Create your SEP Action Plan for 2022!

Join Victoria Bailey, National VP of Sales, in an intensive webcast designed to help you develop an SEP Action Plan for your Medicare business.

In one concise online session, you’ll drill down into the markets, products and strategies that are delivering results throughout the year and building your AEP Lead Pipeline. Walk away with a personalized playbook to get you up and running fast!

This in-depth strategy session is designed to give you the tools you need to tackle SEP like a pro:

• Identify what and where the opportunities are
• Develop strategies to capture these opportunities
• Learn how to make all the Medicare Advantage value added benefits work for you to generate leads all year long
• Create SEP opportunities with LIS/Medicaid
• Generate new leads and sales throughout the year while building a pipeline of leads for AEP

Walk away with an action plan including lead opportunities, event locations, selling tools and so much more!

Webcast: Create Your SEP Action Plan for 2022

Wednesday, February 2 | 1PM – 2:30PM EST

In one information-packed day, you’ll learn how to:

WHY 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, complimentary leads during AEP 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 or add another great carrier to your portfolio.

Are you ready for the Open Enrollment Period (OEP)?

Who is Eligible?

Individuals enrolled in an MA-Only or MAPD plan CAN:

• use the OEP to switch to or get a different MAPD plan, an MA-only plan, or Original Medicare (with or without a PDP).

Individuals enrolled in Original Medicare CANNOT:

• use the OEP to join an MA or MAPD plan, add a PDP, or change their PDP.

In addition, the OEP is not available to those enrolled in Medicare Savings Accounts or other Medicare health plan types (such as cost plans or PACE).

Broker Do’s and Don’ts

Producers May NOT:

• Send unsolicited materials advertising the ability/opportunity to make an additional enrollment change or referencing the OEP
• Specifically target beneficiaries who are in the OEP because they made a choice during AEP, by purchase of mailing lists or other means of identification
• Engage in or promote agent/broker activities that intend to target the OEP as an opportunity to make further sales
• Call or otherwise contact former enrollees who have selected a new plan during the AEP
• Use marketing pieces that highlight the OEP or the opportunity to change plans during the OEP
• Make assumptions on which election period to use.

Producers May:

• Educate consumers about the OEP if you are enrolling them into a plan, or they have reached out to you about their dissatisfaction with their current plan
• At a beneficiary’s proactive request, send marketing materials, have one-on-one meetings, and provide information on the OEP
• Market to age-ins (who have not yet made an enrollment decision)

• Market to five-star continuous enrollment Special Enrollment Period when 5 Star Plan are available in your area

• Market to dual-eligible and low-income subsidy (LIS) beneficiaries who, in general, may make changes once per calendar quarter during the first nine months of the year

GarityAdvantage Office Hours

Friday, Dec. 31st – CLOSED

Monday, Jan. 3rd – 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 30th, will not be processed until Tuesday, January 4th.

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 30th.

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 4th.

ENROLLMENT FAX: 781-982-1887

GarityAdvantage Agencies

800-234-9488