Post AEP Client Communication CB0001-18 January 10, 2018 Have you contacted your clients that made plan changes during the Annual Election Period ("AEP")? Do you have your meeting notes for reference when you contact your client?...

Keeping Information Secure HIPAA Privacy and Security CB0002-18 January 31, 2018 Reminder... As a sales agent, consumers entrust you with a great deal of their personal information. HIPAA information is sensitive and should be kept...

Clarification: Medicare Easy Pay Medicare Beneficiary Education CB0003-18 February 21, 2018 Reminder: Those eligible for Medicare, but choosing to delay their Social Security benefits until a later date (e.g., receiving 100% of...

Help Your Clients With Their Prescription Costs CB0004-18 February 23, 2018 Extra Help, also commonly known as Low-Income Subsidy (LIS), is a federal program that aides Medicare beneficiaries with some or most of the costs...

Veteran's Benefits and Medicare Advantage Plans CB0005-18 March 1, 2018 Medicare eligible Veterans have options when it comes to healthcare. Veteran's Affair "("VA") plans and Medicare are completely separate. VA plans cover care...

Application Signatures CB0006-18 March 23, 2018 It is important to remember when completing an application, whether an e-app or paper application, the applicant must sign the documents.  Signing and initialing on behalf of an...

Choosing a Primary Care Physician (PCP) for UnitedHealthcare HMO and PPO Plans CB0007-18 April 25, 2018 Network/Provider Access Information is one of the top complaint allegations received.  Read the information below for tips on...

 Power of Attorney Information CB0008-18 May 16, 2018 As an agent, you may come across instances when working with clients where a question about Power of Attorney ("POA") comes up. The information below is intended to help explain...

 Freedom and Optimum Healthcare Sales Presentation CB0009-18 June 14, 2018 It may be common to use the term "Summary of Benefits", when describing material used for sales presentations. However, there is a difference between the...

2019 Certification - AHIP and Carrier Training CB0010-18 July 18, 2018 READY TO SELL - ACTIVE SELLING AGENTS AHIP Pass AHIP training and testing Save AHIP and training certificates CARRIER TRAINING Complete ALL online training...

General Marketing Requirements for 2019 Effective Date Enrollments CB0011-18 July 30, 2018 Agents cannot market (advertise) for the upcoming plan year prior to October 1. Marketing through Unsolicited Contacts Agents may make...

Enrollment Guidance - Policy Changes and Updates for Contract Year 2019 CB0012-18 August 2, 2018 Below is important information from The Centers for Medicare and Medicaid Services (CMS) regarding Special Enrollment Period (SEP)...

OUTREACH ACTIVITIES - EDUCATIONAL EVENTS CB0013-18 August 3, 2018 Below is some information you may find helpful as you prepare for the upcoming AEP. Educational events are designed to inform beneficiaries about Medicare Advantage,...

New CMS Guidance 30.5 - Medicare Advantage Open Enrollment Period (MA OEP) CB0014-18 August 3, 2018 There are several changes for 2019 Medicare Advantage (MA) enrollments.  Please review the important information below regarding new...

2019 Annual Enrollment - Helpful Reminders CB0015-18 August 27, 2018 The 2019 Annual Enrollment Period (AEP) is from October 15 through December 7, 2018. Below is information that may be helpful to you during the upcoming AEP....

 2019 Annual Enrollment Period (AEP) Events CB0016-18 August 31, 2018 It's that time of year where carriers are in the process of setting up events for the upcoming Annual Enrollment Period (AEP). The 2019 AEP is from October 15th...

Medicare Minute - Fall Open Enrollment CB0017-18 October 5, 2018 Please review the information below from the Medicare Rights Center.  We hope you find this information helpful during Fall open enrollment. Medicare Minute Script -...

2019 Medicare Costs at a Glance Parts A & B CB0018-18 October 19, 2018 Part A Premium Most people do not pay a monthly premium for Part A (sometimes called "premium-free Part A".  If you buy Part A, you will pay up to $437 each...

Scope of Appointment Documentation CB0019-18 October 29, 2018 Below is some information regarding Scope of Appointments ("SOAs") to help keep you compliant during this AEP season. A Scope of Appointment must be completed prior to...

Keeping Information Secure HIPAA Privacy and Security CB0020-18 November 9, 2018 Reminder... As a sales agent, consumers entrust you with a great deal of their personal information.  HIPAA information is sensitive and should be kept...

Medicare Advantage and Part D Carriers Ready to Sell Guidelines and Completing the Sale CB0021-18 November 14, 2018 There are only 23 selling days left for the 2018-2019 Annual Enrollment Period ("AEP"). Remember, in order to sell...

Annual Enrollment Period Year End Follow Up CB0022-18 December 12, 2018 The annual enrollment period for 2019 ended December 7th and Medicare Advantage Plan and Prescription Drug Plan carriers are very busy processing all of the...