You asked for it! Devoted Health is now LIVE on SunFire Independent agents play a vital role in helping seniors secure the most cost-effective Medicare plans for their individual needs. This comprehensive tool simplifies the sales process with multi-carrier shopping and enrollment platforms wrapped into a single online experience. And best of all, this platform is available at no cost to PSM agents.
Welcome to a new era in Medicare enrollment
PSM has teamed up with YourMedicare ℠ to bring you a revolutionary new tool to write more Medicare business. With our all-inclusive platform, you can sell Medicare plans on your terms. Offer top carriers, receive the best commissions, all with industry-recognized service and support. Staying compliant is more important than ever! Effective October 1, 2022 Field Agents will be required to record all sales and marketing calls in their entirety. The recordings must be retained in a HIPAA compliant manner for 10 years. View details on the new CMS rule here. This pertains to calling leads, scheduling appointments, collecting drug and provider lists and conducting phone enrollments. Only in person, face to face appointments are excluded, however any follow up calls related to sales and completing the enrollment process must be recorded. Additionally, a new disclaimer must be verbally conveyed within the first minute of a sales phone call. Now is a great time to make sure you have access to Sunfire's enrollment platform and have a solution in place for the upcoming 2023 AEP. |
Medicare Blog | Medicare News | Medicare Information
Devoted Health is now LIVE on SunFire
Posted by www.psmbrokerage.com Admin on Thu, Sep 01, 2022 @ 02:10 PM
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Tags: Online Enrollment, medicare enrollment, Devoted Health, YourMedicare, SunFireMatrix
Latest in Medicare Compliance - CMS Ruling Notification
Posted by www.psmbrokerage.com Admin on Wed, Jul 20, 2022 @ 03:23 PM
RE: Third- party Marketing OrganizationsOn May 9, 2022, CMS issued new requirements for third-party organizations (TPMOs) with an effective date of June 28, 2022 and an applicable date of January 1, 2023.
More details to come as we receive more updates and guidance. Helpful Resources: ![]() |
Tags: Online Enrollment, CMS, Compliance
Aetna Medicare is growing in 2023
Posted by www.psmbrokerage.com Admin on Tue, Jul 12, 2022 @ 10:49 AM
Have you heard? Aetna Medicare is growing – And they’re expanding their footprint in 2023!
Subject to Centers for Medicare & Medicaid Services (CMS) approval. Confidential and proprietary. For internal/agent use only. Do not distribute. ![]() |
Tags: Online Enrollment, Medicare Advantage, aetna, AEP, 2023
Compliant MA & PDP Enrollment Solution for the 2023 AEP
Posted by www.psmbrokerage.com Admin on Wed, Jul 06, 2022 @ 04:14 PM
Maximize Your Telephonic Efficiency
MyMedicareBot is proud to announce the carrier network expansion of its Telephonic Enrollment solution for field agents. Effective immediately, licensed Medicare agents can enroll beneficiaries telephonically into MA, MAPD, and PDP plans from CVS/Aetna, Cigna, Humana, United Healthcare, and soon WellCare.
"The platform's call recording and analytics capabilities are available now to help field agents prepare to comply and excel under the new CMS Final Rule. All of us at MyMedicareBot are excited to bring this CMS-compliant solution before the start of the 2023 AEP," Michael Cho, CEO.
⭐ Benefits include:
MyMedicareBot's Field Agent Portal with Telephonic Enrollment is a web-based tool that provides field agents with:
"Field agents can sell, service, and enroll members through a CMS-compliant process. With the Field Agent Portal, health plans can confidently rely on field agents to operate safely and compliantly and meet the increased CMS compliance regulations of AEP 2023." said MMB.
