UHC’s August Webinar Training Calendar

Please register below for any of UnitedHealthcare’s upcoming webinar training in August.

August  National Web Training Calendar
Date Day East Length Course Title WebEx
Link
Dial-In # Trainer
8/1/19 Thurs 2:00 PM 60 min Hassle Free Selling during SEP Click to register 1-763-957-6400 Gary Jones
8/1/19 Thurs 4:00 PM 60 min UnitedHealthcare Toolkit Click to register 1-763-957-6400 Gary Jones
8/1/19 Thurs 11:00 AM 60 min LEAN for AARP Medicare Supplement Click to register 1-763-957-6400 Gwen Swift
8/2/19 Fri 4:00 PM 70 min Complaint Reduction Click to register 1-763-957-6400 Gary Jones
8/2/19 Fri 2:00 PM 120 min Low Income Subsidy; My Advocate check up tool Click to register 1-763-957-6400 Vickie Mitchell
8/5/19 Mon 11:00 AM 60 min New Agent Orientation Click to register 1-763-957-6400 Jim Barrett
8/5/19 Mon 3:00 PM 60 min Marketing Guidelines With a Dual Special Needs Plan (DSNP) Focus Click to register 1-763-957-6400 Anna Pine
8/6/19 Tues 2:00 PM 60 min Steps to Sales Success – 1 Click to register 1-763-957-6400 Stephanie Roberti
8/7/19 Wed 2:00 PM 60 min Steps to Sales Success – 2 Click to register 1-763-957-6400 Stephanie Roberti
8/7/19 Wed 11:00 AM 90 min LEAN – Landmark Electronic Application Navigator for MA/PDP Click to register 1-763-957-6400 Jim Barrett
8/7/19 Wed 2:00 PM 60 min 60 Minutes to Success – For brand new AARP Medicare Supplement Agents Click to register 1-763-957-6400 Erin Bailey
8/8/19 Thurs 2:00 PM 60 min Steps to Sales Success – 3 Click to register 1-763-957-6400 Stephanie Roberti
8/9/19 Fri 2:00 PM 60 min Steps to Sales Success – 4 Click to register 1-763-957-6400 Stephanie Roberti
8/9/19 Fri 11:00 AM 60 min Dual Special Needs plan (DSNP) Basics Click to register 1-763-957-6400 Anna Pine
8/13/19 Tues 2:00 PM 60 min New Agent Orientation Click to register 1-763-957-6400 Stephanie Roberti
8/13/19 Tues 12:00 PM 90 min Building Your Business Plan Click to register 1-763-957-6400 Vickie Mitchell
8/13/19 Tues 2:00 PM 60 min 60 Minutes to Success – For brand new AARP Medicare Supplement Agents Click to register 1-763-957-6400 Erin Bailey
8/13/19 Tues 12:00 PM 60 min Dual Special Needs plan (DSNP) Basics Click to register 1-763-957-6400 Stuart Beardman
8/14/19 Weds 12:00 PM 90 min Hassle Free Selling during SEP Click to register 1-763-957-6400 Vickie Mitchell
8/14/19 Wed 2:00 PM 60 min Presentation Skills 101 Click to register 1-763-957-6400 Stephanie Roberti
8/14/19 Wed 3:00 PM 60 min Dual Special Needs Plan (DSNP) Marketing Made Easy Click to register 1-763-957-6400 Stuart Beardman
8/15/19 Thurs 12:00 PM 70 min Complaint Reduction Click to register 1-763-957-6400 Vickie Mitchell
8/15/19 Thur 2:00 PM 45 min Health and Wellness Resources for AARP Med Supp Plans Click to register 1-763-957-6400 Cindy Nori
8/21/19 Wed 2:00 PM 45 min Benefits of the Authorized to Offer Program and A2Oh! Rewards Click to register 1-763-957-6400 Carin Goodemote
8/27/19 Tues 7:00 PM 90 min LEAN – Landmark Electronic Application Navigator for MA/PDP Click to register 1-763-957-6400 Jim Barrett
8/27/19 Thurs 12:00 PM 120 min Low Income Subsidy; My Advocate check up tool Click to register 1-763-957-6400 Vickie Mitchell
8/27/19 Tues 2:00 PM 60 min Refresh Your Success Click to register 1-763-957-6400 John Herbut
8/28/19 Wed 7:00 PM 90 min Steps to Sales Success, Sessions 1 & 2 Click to register 1-763-957-6400 Jim Barrett
8/28/19 Weds 2:00 PM 60 min Six Key Enrollment Conversations Click to register 1-763-957-6400 Gary Jones
8/29/19 Thurs 2:00 PM 70 min Building Loyalty After Enrollment Click to register 1-763-957-6400 Gary Jones
8/29/19 Thu 7:00 PM 90 min Steps to Sales Success, Sessions 3 & 4 Click to register 1-763-957-6400 Jim Barrett
8/29/19 Thu 2:00 PM 60 min Agent Directed Group Sales Click to register 1-763-957-6400 Erika Brummett
8/29/19 Thu 12:00 PM 60 min **SPANISH**Dual Special Needs Plan (DSNP) Basics Click to register 1-763-957-6400 Maricela Alvarez-Montes
8/29/19 Thu 4:00 PM 60 min **SPANISH**Dual Special Needs Plan (DSNP) Marketing Made Easy Click to register 1-763-957-6400 Maricela Alvarez-Montes
8/30/19 Fri 2:00 PM 60 min UnitedHealthcare Toolkit Click to register 1-763-957-6400 Gary Jones
COURSE NAME THEME DESCRIPTION
60 Minutes to Success Business/Sales Skills It is an onboarding program designed to educate them on the tools available such as the Agent Portal and Toolkit and provides insight about product features, the Authorized to Offer program and  valuable sales and marketing information. (Presentation)
Agent Directed Group Sales Business/Sales Skills Agents are now eligible to offer AARP Medicare Supplement Insurance Plans to employer groups with 10 or more eligible retirees. With the new Agent-Directed Group Sales opportunity, agents have the choice to assist with the enrollment for group sizes up to 99 retirees or simply let UnitedHealthcare complete the enrollment application process for any group size. (Presentation)
Benefits of the Authorized to Offer Program and A2Oh! Rewards Business/Sales Skills Learn more about the Authorized to Offer Program and the great benefits that agents can take advantage of such as the A2Oh! Rewards Program.  We will discuss eligibility requirements to reach the Level 1 and Level 2 status, and review current marketing materials available. (Presentation)
Building Loyalty After Enrollment Business/Sales Skills Learn how to build loyalty and what tools exist to help drive member loyalty and retention. (Presentation)
Building Your Business Plan Business/Sales Skills Join this course to understand how to build a successful business plan that helps you set and reach your goals.  This course provides the tools and process to develop a realistic business plan with measurable goals; growing your book of business; and alignment with your agent manager.(Presentation)
Chronic Special Needs Plans (CSNP) Products Learn about CSNP plans and how you can help consumers with chronic health issues. (Presentation)
Complaint Reduction Compliance This course provides an overview of sales activities that drive complaints to CMS, best practices to prevent complaints, and case studies which will  help you to be more compliant. (Presentation)
