The assessment form allows insurance agents to gather comprehensive information about the client. This information is crucial for guiding clients towards the most suitable plans. With a clear understanding of the client's needs, agents can recommend plans that align with the client's health requirements and preferences. This ensures that clients enroll in plans that cover their specific healthcare services and medications. 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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Medicare Blog | Medicare News | Medicare Information
Benefits of Using a Client Needs Assessment Form
Posted by www.psmbrokerage.com Admin on Wed, Oct 04, 2023 @ 12:24 PM
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Tags: Medicare Advantage, Medicare Supplement, Medicare Part D, Professional Networking, Marketing
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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Tags: Online Enrollment, Medicare Advantage, Medicare Supplement, Part D, SunFireMatrix
BULLETIN NO. 10-2023: New Medicare Supplement Enrollment Requirements for Oklahoma
Posted by www.psmbrokerage.com Admin on Thu, Sep 07, 2023 @ 02:14 PM
Effective September 1, 2023, amendments to the Oklahoma Insurance Department (“OID”) Medicare supplement regulations create new enrollment requirements for Medicare supplement issuers. OAC 365:10-5-129(f) Amendments to Oklahoma Administrative Code (“OAC”) 365:10-5-129(f) create new enrollment opportunities for Medicare supplement policyholders. The regulation requires Medicare supplement issuers to provide new supplement policies with the same or lesser benefits to current Medicare supplement policyholders—regardless of current issuer—who have had no gap in coverage greater than ninety (90) days since initial enrollment. Previously, these policyholders have had no opportunity after initial enrollment to move to any other Medicare supplement policies or issuers, trapping the policyholders in policies with rising premium costs and no opportunity to search for lower premium rates. Issuers offering a new (i.e., succeeding) supplement policy shall waive medical underwriting or preexisting exclusions if the new supplement policy offers the same or lesser benefits. Issuers of the current (i.e., prior) policy are required to furnish a statement of benefits or other pertinent information sufficient to permit verification of benefit determination to any new issuer upon request. OAC 365:10-5-129(g) Amendments to OAC 365:10-5-129(g) require issuers of Medicare supplement policies to provide notice to individuals under the age of sixty-five (65) enrolled in Medicare by reason of disability of their eligibility for open enrollment to Medicare supplement policies upon reaching the age of sixty-five (65). Issuers must provide this notice sixty (60) to ninety (90) days prior to the first day of the first month in which the individual becomes sixty-five (65) years of age.
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Tags: Medicare Supplement, Compliance
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
The Inflation Reduction Act of 2022 was signed into law on August 16, 2022. The new law provides meaningful financial relief for millions of people with Medicare by improving access to affordable treatments and strengthening the Medicare Program both now and in the long run. The law makes improvements to Medicare by expanding benefits, lowering drug costs, keeping prescription drug premiums stable, and improving the strength of the Medicare program. The law also extends enhanced financial help to purchase HealthCare.gov and state-based Marketplace plans and expands access to Advisory Committee on Immunization Practices (ACIP) recommended vaccines for adults with Medicaid coverage.
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
Mutual of Omaha: Enhanced Med Supp Broker Bonus Program
Posted by www.psmbrokerage.com Admin on Mon, Aug 28, 2023 @ 09:52 AM
Not appointed to sell with Mutual of Omaha? Request details today and add this great company to your portfolio.
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Product Spotlight: American Home Life Medicare Supplement and Final Expense Products
Posted by www.psmbrokerage.com Admin on Wed, Aug 02, 2023 @ 04:07 PM
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Earn more selling Humana Medicare Supplement plans
Posted by www.psmbrokerage.com Admin on Wed, Aug 02, 2023 @ 03:29 PM
Earn more selling Humana Medicare Supplement plans.
Earn bonuses for applications submitted and approved July, August, and September 2023. Qualify with just one issued case! _____________________________________ $300 bonus—per each eligible UW app! Applicable states: AK, AL, CA, DC, GA, HI, IA, IL, LA, MI, MN, MS, NC, ND, NE, NH, _____________________________________ $100 for each eligible Humana Med Supp OEP and UW app Applicable states: AR, AZ, CO, CT, DE, FL, ID, IN, KS, KY, MA, ME, MD, MO, MT,
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Tags: Humana, Medicare Supplement, Incentives
Discover an unparalleled array of valuable resources tailored exclusively for insurance agents
Posted by www.psmbrokerage.com Admin on Mon, Jul 31, 2023 @ 11:08 AM
Discover an unparalleled array of valuable resources tailored exclusively for insurance agents serving the senior market. At PSM, we are dedicated to equipping agents with the knowledge and tools they need to excel in this specialized field. From comprehensive educational materials on Medicare to interactive training sessions on sales strategies and compliance, our goal to empower agents with the latest industry insights. Join our vibrant community and benefit from networking opportunities to foster professional growth. Experience the difference with PSM, where agents can elevate their expertise and better serve their senior clients. Sample Guides: |
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Tags: Final Expense, Medicare Advantage, Medicare Supplement, Professional Networking, Guide, Resources
LifeShield Enrich Your Life Agent Incentive
Posted by www.psmbrokerage.com Admin on Mon, Jun 05, 2023 @ 12:55 PM
Give clients the freedom to choose. With this bundled solution from LifeShield, producers and clients can enjoy a unique and exclusive Medicare Supplement and Dental, Vision, and Hearing (DVH) combo sale opportunity with more benefits and more freedom – meeting clients' financial and coverage needs.
Become a LifeShield agent today and start providing your clients with unbeatable coverage at an affordable price.
Competitive Rates With Great Commissions - PAID DAILY - Policyholders can enjoy market leading rates across Plans F, G, and N, while producers can enjoy a great commission rate that’s PAID DAILY. A Seamless eApp Experience - Point-of-sale underwriting decision notification for clean apps and declines, with 48-hour turnaround for referred underwritten cases. Combo Sale approved in 19 states w/ more coming soon!
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LifeShield National Insurance Co. is an Oklahoma City-based life and health insurance company, and a member of the LifeShield National family of insurance companies. Together with its affiliates Individual Assurance Company Life, Health, & Accident, and Life Assurance Company, LifeShield has been protecting families for nearly 50 years with affordable life, health, and accident insurance solutions to help you live the life you choose. LifeShield National Insurance Co. is rated B++ (Good), the 5th highest rating possible out of a total of 16 by AM Best, a widely recognized independent insurance industry ratings firm. For the latest rating information, visit www.ambest.com |
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Tags: dental hearing and vision insurance, Medicare Supplement, LifeShield