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Medicare Blog | Medicare News | Medicare Information

Stay on Track During the Annual Enrollment Period

Posted by Lauren Hidalgo on Fri, Oct 28, 2011 @ 08:57 AM

Medicare SupplementsJust a reminder, the Annual Enrollment Period (AEP) has been moved up this year and started October 15 and goes through December 7. During this time your clients will be able to switch their Medicare plans, effective January 1, 2012. Make sure you are prepared to meet their needs and the demands at the height of the season. Following are a few tips to keep you on track during AEP.

  • Make sure your certifications are up-to-date for 2012. With Medicare Advantage plans you need to certify every year. If you would like instructions on how to do so for each company please call your marketer at 1-800-998-7715. With the exception of United Healthcare, there are no required certifications for standardized Medicare Supplement product.

  • Electronic applications. The Sentinel Life E-App was released a few weeks ago, and E-Apps are also available with Mutual of Omaha and Universal American Medicare Supplement products. Electronic applications are available around the clock and allow for less mistakes and quicker processing times.

  • Underwriting. When not using an electronic application, it is vitally important that you are very thorough in your field underwriting with paper applications. These apps are getting a bit more complex every year and with the volume of sales that come through during this period, nothing will delay your issue times more than submitting incomplete applications. This bogs your business down, frustrates your clients, and prevents you from utilizing time spent cleaning up apps to prospect for new clients.

  • Identify the best rates. Several companies took increases in multiple states in the past few months. Plan ahead and check out which company has the most affordable rates in the areas you plan to prospect. To review who has the best rates in the states you sell, contact your marketer at 1-800-998-7715 for details.

  • Distribute marketing materials. Senior centers, churches, and other public spaces where seniors often go in your community are wonderful places to put some of your personalized brochures. These have your name and number and offer additional information to educate interested seniors. You can also mail lead cards using a very affordable mailing list generated from USA Data.

  • Request referrals. Now is the ideal time to see if your happy clients know anyone going through the AEP season. They might have friends and family who are confused and overwhelmed, looking for an agent who can help educate them on the best plans for their health and economic means. Don’t miss out on this opportunity!

Precision Senior Marketing will be here to support all of our agents during the Annual Enrollment Period. If you have any questions or concerns, please contact your marketer today at 1-800-998-7715 and they will be happy to assist you.

Please give us your feedback!
How has the AEP season being going for you so far this year? Do you plan to change anything going forward? Do you have any tips for those in the midst of their first season?

Additional Updates:
  • Forethought Life Med Supp Released in Missouri - Learn More
  • Forethought Freedom Final Expense - Learn More
  • Deliver the Best Rates with Sentinel Personal Choice Annuity - Learn More
  • Attention Agents: HOT New Med Supp Carrier - Learn More

Tags: Final Expense, Annual Enrollment Period, Annuities, Sales Tips, Senior Market Advice, Forethought Medicare Supplement, Sentinel Life Medicare Supplement, Customer Service

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