What Can Medicare Agents Do Before Oct 15th?

“Enrollment Applications cannot be solicited or accepted outside of a valid election period. Marketing and/or selling outside of eligible periods is prohibited and is subject to corrective and/or disciplinary action up to and including termination.”

Making sure you’re compliant for AEP can be difficult and confusing. Let’s break down a few timing based compliance issues:

October 1st – October 14th

  • Agents can have meetings with clients.
  • Agents can review plan changes, options, and make recommendations on coverage. 
  • Agents can provide a product presentation/consultation.
  • Agents can leave an enrollment kit and enrollment application for the client.
  • The client can review the enrollment kit and application.
  • Agents can meet with and enroll age-ins and other clients for 11/1 and 12/1 effective dates prior to 10/15.

October 15th or After

  • Client can sign and/or submit an enrollment application. 
  • Agent may take receipt of an enrollment application.
  • Agents can sign and/or submit an enrollment application.

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