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Medicare Blog | Medicare News | Medicare Information

Customer Profile Enhancements in YourMedicare SunFire

Posted by www.psmbrokerage.com Admin on Mon, Mar 27, 2023 @ 02:34 PM

yourfmo update

SunFire is excited to announce some upcoming enhancements to our existing customer profile page, including the BEQ Lookup and Needs Assessment, available starting April 4th, 2023. 

The enhancements are targeted to: 

  • Increase BEQ lookup adherence to validate customer information and ensure data is prefilled on the enrollment form
  • Improve metrics around adding Doctors (additional focus on "primary doctors") and Drug Cabinets completions during the needs assessment
  • Increase speed with updated APls for adding Doctors and Medications
  • Reduce the number of clicks on the page and clean up redundant pieces of data

There is also a new Customer Opportunities page, which will serve as the place for Agents to see available  opportunities for the customer outside of the enrollment. 
(Currently displays if VBC is enabled) 

 Check out the details



Tags: Medicare Advantage, phone sales, SunFireMatrix, Telesales

Important Notice For Agents Conducting Telephonic Enrollments

Posted by www.psmbrokerage.com Admin on Wed, Mar 22, 2023 @ 02:43 PM

Important Notice For Agents Conducting Telephonic Enrollments-1

Important Notice

It is essential that agents are aware of CMS and Carrier expectations when conducting telephonic enrollments. Doing so not only protects the client, but also protects the agent from corrective action.

Please review the information below and ensure these elements are covered during a telephonic sale to remain compliant and to protect clients.

1.) Review the Summary of Benefits prior to completion of the enrollment:

Agent Must:

 Complete the SOB (Summary of Benefits) per approved script requirement.
  Accurately answer all additional questions asked by applicant or their legal representative
 Provide accurate information on plan details described.

2.) Read all required disclosures for the determined plan of interest:

Agent Must:

 Read all relevant disclosures as outlined in CMS approved script (i.e., verbally or via IVR(INTERACTIVE VOICE RESPONSE)) and collect agreement/understanding. This will include disclosures listed in the application (i.e.: pop up, required statements)

3.) Accurately complete the caller's application and review the following: 1) contact information, 2) payment options, 3) language preference, and 4) alternate format election:

Agent Must:

  Provide the plan name
  Advise of the plan's effective date
Confirm the beneficiary is ready to complete the enrollment

4.) Provide a compliant call closing:

Agent Must:

  Provide carrier name and customer service phone number
  Provide TTY
  Provide application confirmation number

5.) Obtain and document permission from the beneficiary prior to accessing MARx to determine eligibility on their behalf.
Agent must obtain permission from the beneficiary to access MARx on their behalf and explain they may note details regarding the following:

  Current enrollment
  Medicare Part A & B entitlement dates
Eligibility information
Incarceration, etc...

Agents do not need to list every detail to be compliant. There may be high-level discussion information that can be viewed by listing examples.

Thank you for your continued support in upholding compliant sales practices! If you have any questions regarding this information, please contact us.


Tags: Medicare Advantage, phone sales, Telesales, Compliance

YourVirtual Sales Tools and the Top 10 Tips for Converting Your Business to Virtual Sales

Posted by www.psmbrokerage.com Admin on Fri, Apr 03, 2020 @ 01:17 PM

Tags: Medicare Advantage, Medicare Supplement, Life Insurance, phone sales, online sales, phone tips, COVID-19, Telesales

Introducing Prosperity Life Final Expense Plans

Posted by www.psmbrokerage.com Admin on Thu, Apr 02, 2020 @ 12:44 PM

Tags: Final Expense, phone sales, online sales, Prosperity Life

Use Gerber Life's remote capabilities to sell life insurance

Posted by www.psmbrokerage.com Admin on Wed, Apr 01, 2020 @ 11:49 AM

Tags: Life Insurance, phone sales, gerber life, online sales, COVID-19

Medico: COVID-19 Tools and Helpful Resources

Posted by www.psmbrokerage.com Admin on Tue, Mar 31, 2020 @ 12:22 PM

Tags: phone sales, COVID-19, Medico, Remote Sales

The Internet is Steadily Becoming the Way Consumers Learn about Insurance Products

