Agent Reporting Agents will have visibility into their production since January 1, 2023. To access this new function, click the graph icon on the left side of your screen and select the “Performance” tab at the top. This report will showcase:
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Medicare Blog | Medicare News | Medicare Information
Tags: Online Enrollment, Medicare Advantage, Medicare Supplement, Part D, SunFireMatrix
Know other independent agents who would thrive in our dynamic environment? Refer them to PSM and earn fantastic incentives! Your success is our success, and together, we'll build a thriving community of agents making a real impact. Download the flyer here.
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Tags: Medicare Advantage, Medicare Supplement, referral, Incentives
Wellcare and Mutual of Omaha - A new opportunity for MA sales
Posted by www.psmbrokerage.com Admin on Wed, Sep 13, 2023 @ 02:34 PM
Mutual of Omaha and Wellcare have formed a strategic alliance to offer jointly designed Medicare Advantage plans in select markets for the 2024 plan year. They are excited to offer this meaningful addition to their portfolio of senior health solutions designed to meet customers' individual needs. To learn more, including where plans will be available, please request details today and one of our marketing representatives would be happy to share the information. Two leaders in the senior health market - Mutual of Omaha and Wellcare have formed a strategic alliance to offer jointly designed Medicare Advantage plans in select markets for the 2024 plan year. As a customer-focused company, Mutual of Omaha is committed to offering a comprehensive suite of senior health products. Medicare Advantage plans offered with Wellcare are a meaningful addition to our portfolio of senior health solutions designed to meet customers' individual needs. For Agent Use Only. Not to be shared with Medicare beneficiaries A trusted brand among seniors with 95% brand awareness, Mutual of Omaha is the nation's second-largest provider of Medicare Supplement plans. Our company remains committed to the Medicare Supplement market and plan to continue to grow in this space. Our senior health solutions portfolio also includes prescription drug (Part D), dental and vision coverages. Wellcare and Mutual of Omaha will offer No Premium and Low Premium MAPD PPO cobranded plans in Georgia, Missouri, South Carolina, and Washington state as well as in Dallas/Fort Worth and Houston markets in Texas. The jointly marketed plans will be offered during this fall's Medicare Annual Enrollment Period (AEP) which begins Oct. 15 and runs through Dec. 7th. The customer experience, including customer service, enrollment, and member communications, will be the Wellcare experience. All sales and brokerage operations will be handled by Wellcare. All 2024 contracted and certified Wellcare brokers will automatically have access to the co-branded plans with the same compensation model. We are excited to offer this new opportunity to you and your clients. Be on the lookout for more information as we showcase the plans and the opportunities in each market.
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Tags: Medicare Advantage, Mutual of Omaha Medicare Supplement, dental plans, WellCare
Medicare Marketing Changes in 2024: New TPMO Disclaimer
Posted by www.psmbrokerage.com Admin on Wed, Aug 30, 2023 @ 10:44 AM
Yes, we feel your pain. It seems like every year there’s a new set of compliance rules that agents must follow when selling Medicare Advantage and Part D plans. Some are a minor nuisance; others require scrambling to find and put new systems in place before the deadline (call recording, anybody?). Remember why CMS does this: They are trying to protect Medicare beneficiaries against misleading and confusing sales and marketing tactics, and make sure these consumers get the right help to end up with the appropriate plan for their needs. This is the same goal that most independent agents have when selling Medicare plans. While most independent agents focus on providing the best service possible, there are some bad actors. According to CMS, the number of consumer complaints rose from 15,497 in 2020 to 39,617 in 2021. Medicare Marketing Changes in 2024: New TPMO DisclaimerThere are many resources you can turn to that dive into the changes for 2024. We won’t go over all of them here. But there is one specific rule that directly affects AgentMethods’ customers and the service we provide: the TPMO (Third Party Marketing Organization) Disclaimer. To make sure it’s clear to customers what companies and plans an agent can offer them, CMS has provided an updated TPMO disclaimer that agents must use in communication and marketing materials such as email, online chat, advertisements, and websites. The new disclaimer is: “We do not offer every plan available in your area. Currently, we represent [insert number of organizations] organizations which offer [insert number of plans] plans in your area. Please contact Medicare.gov, 1–800–MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.” (source: https://www.ecfr.gov/current/title-42/part-422/subpart-V#p-422.2267(e)(41)) But there’s one tiny problem with the new disclaimer… The New Disclaimer Doesn’t Work on WebsitesWhile this new disclaimer is helpful for direct mail campaigns and one-on-one communications, it creates a problem when communicating with anonymous website visitors who don’t know their local area. In that case, you aren’t able to provide a correct number for organizations you work with and plans you offer within their area. We are seeing creative solutions, such as:
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Tags: Medicare Advantage, Part D, Compliance, TPMO, AgentMethods
We are excited to announce the initial launch of SunFire’s Med Supp Quoting and Enrollment Experience
