compliantly!

PlanEnroll

Connect with current and future clients through PlanEnroll!

What is PlanEnroll?

PlanEnroll is a consumer-facing platform that helps people have a positive Medicare and Life insurance experience and feel confident in their choices by offering them access to personalized guidance from agents like you!

When you become a PlanEnroll Network Agent, you can connect with current and future clients through:

  1. Profile Linking: Allows you and each of your clients to keep their data securely updated, saving you both time and effort.

  2. Personal Agent Website: Consumers can quote and enroll online — and you get the credit!

  3. Agent Selection Map: Consumers can find you on the map and you get priority ranking if you have an active PlanEnroll Campaign in LeadCENTER.

  4. Resources: Access marketing content and resources to help you connect with clients.

It’s simple to become a PlanEnroll Network Agent!
Integrity | PlanEnroll Features Overview

First, you’ll complete a short series of PlanEnroll trainings by going to Trainings.PlanEnroll.com. Then, you’ll:

  • Log in to MedicareCENTER or LifeCENTER to activate your Personal Agent Website

  • Log in to LeadCENTER and create a PlanEnroll Lead Campaign

  • Finally, click the “I’m Available” button to receive real-time calls or data leads

Learn more about becoming a PlanEnroll Network Agent in our helpful
user guide and flyer:

User Guide

Overview Flyer

It’s time. See how becoming a PlanEnroll Network Agent can help you grow your business!

GarityAdvantage Agencies
800-234-9488

 

New Year’s Office Hours – 2024

, , ,

 

Important Submission Details

Holiday Hours

GarityAdvantage Office Hours

Friday, Dec. 29th – CLOSED

Monday, Jan. 1st – CLOSED

Enrollment Processing Over New Year’s

NOTE: Carrier deadlines for enrollments still apply.

Please plan accordingly as any enrollments sent to the enrollment department after 5:00 PM Thursday, December 28th, will not be processed until Tuesday, January 2nd.

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.

Please use the links below for alternate options to submit applications after 5:00 PM Thursday, December 28th.
MedicareCENTER
Direct Carrier Submissions
Online and Telephonic Enrollments

For enrollments that are NOT time-sensitive, our Agent Dashboard and Enrollment Fax lines are open 24 hours to accept your enrollments. We will resume processing again on Tuesday, January 2nd.

ENROLLMENT FAX: 781-982-1887
Submit Through the Agent Dashboard

Answers to other enrollment questions: Enrollment FAQs

GarityAdvantage Agencies

800-234-9488

Holiday Enrollment Deadlines

, , ,

Enrollment Submission Details

GarityAdvantage
Holiday Hours

GarityAdvantage Office Hours

Friday, Dec. 23rd – CLOSED
Monday, Dec 27th – CLOSED

Enrollment Processing Over Christmas Holiday

NOTE: Carrier deadlines for enrollments still apply.

Please plan accordingly as any enrollments sent to the enrollment department after 5:00 PM Thursday, December 22nd, will not be processed until Tuesday, December 27th.

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.

Please use the links below for directions on how to submit your applications to the carriers directly after 5:00 PM Thursday, December 22nd.
Direct Carrier Submissions
Online and Telephonic Enrollments

For enrollments that are NOT time-sensitive, our Agent Dashboard and Enrollment Fax lines are open 24 hours to accept your enrollments. We will resume processing again on Tuesday, December 27th.

ENROLLMENT FAX: 781-982-1887
Submit Through the Agent Dashboard

Answers to other enrollment questions: Enrollment FAQs

GarityAdvantage Agencies

800-234-9488

 

Medicare AEP ends TODAY December 7th!

, ,

Important Carrier Deadline Dates and Times

PLAN AHEAD!

Medicare AEP ends TODAY December 7th!

Thank you for all of your hard work this Annual Election Period.

Please follow these reminders to make sure your final selling days go smoothly.

ENROLLMENT DEADLINES

Per CMS, as an agent, you must receive and sign the consumer’s AEP enrollment application No Later than Wednesday, Dec. 7, 2022 to fulfill AEP election.

All Enrollments MUST BE *Received at GarityAdvantage or directly to the carriers NO LATER THAN the guidelines below. 

Please refer to our website for submission methods directly to carrier.