Posted by www.psmbrokerage.com Admin on Fri, Sep 13, 2019 @ 02:54 PM

The Internet is Steadily Becoming the Way Consumers Learn about Insurance Products

Additional Updates:

Tags: Medicare Advantage, Medicare, Medicare Supplement, phone sales, online sales

Phone Anxiety Holding You Back? 5 Tips to Overcome It

Posted by www.psmbrokerage.com Admin on Thu, Dec 20, 2018 @ 12:02 PM

Phone Anxiety Holding You Back?
5 Tips to Overcome It

anxious man
(Image: Freepik)

Written by Julie Thomas / Hubspot

Today's salespeople are afraid to pick up the phone. Yes, phone anxiety is real.

At ValueSelling, we recently conducted a survey on B2B sales reps' top prospecting challenges and found that 50% of sales reps surveyed feared making cold calls. Half of the respondents we surveyed had anxiety about this essential part of their jobs.

Perhaps it's generational -- after all, what millennial makes a phone call instead of texting or using social media? However, I believe it all comes down to sales reps not being sure how to initiate a discussion that will add value.

If their prospect answers, the rep is afraid they won't know what to say. If I they get voicemail, they're afraid they don't know how to leave a concise, compelling message. And so, they'd rather not put themselves in the position of getting stuck and sounding irrelevant to the prospect in those situations. They're afraid of looking inept or feeling uncomfortable.

To justify the lack of phone calls, they'll rationalize, "No one answers the phone anymore … so I'm not going to call." But that's a mistake. In this post, I'll discuss my tips for overcoming phone anxiety to get better results prospecting.

Check out the 5 Tips for Overcoming Phone Anxiety


Additional Updates:


Tags: phone sales

How to Get Better Results from Your Prospecting

Posted by www.psmbrokerage.com Admin on Tue, Dec 04, 2018 @ 10:35 AM

How to Get Better Results from Your Prospecting


Every time you reach out to a customer to ask for time, you are making a couple of decisions. The first decision you are making is around the medium you choose. If you are asking for a meeting, there are different choices available to you, and a greater or lesser likelihood of achieving the outcome you want, in this case, a meeting.

If you choose email as the medium, you are choosing a medium that isn’t particularly good for acquiring meetings. Email is something that is easy to ignore, and because you aren’t present, there is no way for you to resolve your dream client’s concerns about giving you their time. Sometimes they politely reject your request, and other times (maybe most of the time), they just delete the email and move on with their work.

The phone still reigns supreme as the best medium, not least of all because almost anyone you would want to reach is never more than 36 inches away from their phone (it turns out that any distance further than 36 inches away causes headaches, sweating, difficulty in breathing, and in some cases, violent convulsions). A phone call allows for conversation, a synchronous communication and not asynchronous, like email, where there is a long pause between exchanges. If your prospective client has concerns, you are there to address them, massively increasing your odds of securing a meeting, if you’ve got the chops.

The second decision is what you are offering of value in trade for your dream client’s time. If you want greater success, you have trade something where your dream client benefits even if they never buy from you. The Trading Value rule is critical (read more here in The Lost Art of Closing). If your client doesn’t recognize the value in meeting with you, you make it easy for them to reject your request and do something else with their time.

If you can trade insights, ideas, new thinking, or interesting experiences from which they can benefit, there is value outside of deciding to buy from you. When you pitch the great privilege of listening to you talk about you, your company, your locations, and your solutions, you repel people from you like a skunk at the garden party.

If you want to make prospecting easier, get better at it.


Additional Updates:

Tags: closing sales, prospecting, phone sales

How to Be Persistent in Sales Without Annoying Your Prospects

Posted by www.psmbrokerage.com Admin on Mon, Oct 29, 2018 @ 10:50 AM

How to Be Persistent in Sales Without Annoying Your Prospects

So you've done the preliminary research on a prospect and it looks like you could really help them out. The next step is to get them on the phone.

There will be times when you connect with them on your first try. More often than not, however, you have to try very hard to stand out from the rest of the people interrupting their day. How do you break through inbox clutter and the black hole that is voicemail? And how do you toe that fine line between persistence and harassment? Use these tips for following up with a prospect without bothering them.

Check out the details on the 7 tips here

Additional Updates:

Tags: sales follow-up, prospecting, phone sales

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