Medicare
This part of Medicare covers clinical laboratory services.
Medicare Part B
This is your first contact with the customer.
Sales Open
This is the tool to track your attendance and adherence.
Five9
Medicare Advantage Plans and Prescription Drug Plans
This is the timeline to change plans for individuals receiving Medicaid/LIS.
Once per quarter: Jan - March, April- Jun, July- Sept
How many lifetime reserve days does someone have under Part A that can be used in a lifetime?
60 Days
This allows us to demonstrate that we are paying attention to the thoughts, feelings and behaviors of the other person.
Active Listening
Enables agents to quote and enroll consumers in Medicare Advantage (MA), Medicare Advantage Prescription Drug Plans (MA-PD), and Prescription Drug Plans (PDP) plans.
Marketplace
This enrollment timeframe is from October 15 to December 7
Annual Election Period
New Medicare beneficiary who enrolled in a Medicare Advantage Plan during IEP/ICEP and would like to make a change.
OEP- New
A period beginning when a patient is admitted to the hospital and ends after being released for 60 days.
Benefit Period
It informs the customer what the next step is and what they can anticipate moving forward in the call.
Transition Statement
This is where the plan enrollment is located in Broker Office.
Plan Info Tab
If you didn’t sign up for Part A or B when you were first eligible, you can enroll from January 1 - March 31 each year.
General Enrollment Period
I belong to a pharmacy assistance program provided by my state, or losing/recently lost participation in such a program.
State Pharmaceutical Assistance Program or SPAP
What is a Lifetime Reserve Day?
Each day of inpatient care beyond 90 days.
Structured approach to presenting a plan to the customer. Matches Benefits to Needs and gets their agreement that each Benefit offers them Value.
The Sales Square
This is the tool to check customer's level of LIS and current plan.
MARx System
Dual Special Needs Plans
I was unable to enroll previously due to a government-declared disaster.
Disaster SEP or DST
Most people will pay the standard premium amount for Part B. If your modified adjusted gross income is above a certain amount, you may pay __________.
Income Related Monthly Adjustment Amount
It's a tool to help move a call forward when customers place hesitations or speed bumps in our way.
ATR- Acknowledge, Trust, Redirect Statements
Where in Five9 identifies all the states in which you are licensed and able to sell. You will not receive calls from states that are not listed.
My Skills
This plan type does not include any networks and you can go to any Medicare-Approved doctor. You can go to any Medicare-approved doctor, other health care provider, or hospital that accepts the plan's payment terms and agrees to treat you.
Private Fee For Service Plans
I would like to disenroll from either MAPD or PDP to enroll in an MA-Only plan because I receive or will receive other creditable drug coverage, such as the VA.
Other Creditable Coverage or OCC