U65 Intakes
Where do you go to create a new person?
Accounts - New - Person Accounts
What is the initial meeting for Medicare called?
Medicare 101
What is the process when a client states they have a new address?
What is our office phone number?
706-257-5073
What document do we need to have on file to discuss coverage with a different person than the insured?
Power of Attorney
What is something that is gathered in Important Notes
Current Coverage :
Interested in :
Coverage for
2025 Income:
Medicaid, Tricare, or extra help:
2025 Marketplace Carrier list:
2025 eCAF:
What is the timeframe for enrolling in Medicare?
3 months before birth month, birth month, and 3 months after
(50 points extra if they state the 60 days to enroll in Drug plan)
A client needs to reschedule. What steps need to be taken.
(this is in good timing - not last minute)
- find a time to reschedule to
- Notate in Calendar meeting
- Update in SF
- Create note in SF
- Resend consult confirmation
What needs to be listed on ALL scheduled consults?
(3 Answers Needed)
Phone Number, location, agent, agent name, discussion topic, who scheduled & date
When building clients in client files, do you put the preferred name in parentheses or legal name?
Preferred Name
What are the consult fee's for out of state?
- INDV: $100
- Family: $250 (2+)
If someone is not on employer coverage and needs to enroll in Medicare - What can you send them to get started?
(50 bonus points if you can list what is on it)
- Apply online
- Call
- In office (Social Security Office)
If a client states they have a question about what they paid, what 2 documents will we need to assist?
Bill and Explanation of Benefits
What are all the states Michelle is Licensed in?
MC CANNOT ANSWER
GA, AL, FL, NC, SC, TX, TN, MI, WI
What is the levitate text number?
706-890-0781
What is now required for any state to get insurance for U65 at the moment with no SEP?
Loss of Coverage Letter
- Current Coverage Cards
- Medicare ID Copy
- Consult Fee
- Signed SOA
What do you do when a client states the doctor is stating their coverage is inactive?
-Verify coverage with them (SF)
- Log into carrier portal
- verify status
- Send over ID card if active / call carrier if not active or cannot locate
What does a person in the delinquency tab on Ambetter mean?
They have not paid their premium in over 60 days
If someone aged off their parents plan 2.5 months ago, does it still qualify as SEP?
No - it is 60 days from birthday for SEP
What folder mapping can you Locate Marketplace Carrier Templates?
Forms And Documents > Templates > Email Templates > Admin Templates > Marketplace Carrier Lists
What is needed for prescriptions when put in system?
Name, dosage, Form (tab/cap), quantity, refill time
- Will take packaging as well if given
If someone needs to cancel their dental coverage, what will we need and what will it need to have with/on it?
An email requestion cancelation and it will need name(s) and termination date requested.
When building a policy for U65 FAMILY, what do you need to make sure you do on the policy (regarding family members)?
Add them to the policy participants as active
What is our fax #?
706-568-9979