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.
Have questions about GarityAdvantage and how we can benefit your Medicare business? Contact Tori or Jessie for answers and discover more advantages to becoming an agent with GarityAdvantage.
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!
We’re excited to announce our brand-new social media asset library focused on AEP! These compliant and ready-to-use social assets are designed to help agents like you elevate your online presence and engage with clients during AEP.
These assets are easy to download and ready for immediate use on your professional social channels.
Why Use These Assets:
Save Time: No need to create content from scratch – we’ve done it for you!
Boost Engagement: Use our curated posts to drive engagement and build stronger client relationships.
Stay Compliant: All assets are reapproved and compliant, so you can post with confidence
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!
Still haven’t ordered your client retention postcards?Join our live webcast tomorrow or Thursday and learn how to easily design and order custom postcards for your entire book of business!
In this live session, Christina Comerford, National Training Manager, will walk you through step-by-step:
Uploading your headshot, QR code, or logo
Customizing the postcard of your choice
Ordering postcard option for agents without headshots, QR code or logo
Don’t miss this chance to:
Get your questions answered in real-time
Follow along and complete your order during the webinar
Ensure your postcards arrive the first week of October (order deadline: September 20th!*)
Register/Log in to the new Agent Collateral Storefront to choose your card and get a draft started. Then join Christina on the webcast where she will be there to guide you through finalizing your order.
NOTE: You will need your Book-of-Business/Client List to complete your order. Follow Step 1 on our website to get your spreadsheet ready to upload.
Can’t attend either live session?
Register to have the recording sent and/or visit our website for written and video instructions.
* Orders placed after the deadline will be mailed but cannot be guaranteed to deliver the 1st week in October.
