Develop an SEP Action Plan for your Medicare business
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:
Identifywhat and where the opportunities are
Develop strategies to capture these opportunities
Learnhow 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!
In one information-packed day, you’ll learn how to:
Grow your business all year round
Create SEPs with LIS/Medicaid eligible clients
Find Medicare eligibles throughout the year
Leverage the value-added benefits in MA plans for a lifetime of lead gen!
Do you have a colleague who is a licensed agent? Are they looking for training in the Senior Market or thinking about making the move to the Senior Market? Forward this email to register!
Can’t make it?
Session will be recorded and emailed to all registrants the next day.
GarityAdvantage Agencies
800-234-9488
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.
Join the team online for a play-by-play training series. Marianne von Jess of Aetna and Susan Young of GarityAdvantage will run drills on Aetna’s Medicare products and best practices in New Hampshire that will take your Medicare business into the end zone!
All attendees will be entered to WIN points towards a FREE LEAD MAILING!
Even if you can’t attend live, register! The recordings will be emailed to all registrants.
MAPD, Medicare Supplement and SilverScript PDP Overview
Emily Pietrasik Sales Support Specialist
800-234-9488 Email
Who is GarityAdvantage?
GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We are the only NMO physically located here in New England.
We support our brokers with personalized training, unlimited co-op marketing dollars, no-cost 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 your first contract or grow your portfolio!
Join Kim Sanzo our Senior Territory Manager for New York and Vermont for an intensive day of hands-on learning designed to help you develop an SEP Action Plan for your Medicare business.
In one concise day, you’ll drill down into the markets, products and strategies that are delivering results throughout the year and 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
Attend to get a chance to Win marketing dollars or a personalized Retail Field Kit
Plus, hear directly from our carriers as they each share their top agent SEP opportunities and marketing tools to help you sell
Walk away with an action plan including lead opportunities, event locations, selling tools and so much more!
In one information-packed day, you’ll learn how to:
Grow your business
all year round
Create SEPs with LIS/Medicaid eligible clients
Find Medicare eligibles throughout the year
Leverage the value-added benefits in MA plans for a lifetime of lead gen!
Do you have a colleague who is a licensed agent? Are they looking for training in the Senior Market or thinking about making the move to the Senior Market? Forward this email to register and bring them along!
Lunch will be provided.
REGISTRATION/CHECK-IN BEGINS AT 9:30 AM
The training will start at 10 AM sharp!
P.S. Please know we are monitoring the current COVID surge and will follow the appropriate state and federal guidelines that are recommended and/or mandated at the time of the event. Please RSVP today to ensure your seat.
WHY GarityAdvantage?
GarityAdvantage is 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, agent dashboard and Medicare Select-a-Plan, our 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!
Are you ready for the Open Enrollment Period (OEP)?
When is OEP?
January 1 through March 31 each year.
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
PRODUCERS MUST:
Determine if the consumer has a valid election period and which election period is best for the consumer’s circumstances.
We hope you take advantage of this additional enrollment period happening in Q1 2022. Below are links to carrier information sheets to further clarify the do’s and don’ts you need to follow to ensure you remain compliant.
