Enrollment Dos and Don’ts 2021

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.

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

DO: USE MEDICARE SELECT-a-PLAN to ENROLL ONLINE

With MSAP, you can:

• Complete the SOA process paper-free
• Enroll MAPD and PDP clients online and earn FULL COMMISSION
• Enter/save your customer’s prescription drugs (replacing medicare.gov)
• Leverage flexible remote signature technology via email or text
• Send customers a Personal Enrollment URL to facilitate self-enrollment

Existing Users: Log in here | New Users: Request Access

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!

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 2021 ENROLLMENT REFERENCE GUIDE PAGE

DO: CONTACT US WITH QUESTIONS/ISSUES

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

GarityAdvantage Agencies
800-234-9488
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