Agent Update Memo — October 2023
Agent Update Memo — October 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 Hours start Monday, October 2, 2023
- Monday – Thursday: 7:00AM – 6:00PM
- Friday: 8:00AM – 4:00PM
- Looking for MedicareCENTER and LeadCENTER Training? Check out the October Events Calendar.
- Order your AEP Special Edition and Fall Newsletters today.
- Remember your clients’ Trial Right and how to best handle these situations.
- Want to enjoy your retirement without worrying if the business you worked so hard to build will stand the test of time? Reach out to our Acquisition Pathways division for a free consultation: https://www.smsteam.net/acquisition-pathways/
- Agent Checklist – November & December To Do List
AEP & Industry Updates
- 2023/2024 MEDICARE MARKETING RULES AND GUIDELINES FAQ
- The 2024 CMS Landscapes are out now!
- Check out our CMS Landscape Walkthrough video
- Plan out your updated 2024 disclaimer using the landscapes:
- “We do not cover every plan available in your area. Currently we represent [insert number of organizations] organizations which offer [insert number of plans] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options.”
- Planning to fax paper apps to our Enrollment Department during AEP?
- Fill out the 2024 Agent Agreement (only needs completed once)
- Save our New Business Fax Cover Sheet (fax in with every app)
- AEP Toolkit – Certification Guides, First Looks, SOA Forms, and so much more!
- MedicareCENTER – Featuring E-Applications, Policy Management, Ask Integrity (AI), Call Summaries, and more!
- Three Ways to Make AEP Easier with Madison Ferrier
- Needing to order 2024 supplies? We can help!
- Certification Portals:
Carrier Updates
- Check out carrier’s 4Q contests to help boost your sales: https://www.smsteam.net/contests/
- UnitedHealthcare now offering Dental, Vision, and Hearing (DVH) in 14 states!
- States include: AZ, CA, FL, GA, IL, IN, KY, MI, MO, NV, OH, PA, TX, WI
- GTL has rolled out new features on their Hospital Indemnity and Home Healthcare plans.
- New HIP Guaranteed Issue window from 64.5 years old to 70 years old.
- Newly increased maximum Home Healthcare Aide benefit.
- Accendo Medicare Supplement will be discontinued in KY and NH, effective 10/28/2023.
- Effective 9/28/2023, Accendo discontinued their Medicare Supplement in 6 states.
- States included: MO, FL, LA, MT, NV, and SD
- Effective 9/28/2023, Accendo discontinued their Medicare Supplement in 6 states.
- Lasso officially pulled their MSA product from the market for 2024.
- Clients will continue to have access to their existing funds from prior years
- Opens up a GI Situation into a Med Supp
SMS is my go-to for keeping up-to-date with the Medicare market. I am a single owner of a small brokerage. When I purchased the business a few years ago, provided all the information about contracting, training, licensing and insurance. They even provided advice with how to negotiate a fair price and tips for transition communications. It would have been tough to get up and running without their guidance and support. The ongoing education opportunities are invaluable. I really enjoy Medicare Café and jump on the ZOOM as I can! The presenters are always fun, upbeat and filled with a ton of timely information and advice for operating a high quality brokerage. Whenever I have called SMS with a question, they always have someone knowledgeable who jumps on the call and usually send an email with supporting materials. SMS is my upline and lifeline!
~ Rose A.
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