Conducting Formal Events – 2019 Compliance Formal Event: Best practices when conducting Formal Sales Meetings, sometimes called sales meetings, community meetings or neighborhood meetings.  Formal Events are structured in an audience-presenter style where you formally provide specific plan information via a presentation on the products being offered. (Presentation)
Conducting Informal Events – 2019 Compliance Informal Event:  Best practices when conducting an Informal Event.   Informal marketing/sales events are less structured and in a less formal environment. They typically utilize a booth, table, kiosk or recreational vehicle (RV) that is manned by one or more agents who can discuss the merits of the plan’s products. (Presentation)
Dual Special Needs Plan (DSNP) Marketing Made Easy Business/Sales Skills In this course, we discuss the how to utilize the UnitedHealthcare Toolkit as a valuable resource for an agent’s DSNP business. (Presentation)
Dual Special Needs Plans (DSNP) Basics Products In this course, we discuss the basics of Medicare vs Medicaid, the myths of Dual Special Need Plans (DSNP), who the DSNP member is, general benefits of a DSNP plan, and what next steps are to being successful in the DSNP field. (Presentation)
Dual Special Needs Plans (DSNP) Compliance Business/Sales Skills Being empowered through compliance will guide a successful sales career. In this course, we discuss the importance of the do’s and don’ts of compliance. Scenario based learning drives the importance of compliance in the field. License, DSNP certification and appointments are also explained as well. (Presentation)
Dual Special Needs Plans (DSNP) UHC Toolkit Business/Sales Skills In this course, we discuss the how to utilize the UnitedHealthcare Toolkit as a valuable resource for an agent’s DSNP business. (Presentation)
Election Periods Foundational This course is a review of previous Election Period material and introduces the OEP and OEP Newly Eligible as well as the Dual SNP LIS Maintaining SEP changes. (Presentation)
Health and Wellness Resources for AARP Med Supp Plans Business/Sales Skills Members enrolled in an AARP Medicare Supplement Insurance Plan, in one of our Health and Wellness states, may take advantage of resources in addition to their Medicare supplement insurance plan coverage. These resources offer a wide range of support including: 24/7 Nurse access, telephonic wellness coaching, classes and activities, and online resources. (Presentation)
Jarvis Systems & Technology This course provides instruction on how to access Jarvis (our agent portal) and navigate all its functionality – from commissions to application status, training to communications, and everything in between. (Demonstration)
LEAN – Landmark Electronic Application Navigator Systems & Technology Learn more about the online enrollment tool for AARP Medicare Supplement Plans via LEAN including all three signature options; electronic, remote and voice.
See how you can verify or renew AARP memberships for consumers. Learn how LEAN can make submitting an application faster, easier and better than a paper application.
(Presentation & Demonstration)
Low Income Subsidy; My Advocate Check-up tool Programs This course presents the fundamentals of LIS and your opportunity grow your book of business while assisting consumers with unique needs.  We review LIS program qualifications, the LIS enrollment process, and why follow up is a necessity. My Advocate Check-Up tool is a demonstration of a website data base or programs in local communities geared to provide financial assistance, discounts, and more.  Developed Change Healthcare and available to all UHC agents. This session will give you a solid foundation of the LIS  marketspace, information on qualifications and assistance available for consumers,  help you identify financial challenges, provide steps to guide the consumer through the LIS application, and guide you on how to track properly within bConnected. (Presentation)
Marketing Guidelines With a Dual Special Needs Plan (DSNP) Focus Business/Sales Skills Being empowered through compliance will guide a successful sales career. In this course, we discuss the importance of the do’s and don’ts of compliance. Scenario based learning drives the importance of compliance in the field. License, DSNP certification and appointments are also explained as well. (Presentation)
New Agent Orientation Foundational This course sets the stage for new agents to understand Medicare and UnitedHealthcare processes and tools. (Presentation)
Presentation Skills 101 Business/Sales Skills Come learn the basics of presentation skills. With an understanding of how to present, you’ll see your confidence grow! (Presentation)
Refresh Your Success Business/Sales Skills This training session is designed to provide agents with the marketing tools, tactics and know-how they need to help effectively sell AARP Medicare Supplement Insurance Plans. This select training offers valuable sales and marketing information including understanding the product, leveraging competitive advantages, and tips for getting started on your marketing and lead generation efforts. (Presentation)
SEP Hassle Free Selling Business/Sales Skills Join this course for a condensed overview of the sales process and let us help you start selling!  This course answers questions like “Why UHC” and where are you stuck, to simplified selling from setting effective appointments through a compliant close, your most vital asset, and a high level overview of resources & tools that impact your daily business activities. (Presentation)
Six Key Enrollment Conversations Business/Sales Skills Learn how to build loyalty and what tools exist to help drive member loyalty and retention at enrollment and beyond. (Presentation)
Steps to Sales Success Parts 1-4 Business/Sales Skills Come learn the steps to a successful sale. Topics include goal setting, selling you, questioning, presenting using features and benefits, resolving objections, closing, and next steps. (Presentation)
UnitedHealthcare Toolkit Systems & Technology Learn how to use the UnitedHealthcare Toolkit to grow your business with CMS approved materials. (Demonstration)