Carrier Name
(Med Advantage & PDP Only)

Deadline for Enrollments to be
Received at GarityAdvantage or the Carrier:

Aetna

Friday, December 9th to Garity by 5:00 PM or direct to the Carrier by 11:59 PM

Anthem

Wednesday, December 7th to Garity by 5:00 PM or direct to the Carrier by 11:59 PM

Blue Cross Blue Shield of RI

Friday, December 9th to Garity by 5:00 PM or direct to the Carrier by 11:59 PM

CarePartners of Connecticut

Friday, December 9th to Garity by 5:00 PM or direct to the Carrier by 11:59 PM

CCA (Commonwealth Care Alliance)

Friday, December 9th to Garity by 5:00 PM or direct to the Carrier by 11:59 PM

Cigna

Friday, December 9th to Garity by 5:00 PM or direct to the Carrier by 11:59 PM

Clear Spring Health Care

Friday, December 9th to Garity by 5:00 PM or direct to the Carrier by 11:59 PM

ConnectiCare

Wednesday, December 7th to Garity by 5:00 PM or direct to the Carrier by 11:59 PM

Denver Health

Wednesday, December 7th to Garity by 5:00 PM or direct to the Carrier by 11:59 PM

Emblem Health

Wednesday, December 7th to Garity by 5:00 PM or direct to the Carrier by 11:59 PM

Fallon Health

Friday, December 9th to Garity by 5:00 PM or direct to the Carrier by 11:59 PM

Health New England

Wednesday, December 7th to Garity by 5:00 PM or direct to the Carrier by 11:59 PM

HPHC Stride HMO

Friday, December 9th to Garity by 5:00 PM or direct to the Carrier by 11:59 PM

Humana

Friday, December 9th to Garity by 5:00 PM or direct to the Carrier by 11:59 PM

Mass Advantage/UMASS

Friday, December 9th to Garity by 5:00 PM or direct to the Carrier by 11:59 PM

Mass General Brigham

Friday, December 9th to Garity by 5:00 PM or direct to the Carrier by 11:59 PM

Optima

Wednesday, December 7th to Garity by 5:00 PM or direct to the Carrier by 11:59 PM

Tufts

Friday, December 9th to Garity by 5:00 PM or direct to the Carrier by 11:59 PM

UnitedHealthcare

Wednesday, December 7th to Garity by 5:00 PM or direct to the Carrier by 11:59 PM

VA Premier

Wednesday, December 7th to Garity by 5:00 PM or direct to the Carrier by 11:59 PM

Wellcare

Thursday, December 8th to Garity by 5:00 PM or direct to the Carrier by 11:59 PM

Submit Through the Agent Dashboard

GarityAdvantage Fax: (781) 982-1887

For Other Carrier Enrollment Deadlines, Call Us: 800-234-9488

IMPORTANT REMINDERS:

  • This year’s Annual Enrollment Period (AEP) ends Tuesday, December 7, 2022 and all AEP marketing efforts must cease after that date
  • Beneficiaries that enroll after December 7th, must have a Special Election Period (SEP) or an Initial Election Period (aging in)
  • We encourage you to check the enrollment status, carrier approval and enrollment effective dates of applications via the Carrier’s agent portals

Questions? Call us: 800-234-9488  

Thank you for a successful AEP!

GarityAdvantage Agencies
website | email

Happy Thanksgiving! Office Hours & Enrollment Deadlines

, , ,

Happy Thanksgiving

Garity
Happy Thanksgiving

Enrollment Processing over Thanksgiving

~ Fax and Website will be open 24/7 ~

In observance of Thanksgiving, GarityAdvantage Agencies will be closed on Thursday, November 24th and Friday, November 25th. Additionally, our office will close at 1pm on Wednesday, November 23rd with the exception of our enrollment processing team who will retain their 9am-5pm hours.

Note: Carrier deadlines for enrollments still apply.

WHAT YOU NEED TO KNOW:

Medicare enrollments dated before Thursday, November 24th MUST be sent to us no later than Wednesday, November 23rd during business hours (9AM-5PM). All enrollments taken/submitted on Thursday, November 24th will be processed on Friday, November 25th.

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 afternoon, November 25th, and Saturday morning, November 26th.

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.

Please use the links below for directions on how to submit your applications to the carriers directly between 5:00 PM, Wednesday, November 23rd and all day Thursday, November 24th.
Online and Telephonic Enrollments
Direct Carrier Submissions

For enrollments that are NOT time-sensitive, our Agent Dashboard and Enrollment Fax lines are open 24 hours to accept your enrollments. We will resume processing again on Monday, November 28th.

Enrollment Fax: 781-982-1887
Submit through the Agent Dashboard

Answers to other enrollment questions: Enrollment FAQs

Have a safe and enjoyable holiday

GarityAdvantage Agencies
800-234-9488

 

Load More