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 applications when requested by the beneficiary.  Allowable activities include: meeting with beneficiaries, assessing their needs, reviewing plan [...]

FAQs on CY2024 Final Rule for Marketing and Communication

Below you will find Frequently Asked Questions about the CY2024 Final Rule Marketing and Communication Guidelines. We encourage you to review the CMS CY2024 Final Rule in its entirety. You must comply with these rule starting September 30, 2023. These FAQs cover the following topics: Scope of Appointment (SOA) and 48 hour rule Events Marketing [...]

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 voicemail that will help you get the results you want. Be Professional When leaving [...]

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 plans were subject to new third-party marketing organizations requirements and Medicare sales call recording rules. For 2024, CMS has proposed [...]

Change the Way You Sell Medicare with Social Media Branding

91% of baby boomers use one or more social media sites.   That’s a big opportunity! In this post, we’ll show you how to leverage social media branding to boost your personal brand exposure and get more Medicare leads and referrals. Why Social? Let’s take a step back. What do Medicare beneficiaries want when looking [...]

From Humana: New Proof of Guaranteed Issue Requirement for Med Supp Submissions for Replacement of Coverage

Beginning the weekend of 4/17/2021, Med Supp applications submitted as GI due to Replacement of Coverage will need to include proof of prior coverage showing loss of Medicare Advantage/MAPD or Group/Employer Coverage. Based on this new requirement, applications submitted as GI for replacing prior coverage will pend. Other qualifying GI right scenarios, OEP, and UW submissions [...]

Help Your Clients Get on the Do Not Call List and Avoid Fraud

Medicare beneficiaries are frequently the target of fraudulent schemes. You can help your clients avoid falling victim to one of these scams by doing two things. First, educate them on how these schemes work. Second, encourage them to register for the National Do Not Call List. Common Medicare Schemes Medicare schemes use various tactics. Recently, [...]

The Beginner’s Guide to D-SNPs

With the lock-in period in full swing, you’re probably hearing more about Dual Eligible Special Needs Plans (D-SNPs) lately. Whether you’re new to D-SNPs or searching for information to fine-tune your selling techniques, this quick guide will cover all the basic information you need to know about these valuable, multifaceted products. What are D-SNPs? D-SNPs [...]

Planning for 2021: Top Seven Tips for Medicare Agents

A new year brings new opportunity. Capture as much of that opportunity as possible by starting the year off right. Here are seven things you can do this January to prepare yourself for a great year in Medicare sales. 1. Audit the previous year. The last year was a busy one. Go over the year [...]

The Medicare AEP Final Push: Agent Action Plan

AEP ends on December 7. Before then, you have a lot of work to do. Getting applications in on time is essential for you and your clients. Don’t give up, and don’t slow down. Plan your final push before the window of opportunity closes. Your To-Do List Are you forgetting something – or someone? Here’s [...]

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