<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

Client Support Post AEP

Posted by www.psmbrokerage.com Admin on Wed, Jan 03, 2024 @ 12:58 PM

client support

Watch Video

Here are some actions you can take to guarantee beneficiaries receive ongoing support:

Welcome and Confirmation
Within the first few days their plan is in effect, be sure to call your clients to verify they received a welcome guide and member ID card. Provide a summary of their plan details and contact information for any immediate questions or concerns.

Educational Materials
Share educational materials about their specific Medicare plan, including coverage details, benefits, and any relevant policy changes. Help clients understand how to maximize the benefits of their plan.

Post-Enrollment Guidance
Offer guidance on how to navigate the healthcare system with their new coverage. Provide information on finding healthcare providers, understanding prescription drug coverage, and utilizing preventive services.

Regular Check-Ins
Establish a schedule for regular check-ins to ensure ongoing support. These check-ins can be via phone, email, or in-person, depending on client preferences. Use this time to address any questions, concerns, or changes in their health needs.

Assistance with Claims
Be proactive in assisting clients with understanding and navigating the claims process. This includes clarifying how to submit claims, addressing billing concerns, and advocating for them if issues arise.

Annual Plan Reviews
Conduct annual plan reviews to ensure that the client's coverage still aligns with their evolving healthcare needs. Discuss any changes in health or lifestyle that might warrant adjustments to their Medicare plan.

Reminders for Key Events
Send reminders for important events, such as open enrollment periods or wellness check-ups. Keeping clients informed about key dates ensures they stay proactive in managing their healthcare.

Addressing Changes in Coverage
Promptly inform clients about any changes in their coverage, such as adjustments to premiums, copayments, or benefits. Transparency is crucial in maintaining trust and preventing dissatisfaction.

Educational Events
Host educational events or webinars to keep clients informed about Medicare changes, new healthcare initiatives, or relevant health topics. This positions you as a valuable resource and reinforces your commitment to their well-being.

Referral Programs
Introduce referral programs to encourage satisfied clients to refer others. This not only contributes to business growth but also fosters a sense of community and loyalty.

By following these compliance guidelines, and taking this proactive approach, you contribute to a positive experience for both beneficiaries and the industry as a whole. Thank you for taking a few minutes out of your day to view this message we're always here to help so feel free to reach out with any questions or comments you may have.

Newest Blog Posts  |  All Blog Posts
   For Agent Use Only. Not for the general public.


Tags: Sales Strategies, AEP

    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