Product
Explain what a plan exit is and what opportunities the client has.
What is the plan no longer being offered. Opportunities: GI for Supp or SEP Nov. 1st- Feb 28th
This is where you will save documents so they are uploaded to the customers CRM profile.
What is the R drive?
This is the portal that you will use to telephonically enroll most MAPDs & PDPs.
This is the date we can start having appointments for AEP.
What is October 1?
Before reviewing any new plan I must review the SOA and _____.
What is the TPMO?
This is one plan exit that we already know about for 2026.
What is Aetna SmartFit PPO.
This is the button in Outlook you will press to track emails to the customers CRM page.
What is dynamics 365?
This is the portal for all Anthem Enrollments.
What is MProducer?
When can I ignore the $500 threshold for recommending a PDP switch?
What is "if their PDP is non-comissionable"
When researching if a doctor is in network it is important that I confirm _____
What is the address they see the provider at?
This is the type of plan that gives you money back on your social security
What is a Part B Giveback plan?
This is the email address you will send an IT ticket
what is ITHelpdesk@retiremed.com?
When am I writing my own applications?
What is telephonic enrollment or supplements or ancillary?
This is the only opportunity you have to switch to a supplement plan outside of AEP & OEP with no medical underwriting.
What is a Guaranteed Issue (Trial Right, Plan Exit, etc.)
Bonus 200 PTS: Describe the Medical Underwriting process.
This is the date we can start enrolling beneficiaries in new plans for AEP.
What is October 15?
These are the four Dental options you can offer to a client that calls in asking about dental (must have all 4).
What is Delta Dental, Ameritas, Anthem Extras, and OSB?
Where do you submit a ticket if there is a duplicate CRM page or if you are notified of a deceased client?
What is what is ITHelpdesk@retiremed.com with CRM in the subject line?
This is the email that most applications come from.
What is do.not.reply@drx.com
This is the only person who can sign an application for someone that is not the direct beneficiary.
Who is a Power of Attorney?
Name two examples of things you cannot tell clients prior to October 1?
That their plan is exiting, any benefits being added or taken away, premium increase or decrease, plan going non-comissionable.
What is the SilverScript Choice PDP Premium for 2025?
What is $116?
This is where I will check in CRM to see if there is a predetermined AEP strategy/goal for a specific client.
What is their bucket?
Name all states that RetireMed is licensed in.
What is OH, IN, KY, PA, and FL. (Bonus GA, TN, TX, MI)
Who are we prioritizing when scheduling client AEP appointments and why?
What are plan exits, DSNP clients, and clients on non-commissionable plans?
During the last __ days of AEP the _____ rule is not applicable.
What is 7 days & 48 hour SOA rule?