Name that SEP
Change in Residence
What system do we use to verify Medicare when agent has Name, DOB and SSN?
MARx
Where do we always start Verifying Medicaid?
Jarvis - Medicaid Look up
PCL is used to do what?
Document the call
AEP stands for what?
Annual Enrollment Period
Member is turning 65 7/11/2025 has been on Medicare for several years?
Age-in IEP2
Agent calls with the MBI but needs to know the Effective dates. Where do you find this information?
Jarvis - Medicare Verification
Side note Sales Enablement - Teach agent how to do this for the future
What 2 states have their own system?
RI and PA
Where do you open PCL each morning?
WWE Genesys - Applications
Currently what is the only thing we are using ICM for?
Get the agents PID
Agent states they wish to use the Dual/LIS Maintaining SEP for this quarter. Are they allowed to do this?
No - Because the Dual/LIS Maintaining SEP is no longer valid in 2025
Medicare Result comes back - SSN not found. What does this mean?
What system do we use to Verify Medicaid when unable to use Jarvis?
RPA
After the call ends what is a link that you should click on before submitting the SR?
AI summary
What are the dates of Annual Enrollment Period?
October 15th - December 7th
At 65 the Member went onto a MA plan. They now wish to get a Supplement with a PDP plan. Which SEP would work?
First time MA Member - SEP 65
Member has Medicare parts A but they do not have part B. What type of plan are they eligible to get?
PDP
Agent wants the phone number to the State Medicaid. Where do you find this?
State Assistance Locator tab
Once you have submitted the SR and completed the call what do you do next?
Click Wrap up
What Aux code we never use?
Personal Aux
Member lost Medicare Part B due to non payment, They do not wish to get Part B at this time but they need a PDP.
Lost of MA-PD and Part B
Medicare part B is not showing. Agent wants to know how to fix this. Where do you send them?
Social Security
What state do we submit the Medicaid Verification Form?
Hawaii
Through out the day you should be checking What to make sure it is clear?
Worklist
What states are we unable to Verify Medicaid?
MA, MN & AK