Posted by www.psmbrokerage.com Admin on Wed, Aug 30, 2023 @ 08:52 AM
We are excited to announce the initial launch of SunFire’s Med Supp Quoting and Enrollment Experience, arriving 10/1! We believe they have created a revolutionary platform that will significantly improve your efficiencies and profitability. As with any new product, their goal is to build a strong foundation with key features and continue to enhance the system over time, including additional carrier integrations. Features Included in the Initial Launch
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Tags: Online Enrollment, Medicare Advantage, Medicare Supplement, Part D, SunFireMatrix
Inflation Reduction Act: Update on CMS Implementation
Posted by www.psmbrokerage.com Admin on Mon, Aug 28, 2023 @ 10:40 AM
This law means millions of Americans across all 50 states, U.S. territories, and the District of Columbia will save money from meaningful benefits. The Inflation Reduction Act is accomplishing the following just one year after being enacted:
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Tags: Medicare Advantage, Medicare Supplement, Medicare Part D, CMS
Benefits of Using a Client Needs Assessment Form
Posted by www.psmbrokerage.com Admin on Mon, Aug 28, 2023 @ 09:18 AM
Want a custom version with your info and logo? Inquire with your Marketing Representative today and we would be happy to accommodate! Step 1 - Collecting information through a CNA for all your clients is the optimal method to guarantee your ability to offer coverage options and plan selections that align with their present circumstances. Step 2 - Engage in the CNA process to gain insights (or refresh your understanding) into your client's Medicare eligibility, existing coverage, and their primary concerns regarding their healthcare coverage. Step 3 - Utilize the details gathered from the CNA, along with your discussion, to introduce potential plan choices that align with their particular requirements. _____________ By analyzing the assessment form, insurance agents can identify potential coverage gaps in a client's current or desired plan. This allows agents to suggest supplemental plans to fill those gaps. By involving clients in the assessment process, insurance agents educate them about different coverage options, and potential out-of-pocket costs. This empowers clients to make informed decisions about their healthcare.
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Tags: Medicare Advantage, Medicare Supplement, Medicare Part D, Professional Networking, Marketing
Your Guide to Marketing Medicare Plans in Your Community
Posted by www.psmbrokerage.com Admin on Thu, Aug 24, 2023 @ 12:49 PM
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Tags: Medicare Advantage, Medicare Supplement, Medicare Part D, Professional Networking, direct mail, Seminar, Marketing, Local
Introducing AdvantageGuard: A New Hospital indemnity Plan
Posted by www.psmbrokerage.com Admin on Thu, Aug 10, 2023 @ 12:12 PM
AdvantageGuard offers broad, customizable solutions for clients seeking easy and reliable hospital indemnity coverage. With guaranteed issue coverage options for seniors aged 60-741 and a focus on flexibility and affordability, AdvantageGuard makes it easy to find the help they may need with unexpected costs. Clients can choose the benefits that best fit their needs and budget, all backed by a insurer with an "A+" AM Best rating2. AdvantageGuard offers convenient cash benefits paid to the insured, making it a smart choice for clients who want help with covering out-of-pocket expenses, like their Medicare Advantage plan copays.
If you would like to get contracted to sell AdvantageGuard or other Golden Rule Insurance Company products, click here to get started. Precision Senior Marketing is an independent broker agency offering plans underwritten by Golden Rule Insurance Company and other insurers.
212-month Commission Advance is only available through YourFMO.com, LLC. contract 3Payable per day (limits apply) when Insured Person receives a prescription delivered by injection in an outpatient provider setting. 4Ratings as of 12/09/2022. This worldwide, independent organization reviews insurance companies and other businesses and publishes opinions about them. This rating is an indication of financial strength and stability. For the latest rating, access www.ambest.com. 49985-G-0723 Agents Only. Not Intended For Consumer Use.
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Tags: Hospital Indemnity, Medicare Advantage, AEP
2024 Aetna Medicare Retail Program
Posted by www.psmbrokerage.com Admin on Fri, Aug 04, 2023 @ 12:02 PM
The goal of a retail program is to reach and engage potential Medicare beneficiaries in person, allowing them to learn about Medicare Advantage plans, ask questions, and enroll in a plan on the spot. Retail programs can be particularly effective in areas with a significant senior population and in locations where there is a higher demand for face-to-face interactions. Why Participate? YEAR-ROUND LEADS! Opportunity to work together in building a “Prospect Pipeline” to increase sales year-round. Shopper Traffic - Access to high-traffic retail locations that can drive leads and sales. Low Cost - Cost-efficient retail bundles that are competitively priced. Competitive Program - Program requirements that are more relaxed. Simple Tools - Use ThinkAgent to verify and track schedules and manage leads. Helpful Training - Our training resources and tips help prepare and master retail.
Retail programs can be an effective marketing and sales channel for agents, complementing other methods such as direct mail, online advertising, and telephonic sales. The success of the program depends on the agent's ability to target the right locations and provide a positive and informative experience for potential beneficiaries. |
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Tags: Medicare Advantage, aetna, AEP, Retail Program