Your Calls, Your Choice: Do you need a call recording solution but don’t use an online enrollment platform? PSM and YourMedicare has you covered. Dialpad is a mobile-optimized, CMS-compliant cloud-based phone system that unifies voice and text communication, making it possible to have a single contact number that can ring at your desk phone, smartphone, and computer, and seamlessly record and store (for up to 10 years) all enrollment-related calls. Additional Dialpad benefits include:
Dialpad is available now at a preferred, low price. Click here to get started with Dialpad and use the discount promo code “YourMedicare” when you sign up. ![]()
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Medicare Blog | Medicare News | Medicare Information
Call Recording Made Simple: Introducing Dialpad
Posted by www.psmbrokerage.com Admin on Wed, Nov 02, 2022 @ 05:06 PM
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Tags: AEP, YourMedicare, Compliance, call recording
The PSM team would like to wish you a great 2023 AEP! We are here to support you with everything you need. Don't forget the new CMS guidelines as well as our turn-key enrollment solutions to help you stay compliant this AEP. Contact us with any questions or call 800-998-7115. ![]() |
Tags: AEP, YourMedicare, Compliance, 2023
New YourMedicare SunFire Recording Capabilities are Live!
Posted by www.psmbrokerage.com Admin on Fri, Oct 14, 2022 @ 02:58 PM
The Centers for Medicare and Medicaid Services (CMS) put the industry in a minor panic when it announced that starting Oct. 1 agents must record all calls with Medicare beneficiaries and state a new disclaimer. Fret no more because YourMedicare SunFire has a solution, and you can use this new feature right now! On Sept. 20, YourMedicare launched its telephony system to agents nationwide. This new system gives agents the ability to make and receive calls through the YourMedicare SunFire platform. The system assigns agents a virtual phone number with a customizable area code, making the number more familiar for their clients. Wondering about a cost? We’ll cover that later. SIMPLE RECORDING SETUP If you’re already using YourMedicare for your quoting and enrollment needs, you’re a step ahead of the game. • From your dashboard, go to your profile Not a current user? Grab your National Producer Number and reach out to info@yourmedicare.com for login credentials. You do need to be licensed, appointed and fully certified with at least one Medicare Advantage carrier in order to get access. Once you’re able to login, follow the previous steps to get started. After the virtual phone number is created, select “Start dialer phone” at the top right of the dashboard. You’ll see the status change to available. The system records and stores every inbound and outbound call, saving them for the compliant ten years. MORE GOOD NEWS Let’s address the new disclaimer CMS requires agents to state during the first minute of each call. “We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.” Think you’ll need to memorize this or have it on a nearby Post-It note? Not the case with YourMedicare SunFire. Each call starts with a recording of the disclaimer, so there’s absolutely no need to worry about it! With all these features, you may be thinking to yourself “That’s a huge burden off my back, but how much does it cost?” It’s a simple answer: it’s absolutely FREE. It’s YourMedicare’s way to thank agents for their dedication and partnership!
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Tags: AEP, YourMedicare, Compliance
Avoid CTM Filings - Compliance Bulletin
Posted by www.psmbrokerage.com Admin on Tue, Oct 04, 2022 @ 04:23 PM
In just a matter of days, specifically October 15th, the two thousand twenty two AEP season will begin. As such, we felt this was a great time to discuss common causes that lead to a CTM filing. There are many reasons a beneficiary would file a CTM, but during AEP, more often than not, these complaints stem from an agent. • not building a rapport with the client Simply stated, building rapport with potential clients is a sure shot way of avoiding these common mistakes. Sell with your ears, not just your words Your sales script is an important part of any enrollment, but active listening is the key to a successful sale. Unfortunately, agents can be so focused on what they are about to say next that they actually fail to hear what their clients tell them. This inactive listening may lead agents to respond inappropriately to what they're being told by the client. Be ready to pause and listen throughout your call. Monitor yourself: Respond to your client's needs Listen actively and paraphrase what you hear. This technique works particularly well when your client expresses what benefits they are looking for. Your paraphrasing confirms for them that you have the same goal in mind and that you are working together to find the best plan. React appropriately to additional information The benefits your client is seeking may not be the only thing they share with you. Medicare beneficiaries are often experiencing major life changes. Acknowledging their concerns and showing appropriate sympathy is important. Some situations may be tough to address, such as the recent loss of a loved one or recent loss of mobility. You don't need to dwell on your client's news, but they will appreciate a few words of sympathy. Be comfortable with negative feedback Your client may raise a concern regarding the plan you present. For example, the plan has all the benefits they have been looking for but they are concerned because their specialist is not in the plan's network. It's important not to ignore or disagree with that objection. Instead, acknowledge the concern and talk through it with them. Give them ample time to consider the pros and cons - show them that you are in this together. Identify client cues Listening carefully to both what your client says AND how they say it is essential. As you review benefits with them: Do they like what they are hearing? Do they need anything explained or repeated? If they seem hesitant, explore where they may have concerns. It is important to consider these tips throughout all of your interactions with clients to ensure that they are happy with their selection and to encourage them to contact you if they have concerns. ![]() |
Tags: AEP, YourMedicare, Compliance
Devoted Health is now LIVE on SunFire
Posted by www.psmbrokerage.com Admin on Thu, Sep 01, 2022 @ 02:10 PM
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. |
Tags: Online Enrollment, medicare enrollment, Devoted Health, YourMedicare, SunFireMatrix
YourMedicare Live Agent Trainings
Posted by www.psmbrokerage.com Admin on Wed, Jan 12, 2022 @ 11:22 AM
Tags: YourMedicare
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