WV
Salesforce
Medicare A-D
Acronyms
IA Engagement
100

The source of truth for eligibility

One Source

100

Where to find the Agent of Record

Patient Account

100

Coverage applies to these + 20% coinsurance

Doctor visits

100

AOR

Agent of Record

100

Three-way call or in-person introduction

What is a warm transfer

200

Insurance expert every patient meets at WV

Patient Relations Manager

200

Tool to check the insurances we accept

Plan Acceptance Tool


200

The amount paid before Medicare kicks in

Deductible

200

AEP

Annual Enrollment Period

200

Offers real-time insurance help at events

Agent

300

Don't count on getting this filled 

Prescriptions

300

Where I see my pacing

Executive Dashboard

300

Cost of having Part B

What is the monthly premium?

$170

300

SEP

Special Enrollment Period

300

The dual in dual eligible

Medicare and Medicaid

400

Need for billing and blue button

Medicare ID

400

PRM said closing but adjusted membership report said no

Flow-Through Case

400

Dental, Vision, Gym membership, OTC, meals, transportation, etc.

What are Medicare Advantage benefits?

400

LIS

Low Income Subsidy

400

Bakery pizza - OK, Supreme pizza - NOT OK

Compliance rules with IAs and food

500

WV duration and breakdown

1hr and 20 minutes: 20 PRM, 40 MA, 20 PCP

500

Events that provide prospects insurance help

Campaign with an IA

500

Bummer - I didn't enroll when I was eligible, now I'm paying this every month

10% per year penalty for Part B & 1% per month for part D

500

QMB

Qualified Medicare Beneficiary

500

Moving from Fee For Service to 

Managed Care / Medicare Advantage

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