ELECTIONS
SCRIPT
MEDICARE
MEDICAID
FAQs
100

MEMBER WITH A MA/MAPD CAN CHANGE PLAN ONCE JAN1st-MARCH31st

OEP

100

T/F DISCLOSURES ARE REQUIRED ON ALL CALLS

False, disclosures are only on calls where you sale a plan.

100

WHO QUALIFIES FOR MEDICARE.

AGE 65 AND UP OR ON DISABILITY FOR 24 MONTHS

100

T/F MEDICAID IS A STATE AGENCY?

TRUE

100

WHAT IS THE ELECTION HIERARCHY?

IEP, OEP, SEP, AEP, OEP-I  

200

CONDITIONS THAT WILL RESULT IN ENROLLMENT IN A CNSP

Diabetes, heart conditions, COPD, ESRD (chronic conditions).

200

T/F DOCTOR/RX LOOK UP IS OPTIONAL

False, you have to mention doctor/rx lookup on each call even if client declines rx input*

200

WHAT ARE THE FOUR PARTS OF MEDICARE?

A, B, C AND D

200

MCD IS USED FOR?

CHANGE IN MEDICAID STATUS

200

WHAT DOES TROOP STAND FOR?

TRUE OUT OF POCKET COST

300

MEMBER ENROLLS IN MA WHEN FIRST ELIGIBLE FOR MEDICARE

IEP

300

THIS DISCLOSURE IS REQUIRED TO CALLBACK A CLIENT

TCPA. “TO CONFIRM YOUR NUMBER IS ___. IF DISCONNECTED DO I HAVE YOUR PERMISSION TO CALL YOU BACK.”

300

WHAT IS THE MAXIMUM OUT OF POCKET (MOOP) for ORIGINAL MEDICARE?

THEY DONT HAVE ONE

300

WHAT IS THE HIGHEST LEVEL OF MEDICAID?

QMB

300

WHAT IS ORIGINAL MEDICARE PARTS?

A&B

400

MEMBER CAN CHANGE PLAN WITH QUALIFYING LIFE EVENT

SEP
400

THIS DISCLOSURE ALLOWS US TO LOOK UP CLIENT AND DISCUSS MA PLANS

SOA. “DO I HAVE YOUR PERMISSION TO LOOK YOU UP IN THE MEDICARE SYSTEM AND GO OVER PLANS WITH YOU?”

400

WHAT IS THE PART B PREMIUM FOR 2026?

$202.90

400

WHAT DOES SLMB STAND FOR?

Specified low income beneficiary 

400

WHAT DOES MBI STAND FOR?

MEDICARE BENEFICIARY IDENTIFIER 

500

RELEASE FROM INSTITUTION WITH IN 2 MONTHS

OEP-I

500

WHAT IS THE SCRIPT FOR TPMO?

WE DO NOT OFFER EVERY PLAN AVAILABLE IN YOUR AREA. CURRENTLY WE OFFER __ CARRIERS AND __ PLANS IN YOUR AREA. PLEASE CONTACT MEDICARE.GOV, 1800-MEDICARE OR CONTACT YOUR LOCAL STATE HEALTH INSURANCE PROGRAM (SHIP) TO GET MORE INFORMATION ON ALL OF YOUR OPTIONS.

500

WHAT IS THE PART A DEDUCTIBLE FOR 2026?

$1736

500

WHAT ARE THE FIVE LEVELS OF MEDICAID?

FBDE, QMB, SLMB, QI, QDWI

500

WHAT SYSTEM DO WE USE FOR ENROLLMENTS?

SUNFIRE

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