<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=302779086974399&amp;ev=PageView&amp;noscript=1"> Medicare Blog | Medicare News | Medicare Information

Medicare Blog | Medicare News | Medicare Information

Aetna releases New telephonic enrollment option for Medicare Advantage Sales

Posted by www.psmbrokerage.com Admin on Tue, Aug 07, 2018 @ 01:43 PM

Aetna releases New telephonic enrollment option for Medicare Advantage sales

Aetna releases New telephonic enrollment option for Medicare Advantage Sales


The Remote Agent Telephonic Enrollment (RATE) tool is a powerful, new feature that lets you enroll your clients by phone, after you’ve completed the initial face-to-face meeting with them. It’s available through the Ascend Virtual Sales Office app.

To use RATE, you must have an iPad. You’ll also need to complete a short user training and quiz. Just contact us at 800-998-7715 to schedule a training session.

How it works

Step 1: First, you meet with your client and provide the required sales presentation and materials. (Please note that RATE does not replace your one-on-one client appointments.) If your client decides to enroll sometime after that meeting, you can schedule an appointment to complete the enrollment by phone.

Step 2: At the scheduled date and time, your client will call you on your unique RATE-specific 1-800 phone number. You’ll receive that call on your iPad.

Step 3: Next, you’ll walk them through an approved telephonic enrollment script that’s built into RATE to complete the enrollment. The calls are instantly and automatically recorded.

What are the benefits?

  • Save money — Enrolling by phone saves you from driving back to clients’ homes to complete their enrollment. You’ll save on gas, tolls and vehicle wear and tear.
  • Save time — RATE helps shorten the sales cycle, so you can see more clients.
  • Ensures compliant selling — When you use this option, the enrollment call is instantly and automatically recorded, which can help protect you from complaints

Read the full PDF document here

Additional Updates:
  • Thrivent Medicare Supplement coming to Florida with great rates - View
  • Ameritas Dental Plans - The perfect sidekick for your Med Supp sales - View
  • 2018 Choosing a Medigap Policy Guide now available - View
  • More drug discounts available for beneficiaries in the Donut Hole - View
  • 2019 Medicare Advantage / Part D Certifications now available - View
  • 2019 First Looks now available for all major carriers - View
  • 2019 AEP Road Map - Start planning today - View
  • Increase your sales with our complimentary tools and tech - View
  • Express: Mutual of Omaha weekly updates - View
  • VALUES Quote of the Week - View
  • Current agent incentive trips and contests - View

Tags: Medicare Advantage plans, Medicare, aetna

    Join thousands of insurance agents who receive weekly news updates and original articles.

    Follow Precision Senior Marketing on Facebook!





    Follow Precision Senior Marketing on Twitter!

    Most Popular Posts

    Posts by Topic

    Click for More