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 [...]

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 [...]

5 Tips to Make the Most of AEP

Whether it’s your first AEP, or you’ve been at it for years, it’s always good to start on the right foot. Keep these tips in mind to get the most out of your time this Annual Enrollment Period. 1. Time is Your Most Valuable Resource 54 days. That’s how long AEP lasts. Once you factor [...]

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