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Also, Cigna should be launching very soon and you’ll be kept in the loop with that news as well. Anthem and Wellcare are in the works so stay tuned!
We’re excited to share our innovative new solution designed to enhance you and your prospects’ shopping and enrollment experience this AEP - introducing YourMedicare’s Telephonic Enrollment platform powered by MyMedicareBot. And the best is yet to come… Beginning in 2022, we will be adding additional carriers to the YourMedicare Telephonic Enrollment platform, as well as delivering leads directly to you throughout the year as part of our accretion and retention initiative – stay tuned!  |
YourMedicareBot.com Updates:
- Updated eSOA with corrected time-stamp sorting for externally generated SOA - Previously sorted by sent date, now sorted by signed date.
- Completed enrollment view capabilities - Previously agents could only review completed enrollments if they connected to telephony, now they can navigate through a completed enrollment without telephony connected.
- Updated carrier filter with “select all” feature - The carrier filter now includes a both a "select all" and "deselect all" option for ease of filtering.
- Updated plan filters for MA-only plans - MA/MAPD plans were grouped together initially, but now the plan filters give the agent the option to search MA or MAPD plans. Default to show MAPD plans upon entering the plans page during each client session.
- Management Portal – administrative password reset feature - Superusers now have the ability to trigger a password reset email and update an agent's email address.
- Usability enhancements to telephonic enrollment for faster processing.
- When entering information into the system for an SOA that an agent obtained from an alternate method, the agent would not be moved forward when they clicked "Save" and needed to click "Next" to proceed. Now when the agent clicks "Save" they will be automatically moved to the SOA History tab.
- When an agent is on the Enrollment page, they must be "Ready to receive call from client" before they can trigger the SMS message with the enrollment phone number and enrollment code. Previously they could trigger without telephony connection and a client could potentially call and receive the agent unavailable message causing confusion.
⭐ Additional benefits include:
- Effortlessly submit applications telephonically for Aetna, Cigna, Humana and Wellcare (TBD), saving time for both you and your prospect
- Quote, compare and help select plans faster with integrated electronic Scope of Appointment, quoting, plan comparison and enrollment capabilities
- Manage your entire book of business to keep track of your pipeline and enrollments on a single “CRM-lite” platform with real-time updates
- Online training tools and videos are available for self-learning and practice
And the best is yet to come… Beginning in 2022, we will be adding additional carriers to the YourMedicare Telephonic Enrollment platform, as well as delivering leads directly to you throughout the year as part of our accretion and retention initiative – stay tuned!
If you have any questions about the YourMedicare Telephonic Enrollment platform, please contact us at 800-998-7715 for more details and training.
👉 YourMedicareBot Registration Page
👉 YourMedicareBot Portal Login Page
👉 YourMedicareBot Training Videos
