December 7th is fast approaching, and we all know that with the end of AEP comes the inevitable onslaught of last-minute apps. In light of this we wanted to quickly remind you of the rules of engagement surrounding the end of AEP on Medicare Select-a-Plan:
All AEP apps must be submitted successfully by 11:59:59pm (23:59:59) on December 7th in the local time of the plan in which the customer wishes to enroll.
Apps may not be started before that time and submitted afterwards… they must be completed and submitted successfully, without errors, by that time.
We recommend that agents try to their best to submit their final few apps as far ahead of this deadline as possible to account for the time needed to correct any errors that may occur on submission, just in case they arise.
Here are two demonstrative examples:
An agent lives in California, and is writing an app for customer who lives on the east coast and is applying for a plan with a service area in the Eastern time zone.
This app needs to be submitted successfully, without errors, by 11:59:59 pm in Eastern Time on 12/7.
An agent clicks “submit” at 11:59 pm on 12/7 in the local time of the plan, but there is an error upon submission. It takes the agent 2 minutes to correct the error on the app and clicks “submit” again at 12:01am on 12/8. Since the successful submission didn’t occur until 12/8, this app will count as a 12/8 app and will not qualify for AEP.
Please let us know if you have any questions about this.
Thank you so much for using Medicare Select-a-Plan and we wish you a healthy, safe, and successful rest of your AEP selling season.
Make sure your current clients remain
on the books for the coming year!
GarityAdvantage is pleased to offer all agents contracted under Garity with 3+ MAPD carriers and who have 75+ MA clients on the books the opportunity to proactively touch base with your clients.
HURRY! DEADLINE FOR VOICEMAIL
REQUESTS IS FRIDAY, SEPTEMBER 27th!
Requests received after 9/27 will be deployed later than the week of Oct 1st.
AUTOMATED GUIDED VOICEMAILS
Send a voice message to your Medicare client base to drive your retention message home. Unlike the typical impersonal robocalls we all receive from telemarketers, this strategy works well due to the existing relationships you’ve already developed with your clients.
FOR AUTOMATED VOICEMAILS: We need the following three things:
A recorded message: We can help with scripting and instructions on how to record.
Calling List: Your client list in an Excel spreadsheet that simply includes columns for Last Name and Phone Number
Contact number and hours of availability: Past agents have experienced immediate return calls from this initiative so we typically spread your calling campaign over a number of hours/days to ensure you are available to take these valuable inbound calls.
Important Details & Deadline
If you’d like to focus on NEW BUSINESS this coming AEP, we highly encourage you to take advantage this special no cost client retention offer—exclusive to agents contracted through GarityAdvantage.
Voicemail requests received by the deadline will be deployed on the day of your choosing October 1st or after.
DEADLINE TO SUBMIT REQUESTSIS:
FRIDAY, SEPTEMBER 27TH!
We hope you will take advantage of this complimentary retention marketing strategies offered through GarityAdvantage. Please make your requests today!
GarityAdvantage Agencies
800-234-9488
These services are complimentary for brokers with at least 75 clients to call or mail and three Medicare contracts with GarityAdvantage. We reserve the right to review/approve/deny any/all requests.
Join Jane Feit, National Account Director for GarityAdvantage, and BlueCross BlueShield RI’s Senior Broker Manager, Cheryl Tassmer, for a virtual product training.
Are you ready to make the most of the 2025 AEP? During this webcast, you’ll discover how BlueCross BlueShield RI can help you succeed this AEP
We’ll cover:
What’s new for the upcoming AEP season
Detailed plan changes you need to know
Insider tips for maximizing your sale
How BCBSRI & Garity can support you every step of the way!
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!
Gaylan Hendricks, Queen of the Bundle,is a seasoned insurance industry leader with an impressive 38-year career. As a Managing Partner at Integrity Marketing Group LLC, and the founder and CEO of Senior Security Benefits, Inc., she has solidified her position as a driving force in the industry.
Her innovative educational trainings, such as the 30-60-90 Sales Approach, Spouse in the House, and cross-Selling techniques, equip agents with the knowledge and techniques to provide comprehensive Plans of Protection to their clients. Through these trainings, Gaylan empowers agents to go above and beyond, safeguarding clients and their loved ones.
Attend GAME on September 5th in Virginia Beach, VA and meet Gaylan! She is a force to be reckoned with, combining her entrepreneurial success, genuine passion for helping others, and magnetic personality. She has left an indelible mark on the health insurance industry and continues to inspire and uplift those around her. We are excited and proud to bring her knowledge, energy and passion to our agents at GAME 2025!
781-616-1455 (direct)
TGlotfelty@garityadvantage.com
Get Contracted