SEPs
SEPs
MORE SEPs!
SEP CALL TRENDS
100

It is October 17th

AEP

100

It is March 2nd, the member has a MAPD and wants a PDP instead

PDP/OEP

100

Just got Medicare part A and B

IEP

100

A caller discloses they have dementia during the call. What is the appropriate next step?

What is offer to schedule a follow-up appointment when a trusted individual can be present to assist with enrollment?

200

Consumers who enrolled into a MA plan when they first qualified for Medicare Part B at age 65 can disenroll at any time in the first 12 months of the health plan coverage.

65

200

Losing their MA-PD plan due to losing Medicare Part B

Lost MAPD and Part B

200

Lost L.I.S.

Dual/LIS (Change of Status)

200

A caller is upset after receiving a bill in the mail. How should you respond?

What is acknowledge and apologize, then complete a needs assessment to identify the issue?

300

CMS (Medicare Auto assigned a consumer a plan)

CMS / State Assignment

300

In a standard MAPD plan and has Tri-Care or VA insurance. 

Elgbl for Other Creditable Cov

300

Enrolling into a 5 Star Plan rated by CMS

Five Star

400

A consumer's MA or Part D plan won't be renewing its service for the coming year

Contract Termination

400

Enrolling or disenrolling from the Program of All-Inclusive Care for the Elderly

PACE Switcher

400

Newly Eligible to Medicare and doesn't need drug coverage

ICEP

500

A consumer who recently signed up for a 5 Star PFFS plan has the option to sign up for a PDP of any star rating.

Coordinating PDP 5 Star

500

Moved to a different Service Area

Change in Res

500

A consumers who are unable to enroll during another election period because they live in an area that was affected by a weather emergency or other disaster declared by FEMA

Declared Disaster/Emergency

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