 

Happy Hour with CSM & Bright Health in Northeast Ohio

 Join Bright Health & CSM for the happiest of hours! Whether you are a currently appointed broker with Bright or wanting to learn more, this event is for you!

Learn about Bright Health Care Partners in their Cleveland market. Information will include: 

  • Medicare benefit design
  • Marketing opportunities
  • Broker Support

TUESDAY AUGUST 6

Location: Shula’s Steak 2- (DoubleTree by Hilton)

6200 Quarry Lane

Cleveland, OH 44131

Time: 4:00 pm – 6:00 pm

 

RSVP TO DANIELLE FLESCH @ [email protected]

CAHU’s 2019 Medicare Summit | Book Your Tickets Today

Mark you calendars for CAHU’s 2019 Medicare Summit!

WHEN: Thursday September 5, 2019

1:00 pm – 4:00 pm EDT

WHERE: Hollywood Casino Columbus

200 Georgesville Rd. Columbus, OH 43228

 

To receive 15% OFF your tickets, use the promo code below: 

CORNERSTONECAHU

Reserve Your Tickets Here

New and experienced agents wanting to raise their game in Medicare won’t want to miss once of the BIGGEST Medicare events of the year! With 2.3 million medicare beneficiaries, Ohio is the 6th largest and one of the fastest growing insurance markets in the county.

