Agent Update Memo — December 2023
Agent Update Memo — December 2023
Below you will find new Medicare training and information both from Senior Marketing Specialists and the insurance industry as a whole.
Senior Marketing Specialists Updates
- AEP Extended Office Hours end Thursday, December 7.
- Monday – Thursday: 7:00AM – 6:00PM
- Order or download your copy of the Winter Newsletter today!
- Download the 2024 Medicare Cost Sheet, detailing Medicare Part A and B costs and premiums.
- Catch up on the latest episode of A Human Connection with JoAnn Wray, featuring Craig Ritter.
- NEW custom ad campaigns from LeadCENTER! Take control of your growth!
- Looking to grow by acquisition or learning about financing transitions in your own business? Check out our Acquisition Pathways service and get in touch today.
- Listen to the Medicare Industry Insider podcast, featuring Chalen Jackson and Rachel Brammeier.
- Stay up to date on all compliance updates with our NEW Compliance Corner!
- Plan out the start of your 2024 with carrier bonuses and trips.
- Remember the D-SNP Blackout Period runs December 8 to December 31.
Virtual Training
- Medicare Café — Live every Tuesday at 10AM!
- December Events Calendar
- December 21: Protect Your Business During OEP
- December 22: Christmas Eve (Observed) — Office Closed
- December 25: Merry Christmas! — Office Closed
- December 29: New Year’s Eve (Observed) — Office Closed
- January 1: New Year’s Day — Office Closed
Industry Updates
- Reminder: the 48 Hour Rule for SOA’s does not apply for the last 4 days of an election period.
- Starts Monday, December 4, 2023.
- Integrity Compliance FAQs
- Flu season is well underway. Don’t forget that part of IRA, flu shots, COVID-19, shingles, and other vaccines are free for Medicare eligibles.
- Remember your clients’ Trial Right and how to best handle these situations.
- Many states have made changes to their Medicare Birthday/Anniversary Rules.
Carrier Updates
- Many carriers take rate increases in the 1st Quarter — call us for details!
- ClearSpring PDP Termination Notice
- PDP plan will be terminated on December 31, 2024
- As AEP comes to a close, reminder that 5-star plans allow for enrollments year-round. Click here to request contracting!
Agency Resources
- AEP Toolkit – Compliance Corner, provider lookups, certification support, and more!
- November/December Agent To-Do List
- Need a second set of eyes? Send your paper applications to our Enrollment Department.
- Medicare Client Checklist — personalize and hand out!
- 2024 Non-Commissionable PDP List
- Earn extra cash per app by completing carrier HRAs:
- Qualifying Health Risk Assessment (HRA) Chart through MedicareCENTER.
- Sales Summary Worksheets — use these during your appointments!
- Medicare Mail Cheat Sheet — Medicare beneficiaries receive a variety of notices via mail.
I appreciate all the tools in the Agent Marketing Portfolio (AMP), especially the quarterly newsletters. I always get good feedback on those. I also appreciate the proactive outreach from time-to-time. I’m sometimes so busy that I have trouble finding time to take the calls; but I always learn good info when I make that time.
~Linda D.
A powerful platform with enrollment tools, CRM, Learning Center, and more!
Designed to make your client enrollments quick, painless, and CMS compliant.
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