Medicare Advantage Rules of the Road
CB0004-17
May 10, 2017
Enrollment
- Complete a needs analysis prior to any plan discussion.
- Once the plan has been chosen, carefully review all benefits and the Statement of Understanding.
- Clarify and confirm that the enrollment is for a Medicare Advantage Plan and not a Medicare Supplement Plan.
- Enrollment applications must be completely filled in with accurate beneficiary plan data. (Make sure you are marking the correct plan.)
- Physician information – fill in the primary care physicians’ entire name along with their associated primary care number from the carrier’s on-line physician.
- Prior to carrier submission, review the application (in its entirety) with the beneficiary.
- Submit the application within 48 hours of signature (the same day is even better).
- In the case of an e-application, the Scope of Appointment (“SOA”) form must immediately be transmitted to the carrier.
Post-Enrollment
- Call the new member and verify that they have received their new ID card.
- Review benefits, if necessary.
- Return their phone calls within 24 hours (or less).
As always, we thank you for your support and cooperation. For questions or comments, please email us at Compliance@NSGACommunications.com or you may call the toll-free number listed below.
FOR AGENT USE ONLY. NOT FOR USE WITH CONSUMERS.
Compliance Updates | 2650 McCormick Drive | Clearwater, FL 33759 | 844.206.2927