Part B Things You Might Not Know – 03-06-23 Meeting

See meeting notes under the video: NOTES: Chris VA coverage and when it is credible coverage: Use the source in the library Serving Veterans Training Notes Value proposition at the start of each relationship.. "a little about us…" Admins: Sell the appointment or the agent transfer! Agents: Start with: Why do business with us? What is different? Ideas for starting each initial phone call to build a relationship: https://docs.google.com/document/d/1Hy2bDKIgjympmvKwjTdmpUiyc9gips7s9AtQEq0VmPo Special Enrollment Periods: Ending MAOEP 3/31.. UW timeline considerations for 4/1 - Cutoff 3/24 Five-Star Plans enroll 356.. remember this when folks complain about their renewals (how can renewal specialists see these) https://www.medicare.gov/sign-upchange-plans/when-can-i-join-a-health-or-drug-plan/5-star-special-enrollment-period Did not start Part B in time? Remember GEP starts the next month but this period ends 3/31. https://www.medicare.gov/basics/get-started-with-medicare/sign-up/when-does-medicare-coverage-start If employer misled them about IEP? They can get a waiver to start Part B… A statement from Employer or the Senior can work…written to Social Security. Losing Employer Coverage is always an SEP to start Part B.. 8-month window, however: Situations that don’t qualify for a Special Enrollment Period: Your COBRA coverage or retiree coverage ends or 8+ months past losing group You have or lose your Marketplace coverage Kendall Disaster/FEMA SEP - when you are looking at the Active SEP Cheat Sheet and finding a possible SEP for someone to use, if there is not an end date for that event then it ends 2 months after the disaster/emergency was declared, unless stated otherwise. Radius Statuses - Prospect, New Lead, Appt Schedule, etc. Gabby Rate Increases Call Queue - we will no longer be adding $15+ rate increases to the spreadsheet. Moving forward, they will be added to the Rate Increase Call Queue and will be an Assigned Address Changes - ensure to confirm/update Mailing Address in Radius Reminder: We cannot update PDP carriers with an address change. The policyholder is the ONLY one who can make this update.

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