Enrollment Guidelines
Medicare approved reason during a specific time frame to enroll, switch, or drop coverage.
What is an Enrollment Period?
A valid existing reason for not taking a proposition or product.
What is an objection?
After January 1 2020, these plans can no longer be sold to people that just turned 65.
What Plan C, F, and F+
New Prospective caller with a SEP calls to enroll for the first of the following month. You followed call flow and pitched an accepted plan. You completed the enrollment process.
What is Sale Phone Signature, Phone Enrollment Phone Enrollment Complete?
Email sent to supervisor group to update an important number on an application taken in this department.
What is MBI update email?
Allows members of this state program to enroll or change coverage 1 time a calendar year.
What is New York State EPIC program?
The number of times you must attempt a rebuttal.
What is Medicare card and Medigap policy card?
Discussed benefits with a prospective caller but the caller isn't ready to enroll and wants to speak face to face person. Following offer order, prospective caller wants seminar scheduled at the Webster Library.
What is, Seminar scheduled
Used to discover what the caller needs for coverage. There is no set amount of these agents should do, but generally the more done, the better the results.
What are probing questions?
7 month window around becoming Medicare eligible.
What is the Initial Enrollment Period?
What is a sale's close?
New York guidelines for when to enroll into a Medigap plan.
Most callers between 10/1-10/15 have this option as part of the tag out.
What is Caller Not Eligible No SEP?
Must be completed in full for all prospective Medicare Advantage callers.
What is PreEnrollment Checklist?
What is October 15?
The tag out after discussing a plan, benefits etc, but the caller does not proceed to enrollment.
What is Still Considering?
What is any doctor, hospital, or provider who accepts Original Medicare.
Spoke with current member and discussed multiple benefits the member for a new plan the member likes. Completed enrollment yourself on the weekend.
What is Sale Member Retention, Option Transfer Option Transfer Complete?
Pam Stotler, Courtney McClain, Bernie Belmuta, Elysse Keiper, Anthony Minana, Denise Deal, Mowava Gonsalves, Allan Sinosky, Raquel Kmett, and Joseph Stotler.
What is the supervisor group?
What is the Annual Enrollment Period?
Attempt to overcome or remove an objection.
What is a rebuttal?
Help pay some of your Original Medicare cost sharing for Medicare approved procedures.
What is a Medicare Supplement Plan?
Prospective caller on 10/2 asking for 2025 Medicare Advantage information to be sent for Annual Enrollment Period.
What is Caller Not Eligible, No SEP, Literature Request MAPD information.
This is the preferred method of sending literature to prospective callers and members alike.
What is email?