WV
Salesforce
Medicare #'s
Medicare Advantage
IA Engagement
100

The source of truth for eligibility

One Source

100

Where to find the Agent of Record

What is the Patient Account?

100

$164.90

What is the monthly premium?

100

Must have for MA Plan

What is Part A & Part B?

100

Oakie from RI who vets every agent before PRM or Outreach team can work with them.

Who is Rachel McGuire, Regional Partnership Manager?

200

Insurance expert every patient meets at WV

Patient Relations Manager

200

Tool to check the insurance we accept

What is the Plan Acceptance Tool?


200

7 months

What is the Initial Enrollment Period? )3 months prior to 65th b-day and 3 months after)

200

October 15 to December 7

What is the Annual Enrollment Period?

200

Offers real-time insurance help & enrollment at events and AOD

What is an agent/IA?

300

5 items an OE needs to convert a lead to an opportunity

What is name, address, DOB, phone, and MBI/primary payer

300

Dashboard to check my pacing

What is the Executive Dashboard?

300

80%

What is the % Medicare Part B pays for a Medicare-approved service?

300

AEP Effective Date

What is January 1st?

300

Dual eligible

What is Medicare & Medicaid or MediMedi?

400

Needed for Blue Button & Medical Records

What is the Medicare ID

400

PRM investigation of missing patients

What is a Drop or Flow-Through Case?

400

10% per month

What is the penalty for not enrolling in Part B when first eligible?

400

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

What are Medicare Advantage benefits?

400

Food compliance

What are light refreshments?

500

WV duration and breakdown

What is 1hr: 20 PRM, 20 MA, 40 PCP

500

Events that offer insurance help

What are Campaigns WITH an IA?

500

1% of national base beneficiary premium 

What is the monthly penalty for not having Part D coverage?

500

QMB

What is a Qualified Medicare Beneficiary?

500

3 reasons IAs work with OSH

What are growth, retention, and AOR protection?