Learn how innovations in care, payment models, and technology as well as the legislative landscape are reshaping how broker’s provide value to their clients.

UHC Enrollment Guide Pre-Order & Cert Info

Enrollment Guides Pre-order Opens Aug. 17

Hit the ground running on Oct. 1 by ordering Enrollment Guides! If you are licensed, appointed and certified for 2020, you are eligible to take part in the Enrollment Guide pre-order for Medicare Advantage (MA), Prescription Drug Plans (PDP) and Dual Special Needs Plans (DNSP) that begins Saturday, Aug. 17 and runs through Sunday, Sept. 1.

What you need to know

  • Certifications opened July 1. The last day to certify and be eligible for pre order is August 28.
  • Allow at least 72 hours after certification to access pre-order.
  • Order your Enrollment Guides on the Sales Materials Portal via Jarvis.
  • Pre-Order quantities are limited—please do not order more than a two-week supply of materials.
  • Quantity Minimum: 5
  • English and Spanish available for pre-order, all other languages not available during pre-order
  • Pre-order opens Saturday August 17 and will close September 1
  • Agent personalization of the back covers will not be available during the pre-order period.
  • Orders placed during the pre-order period will be shipped to arrive on or before Oct. 1, 2019.
  • You will still be able to order 2019 Materials for MA, PDP and Med Sup during the time the Sales Material Portal is closed for 2020 pre-order.

UHC Important Dates for 2020 AEP:

  • Aug. 17 – Sep. 1: Enrollment Guide Pre-Order
  • Allow at least 72 hours after certification to access pre-order
  • Reminder: You cannot market 2020 plans until Oct 1
  • On or before Oct. 1: In-home arrival of Pre-Order materials
  • Oct. 1: Materials Portal reopens ( SLA for orders is 7-10 business days)
  • Agents will still be able to order 2019 materials while the Sales Materials Portal is closed for the 2020 pre-order Sept 2 – Sept 29.   On Oct 1 the portal will be open for 2020 materials ordered

Best Practices

Agents are not required to distribute to each attendee at a sales event an Enrollment Guide for each plan presented; an Enrollment Guide must be available upon request or at time of enrollment.  Recommended alternatives at sales events:

  • Clarity workbook
  • Benefit Highlights
  • Shopping Sheet
  • Summary of Benefits

The Clarity Workbook and Shopping Sheets will be available to order through the UnitedHealthcare Toolkit in mid-September. The Benefit Highlights and Summary of Benefits will be available for download on the Sales Materials Portal.

Required materials (contained in the Enrollment Guide) are available as stand- alone items on the Sales Materials Portal. Distribute hardcopy or email* a PDF in place of providing an Enrollment Guide.

  • Summary of Benefits
  • Star Ratings
  • 1557 Disclaimer
  • Enrollment Checklist

* The agent must obtain permission to email from the consumer prior to emailing.

Medigold 2020 Certification Launch & Code Information

Medigold’s 2020 Certification is now available, as of 7/15/19. MediGold’s  certification can be accessed using the following code:

2020MediGoldCS

Once available, the 2020 certification will be available via Miramar and can be accessed through the following link: www.sentinelelite.com

Click here to access Medigold’s Certification Guide

 

A few more things to consider when certifying for 2020:

  • If you have not certified for plan year 2019, completing the 2020 certification will make you ready to sell for 2019 also.
  • Medigold will start paying brokers directly as of 1/1/2020 for all new business and renewals! Thus, when completing 2020 certification brokers will need to complete a W-9 and ACH information to collect for payment.

 

If you have any questions, please contact your Cornerstone Senior Marketing Sales Representative. 

SureBridge is HERE in OH & KY!

SureBridge’s Dental, Vision, and Hearing product is NOW available to sell in Ohio & Kentucky*!

This is an EXCLUSIVE product only for Cornerstone Brokers.

*Indiana will be launching shortly.

Product & Company Highlights:

  • Industry-leading premiums, commissions, and lifetime renewals!
    • Street Level Comp for Agents is 52%!
  • Easy online application enrollment.
  • Coverage in and out of their nationwide networks.
  • No waiting periods for basic covered dental procedures!
  • Day 1 preventive dental covered at 100% with NO deductible (Policy maximums apply).
  • Day 1 vision & hearing exams covered at 100% with NO deductible (Policy maximums apply).
  • 9-month waiting periods for major covered dental procedures.

