Departments
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| Senior | Medicare Advantage - General MA Info |
 Resources & Information: |
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| All general Medicare resources and information to download can be found in our forms section. This includes items such as: Scope of Appointment forms, OEP Like-To-Like Plan Switch Guide, SEP Application Code List, OM Company Info Guide for All Carriers. Click the button below. |
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| CMS Rules & Regulations Basics: |
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| Scope of Appointment Form (SOA) |
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In-Home Appointments: |
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The agent must have the Scope of Appointment form signed BEFORE meeting with the client at their home. |
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In-Office Appointments: |
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The agent may have the Scope of Appointment form signed at his/her office when the potential client arrives for the meeting. |
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Make sure that you check all of the boxes on the SOA form so that you are able to advise the potential enrollee on all options, from Medicare Supplement to Medicare Advantage to Prescription Drug Plans and everything in between. |
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| Do's & Don'ts |
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You can NOT call any potential client this year unless you A) Have permission through a lead card or other form of response indicating they want more information or B) They are a current Medicare Advantage or PDP customer of yours with an active policy. |
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Agents can NOT provide meals this year even if it is under $15. Agents can only offer "snacks" of nominal value of $15 or less. Snacks include things like: fruit, pastries, cookies, cheese, chips, and crackers. |
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You can NOT call a referral or even get a referral's phone number. The referral can call you, or you can mail the referral a lead card or company information with a call back number for them to contact you. |
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| * To get the full Medicare Marketing Guide visit the forms section |
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| Consumer & ProducerWebsite: |
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| Plan Availability: |
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| To find all plans that are available in a certain area click below: |
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1. Choose the state under "Learn More About Health Plans in Your Area", click "View Plans"
2. To see specific plans for a county, choose the county & then click "Show Plans"
3. To change states, simply click "Change State" and follow step 2 again |
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