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 opportunity?

100

$164.90

What is the monthly premium?

100

Must have for MA Plan

What is Part A & Part B?

100

The person who vets ALL agents before PRM or Outreach can use.

Who is the 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

Light refreshments only and a $15 minimum per person.

What are food compliance rules?

500

Welcome visit and breakdown

What is 90 minutes: 20 minutes for PRM, 20 minutes with MA, and 40 minutes with the provider?

500

Events with real insurance help

What are Campaigns WITH an IA?

500

12% 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 is growth, retention, and AOR protection?