 

Click here for a SureBridge Highlight Sheet

Click here for a SureBridge Product Comparison Sheet

 

If you have any questions or would like to get contracted with Surebridge, please reach out to Michelle Kapp @ [email protected] 

Aetna’s First Look at 2020 Benefits & Certification is Available

Aetna’s MA/MAPD 2020 Certification is Now Available! You can also request a first look at benefits for 2020.

Aetna has released their Medicare MAPD and PDP plans for 2020 – Don’t miss your chance for a sneak peak at their plan benefits.

Request a first look to [email protected]

2020 Certification

You can now complete Aetna’s 2020 producer certification process for MA/MAPD products! Click here to learn how to become ready to sell. Remember, Aetna’s certification process includes AHIP which costs $125 going through Aetna- that’s a savings of $50 off the retail price of AHIP!

Want to Sell Silverscript PDP?

Are you contracted for Aetna MA/MAPD? If so, good news! Your current contract will enable you to sell both 2020 Aetna MA/MAPD & 2020 SilverScript PDP. That means, in order to sell 2020 SilverScript plans this AEP, all you need to do is complete 2020 SilverScript certification and receive a SilverScript ready-to-sell notice.Learn how to complete 2020 SilverScript producer certification.

 

Not contracted with Aetna? Reach out to your Cornerstone Senior Marketing Sales representative to get appointed! 

Medigold Launches 2020 Certs on 7/23 & Compensation Updates!

MediGold’s Certification will be released on Tuesday July 23 & will start paying agents direct for all 1/1/2020 business and after!

Brokers who are already appointed and certified will be prompted to complete a W-9 and a ACH form for Medigold to be compensated directly with Medigold for any 1/1/2020 business and thereafter!

If you have any questions, please contact your Cornerstone Senior Marketing Sales Representative. 

Aetna DSNP Training | August 6

Aetna’s DSNP sales tools will help you sell year around- Learn more!

Do your Northeast Ohio clients have both Medicare and Medicaid? If eligible, our DSNPs provide special benefits and services that can help improve health care and manage costs.

Training details

August 6, 
10 a.m.-1 p.m.

Location
Embassy Suites by Hilton Akron Canton Airport
7883 Freedom Ave. NW
North Canton, OH
Snacks and refreshments provided.

In this in-person training, we’ll discuss:

  • Sales tips, tools and resources
  • Eligibility requirements
  • Aetna DSNP model of care
  • The local provider network

Register today

Seating is limited, so register today. To sign up, go to aetnamedicareagenttraining.com and search for events in Ohio. Aetna then send a confirmation email.

Wellcare’s 2020 Annual Certification Information

Wellcare’s 2020 Annual Certification is launching on July 9th! Please be on the lookout for the email with subject line, SM 2020 ACT 1099 Training Has Been Assigned, and follow instructions within the email to access the training in WellCare University.

The training content focuses on topics that sets you up for success as a partner with WellCare. Within ACT you will have:

  • Video tutorials and step-action guides for online resources
  • Examples of completed documents such as paper applications and scope of appointment forms
  • Certificate of completion
  • PDF of the training content with search functionality
  • State specific product training – only take state training where YOU plan to market/sell in!

New! Certification Confirmation Notice

Upon completion of 2020 certification requirements, you will receive the following WellCare communications:

  • Text message confirmation your 2020 certification requirements have been processed
  • Congratulatory email on next steps, key timelines, and the new What to Expect sales materials packet

Similarly, over the next few months Wellcare will be launching new/proactive outreach methods to ensure you have the information you need to be successful.

America’s Health Insurance Plans (AHIP)

Reminder! Consider the following when working toward completion of the 2020 AHIP requirement:

  • 2020 AHIP will suffice to market/sell both 2019 and 2020 WellCare products
  • WellCare does not accept other Medicare fraud, waste and abuse training in place of AHIP

Get started early AND with a discount!

WellCare offers a $50 discount if completed via the WellCare/AHIP co-branded link:

https://www.ahipmedicaretraining.com/clients/wellcare/1099

Note: WellCare will not reimburse money paid towards training.

Transmitting completed AHIP to WellCare is easy!

Returning Partners: Access AHIP and login to your account, then click Transmit next to WellCare (1099).

New Partners: To connect your WellCare University account and your AHIP account, you must use the co-branded link to transmit your completed AHIP for the first time.