Need support or creative marketing ideas for AEP? ![]() |
Tags: Medicare Advantage plans, Online Enrollment, AEP, MyMedicareBot, 2023
Aetna Hospital Indemnity added to YourMedicare Enrollment Platform
Posted by www.psmbrokerage.com Admin on Thu, Sep 23, 2021 @ 09:07 AM
Aetna Hospital Indemnity Coming to YourMedicare
Here’s what you need to know
Welcome to a new era in Medicare enrollment. PSM has teamed up with YourMedicare ℠ to bring you a revolutionary new tool to write more Medicare business. With our all-inclusive platform, you can sell Medicare plans on your terms. Offer top carriers, receive the best commissions, all with industry-recognized service and support. Helpful Resources:
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Tags: Online Enrollment, medicare enrollment, YourMedicare, SunFireMatrix
Sunfire Medicare Enrollment Platform - Health Risk Assessments Now Available
Posted by www.psmbrokerage.com Admin on Tue, Sep 14, 2021 @ 02:26 PM
Health Risk Assessments Now Available Sunfire is excited to announce the facilitation of Health Risk Assessments.How it works
Upon submitting an enrollment, An Agent will now see a button to "Start HRA" on the success page. See below screenshot example. ![]() Sunfire HRA's are currently in Phase 1, with Phase 2 soon to follow. Phase 1 Carriers:
![]() ![]() ![]() Sunfire provides the framework to complete HRA's following a submission, and the button will direct the agent to an external link where they can complete the respective form.
Phase 2 Carriers:
![]() The HRA button within Sunfire launches their native, integrated form.
Welcome to a new era in Medicare enrollment. PSM has teamed up with YourMedicare ℠ to bring you a revolutionary new tool to write more Medicare business. With our all-inclusive platform, you can sell Medicare plans on your terms. Offer top carriers, receive the best commissions, all with industry-recognized service and support. Helpful Resources:
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Tags: Online Enrollment, medicare enrollment, YourMedicare, SunFireMatrix
Sunfire Medicare Enrollment Platform - New Features Released
Posted by www.psmbrokerage.com Admin on Wed, Sep 08, 2021 @ 04:58 PM
Upcoming Feature Releases Adding All Locations for a Provider:
Welcome to a new era in Medicare enrollment. PSM has teamed up with YourMedicare ℠ to bring you a revolutionary new tool to write more Medicare business. With our all-inclusive platform, you can sell Medicare plans on your terms. Offer top carriers, receive the best commissions, all with industry-recognized service and support. Helpful Resources:
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Tags: Online Enrollment, medicare enrollment, YourMedicare, SunFireMatrix
Top 10 Benefits of YourMedicare Electronic Enrollment Center
Posted by www.psmbrokerage.com Admin on Fri, Jan 22, 2021 @ 09:47 AM
Top 10 Benefits of YourMedicare Electronic Enrollment Center
Saves Client Prescription Drug Data – Since Medicare.gov no longer saves prescription drug data; you can enter data and be able to retrieve your client’s drug data securely. You can then quote multiple plans at the same time. Efficient – Save time, money and create more opportunity; you provide a compliant phone presentation, answer the beneficiary’s questions and your client can self-enroll. Electronic Scope of Appointment – Allows you and your client to complete a scope of appointment (SOA) electronically and save it in the client’s YourMedicare profile. You can print or store the electronic Scope of Appointment. Following CMS guidelines, the SOA is stored for ten years. Quote and Enroll from One Website – Most MA and PDP carriers that you are appointed with through Stephens-Matthews will appear as options when you run quotes for your clients. Compare Carrier Value – This enrollment tool will display the client’s current plan and compare it against our available plans and show the cost savings and benefits from one plan versus another. Email Signature – Allows you to send an email link to your client so the client can digitally sign and self-enroll. Text Message Signature – After obtaining the consumer’s permission, you can send a text message signature link allowing a self-enrollment with a digital signature. PURL Option – Allows you to have a unique personalized URL (Personalized Landing Page). With your unique PURL, clients can compare plans and digitally self-enroll. You maintain Agent of Record status and commissions are linked to you. All Applications are Stored – Enrollment system provides a cloud based application storage center that meets CMS’ mandatory 10 year record retention guideline. You can download the application for your records. ![]() |
Tags: Online Enrollment, Medicare Advantage, online sales, YourMedicare
Boosting Your Productivity, Hitting Goals and Leveraging Technology
Posted by www.psmbrokerage.com Admin on Mon, Nov 30, 2020 @ 02:21 PM
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Milestone Reached! YourMedicare Helps Feed 1 Million People!
Posted by www.psmbrokerage.com Admin on Fri, Nov 20, 2020 @ 01:26 PM
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