SEPs
What SEP can we use if the client has moved to a new county and their zip code changed?
MOV- move
What section should be completed within the first 5 minutes of the call?
Introduction- Greeting and SOA.
What is OEP?
Open Enrollment Period
Who gets Medicare Part A for free?
People who have worked at least 40 quarters or 10 years.
What SEP can we use to change someone with creditable prescription drug coverage from MAPD to MA Only?
CDC- other creditable coverage
Which section begins after the Eligibility lookup?
Plan Search & Soft Buy-In
What are the dates of the SEP season?
January 1st-September 30th
What does Medicare Part B cover?
Medical- doctor visits, screenings, labs, preventative care, outpatient care, and durable medical equipment.
When do we use the SEP-OTH?
Never
After looking up providers and medications, which section comes next in the process?
Close & Required benefits
Who cannot use OEP as an enrollment period?
Clients with Medicare Supplements
What is Medicare Part C and what does it do?
Medicare Advantage plan that combines all 4 parts of Medicare into one plan. It provides extra benefits.
How many times can a client use the Chronic SEP?
Once per condition.
After we have completed the sale, what is the next step in the sales process?
Call closing- read end of script, enter sale into TT, Transfer to TPV.
What is the 12-month trial period and who gets one?
A period where Medicare Supplement clients can disenroll from an MAPD to enroll into a PDP
What is the Medicare Part B premium for 2026?
$206.50
How many times can a client change their plan using the SEP-INT?
Once per month
In what section should the needs analysis be performed?
Plan Search & Soft Buy-In
How long does a client have to use the SEP-MOV?
3 months after the move or whenever the move is reported.
When combined with Medicaid, is Medicare the primary or secondary payor of claims?
Primary payor