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.
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
Online Enrollments
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
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.
Get ready for AEP 2024! Join Jim Moses, Denver Health Plan’s Sales Manager, and Tricia Koteras, Garity’s Western Senior Territory Manager, as they roll-out what you can expect this year and take a deep dive into the 2024 plans.
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, leads during AEP, cutting edge enrollment technology 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!
Attention New York & Massachusetts Agents!You don’t want to miss this informative call on the new pilot program offered by Molina. Join Eric Smith, Molina Healthcare’s National Account Director to learn how GarityAdvantage is partnering with Molina to elevate your sales this AEP!
GarityAdvantageis a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers.We approach our role with brokers a bit differently than our competitors – as we provide local market teams to work with you side-by-side to ensure you succeed.
This allows us to actively develop targeted lead programs and local market opportunities to help you prospect and sell as well as deliver personalized training, ongoing marketing support and co-op funding to support your specific needs. We also offer the latest tech tools to help manage your business including efficient lead calling tools, an agent dashboard and a virtual quote and enrollment platform. Rounding out our support is a back office team helping you every step of the way with contracting, commissions, enrollments and compliance. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Call us today to learn more or request your contract now.
Staying compliant is an essential component to being successful in the Medicare market. CMS published their 2024 Policy and Technical Changes that include new marketing and communications regulatory requirements.
These changes have an impact on all agencies and brokers selling Medicare Advantage and/or Part D plans.
Integrity Marketing Group has developed two valuable guides to help you understand the latest rule changes and how they will impact your AEP 2024 preparations: a New Rules Frequently Asked Questions guide and a comprehensive Compliance Reference Guide.
PLEASE NOTE: Since the publication of Integrity’s FAQ guide, CMS has clarified the 48-hour rule to include a third exception: Unscheduled Inbound Calls. Until updates are made, please disregard answers 9-11 listed on pages 13-14 of the guide pertaining to inbound calls.
