Articles

Pre-AEP Guidance + SEP for DE and LIS Guidance from Humana

Pre-AEP Guidance  Pre-AEP is the timeframe between October 1 and October 14.  During Pre-AEP, agents are allowed to set appointments, present plan benefits for the upcoming plan year, assist beneficiaries in completing a paper application, and/or send wet-sig...

5 Tips for Leaving an Effective Sales Follow-Up Voicemail

For insurance agents, leaving an effective sales follow-up voicemail is essential for securing new clients. It’s important to make a good impression and ensure that your message is clear and concise. Here are five tips for leaving an effective sales follow-up...

2024 Medicare Advantage & Part D: Major Compliance Changes Are Coming

Get ready now: The Centers for Medicare & Medicaid Services’ 2024 Proposed Rule leans toward more regulations around Medicare communications and marketing guidelines for the approaching plan year. In 2023, agents selling Medicare Advantage and prescription drug...
CMS Consumer Mailing Guide

CMS Consumer Mailing Guide

The Centers for Medicare and Medicaid Services Consumer Mailing Guide will show you what pieces CMS mails, when they mail them, and what action an individual should take regarding that piece of mail. This guide is ideal for you to help your clients stay on top of, and...

Documents for Keeping Your Clients Informed

Documents for Keeping Your Clients Informed

Now is the time to reconnect with your clients and prospects. Remember: if you’re not contacting them and keeping them informed, someone else will! Virtual Office Letter to Clients If you choose to no longer have in person consultations/appointments, use this sample...

Carrier Telephonic & Electronic Enrollment Processes

Carrier Telephonic & Electronic Enrollment Processes

MCC wants to make things as easy as possible for you! Check out our Electronic Enrollment Cheat Sheet that shows which carriers accept electronic and remote enrollments.   Click the carrier logo below to find helpful tools and resources about their telephonic...

Useful Documents for Remote Medicare Sales

Useful Documents for Remote Medicare Sales

MCC has compiled many documents that will help you streamline your process for telephonic and online sales. Confidential Needs Analysis Form MCC’s Medicare Needs Analysis helps you get a holistic picture of your clients’ health and recommend insurance coverage...