Agent Update Memo – August 2022
Agent Update Memo - August 2022
Compiled by: Rachel Brammeier and Garrett Dishinger
Below you will find new training and information both from
Senior Marketing Specialists and the industry as a whole.
Senior Marketing Specialists Updates
- The National Senior Sales Summit is BACK and now later in the year to include AEP insights. Register today!
- Birthday/Anniversary rules were adopted in several States, use our State Birthday Rule Cheat Sheet.
- Being a Great Advisor: Help Your Clients Stay Healthy, by Dan Mangus and featured on NAIFA’s Advisor Today magazine.
- Need quick access to a carrier portal or phone number? Utilize our How to Do Business Guides.
Virtual Training
- August 5th@ 2PM: UnitedHealthcare Rollout Webinar
- August 10th@ 10AM: Certification Walkthrough
- August 17th: The National Senior Sales Summit
- August 19th@ 2PM: MedicareCENTER Training
- August 23rd– 26th @ 11AM: AEP Operations Training
- Formerly known as Virtual Admin Training
AEP Updates
- AEP Toolkit – testing portals, certification guides, first looks, SOA forms, and so much more!
- Coming this AEP, call recording, download, and 10 year storage via MedicareCENTER
- Grow your Business this AEP with cost sharing.
- We can help you with your 2023 Supply Orders.
- Plan out the rest of your year with our AEP Month by Month prep guide.
- Certification Portals:
- Devoted
- Blue KC
- UnitedHealthcare
- Mutual PDP
- Humana
- Anthem
- Aetna
- Cigna
- WellCare
- Lasso/Zing
- Essence– Certification link will be emailed to Agents on or after 8/4 from producersupport@lumeris.com
- Kaiser Permanente– 2023 certification information coming soon
Market Updates
- Aflac’s focus is on giving customers the best insurance experience possible. Isn’t it time to get to know Aflac? Get contracted today.
- UnitedHealthcare Supply pre-orders begin August 13th.
- A walkthrough of how the CMS Marketing Changes will affect you, starting October 2022.
- Federal Register: Required Materials and Content
- Capitalize on Q3 Carrier contests before AEP gets in full swing.
- 2023 MA and PDP Broker Compensation has been released.
- Part B Special Enrollment Period
- You’re eligible to sign up for Medicare between January 1, 2022 – December 30, 2022, if you were unable to because of problems with Social Security’s telephone system.
- Follow these steps, and be sure to sign up for Medicare by December 30, 2022.
SMS has been there for me in a transition where I was lost after the loss of my mother and was there to help me pick up the pieces and service her clients, as well as prepare me for certifications for this year’s AEP. Definitely recommend.
~ Trudy F.
Sources:
cited in article
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