Medicare Advantage and Part D Carriers Ready to Sell Guidelines and Completing the Sale

November 14, 2018

There are only 23 selling days left for the 2018-2019 Annual Enrollment Period (“AEP”).

Remember, in order to sell for AEP, you must:

• Complete and pass your annual AHIP training.
• Save a copy of the AHIP training certificate.
• Be contracted with Medicare Advantage/Part D carriers.
• Pass carrier training, as required. Each carrier has different requirements, so make sure you carefully read each carrier’s requirements.
• Receive a “ready to sell” status prior to marketing the plan.

THE PRESENTATION AND SALE:

• Complete a Scope of Appointment (“SOA”) form or obtain a voice-recorded SOA number.
• Follow all CMS/carrier rules for a compliant and comprehensive sales presentation.
• After completing the application, review all data fields with the new enrollee to ensure accuracy and completion.
• Submit the enrollment application within 24 hours of the signature date to ensure you have met carrier guidelines.
• On a daily basis, check the status of your applications through the carrier’s agent portal to verify there are no outstanding enrollment requirements.

Hope you are having a productive and compliant AEP!

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