Important Updates to LeadCENTER – Please Read!

We are excited to announce some significant updates to the LeadCENTER platform that will enhance your lead management experience and empower you to grow your insurance business even further. Below are some of the updates that we are thrilled to share with you:

Design Changes for Enhanced User Experience: We have revamped the design of LeadCENTER to provide you with a more intuitive and streamlined interface. The improved design aims to make lead purchasing and order management a seamless and efficient process. We understand the importance of time in your profession, and these updates will allow you to navigate the platform with ease and speed. To give you a visual demonstration of the design changes, we have created a comprehensive video that showcases the new features and functionalities. Please take a moment to watch the video by clicking on the following link:

WATCH VIDEO

Introducing T-65 Leads: Additionally, in response to numerous requests from our valued users, we are pleased to inform you that we have expanded our lead types to include Turning 65 (T65) Medicare leads. This addition will provide you with a valuable opportunity to target the growing market of individuals transitioning to Medicare. With LeadCENTER, you’ll be able to purchase T65 Medicare leads now conveniently alongside your existing lead types, enabling you to diversify your portfolio and cater to a wider range of clients.

SHOP FOR LEADS

 

Should you have any questions or require further assistance, please don’t hesitate to reach out to our dedicated support team at support@IntegrityLeadCENTER.com. We are here to ensure a smooth transition and provide ongoing support.

MedicareCENTER Tip: Custom and SEP Tags in CRM

Knowing which clients to call — and when — is important to building your business. MedicareCENTER can help with auto-assigned and custom Tags in Contact Management!

Tags are easy to use, can help you prioritize the actions you take with your clients, and are available on the Medicare Mobile App and at MedicareCENTER.com.

Our latest addition — the “SEP” Tag (Special Enrollment Period) — is automatically applied to any clients in your CRM who may be eligible to enroll through December 31, 2022, due to living in a natural disaster area.

Other auto-assigned Tags, such as “Cross-Sell” and “Switcher,” can help you identify which of your clients you may have cross-selling opportunities with and which clients have plans that might change benefits, indicating a likely candidate for switching plans. These technology-driven insights are just what you need to keep reaching your AEP goals!

You can also quickly and easily create your own custom Tags based on how you like to organize your clients or who you need to check in with. For example, a “Welcome 2023” Tag could be created to flag your new clients you need to check in with after the enrollment period to help them understand their benefits.

Click below to download a step-by-step tip sheet to use as a quick reference on Tags in Contact Management, available on MedicareCENTER.com and the MedicareCENTER Mobile App.

 

DOWNLOAD TIP SHEET 

 

Log in and take advantage of MedicareCENTER’s powerful solutions today!

 

LOG INTO MEDICARECENTER HERE

Quote and Compare Cigna plans in MedicareCENTER

If you’re newly appointed with CignaHealthspring and working in MedicareCENTER to quote and compare carrier plans and products, this is news for you!

 

Cigna activates your appointment once your first application is submitted.  This means Cigna products will not initially appear in MedicareCENTER if you have not yet written an application. This affects your ability to quote and compare Cigna products.  To launch Cigna in MedicareCENTER in order to quote and compare, access and enable Cigna from the non-licensed plans option.

 

NOTE:  Active, licensed status to quote and ENROLL Cigna products from MedicareCENTER will be available upon submission of your first enrollment, which must be submitted to Cigna either via paper app or from the Cigna portal.

 

Questions about Cigna?  We can help – give us a call at 614-763-2255

LeadCENTER Now Available through MedicareCENTER

Real-time leads available through MedicareCENTER!

Timely leads are important to your success as a Medicare agent.  That’s why we’re so excited to share that LeadCENTER now connects with your CRM in MedicareCENTER, allowing you to set up campaigns and have quality leads delivered right to your account — all at the flip of a switch!

 

All it takes is a few quick steps to get the leads you need — delivered when and how you want.  You’re in control!

• Follow prompts in MedicareCENTER to set up campaigns in LeadCENTER
• Check-in with the flip of a switch to start getting leads — exactly when you’re ready
• Choose lead types and sources based on your unique business
• Get real-time leads delivered right to your MedicareCENTER account

 

View our great resources below for more information and how to get started!

 

LEADCENTER GETTING STARTED VIDEO

LEADCENTER GETTING REGISTERED VIDEO

LEADCENTER LEAD TYPES

LEADCENTER USER GUIDE

MORE Exciting Additions to MedicareCENTER – Made Just For You

Exciting additions in MedicareCENTER – made just for you!

Personal Agent Websites & Send Quote Capability

MedicareCENTER has new exciting enhancements for hard-working agents just like you! Discover new ways to use this FREE platform that help you serve your clients and run your business better, like Personal Agent Websites and Send Quote function!

Personal Agent Websites, found under your Account profile, are URL links unique to you that can be shared with clients who prefer to shop and enroll on their own – and you still get the commission! Share your Personal Agent Website link in emails and other marketing communications for a smart and simple way to give clients the freedom to choose coverage that fits their needs at their convenience. Find out more in the Help Guide below.

PERSONAL AGENT WEBSITE HELP GUIDE

 

Another exciting enhancement you’ll love is Send Quote. You could already compare up to three plans for clients in MedicareCENTER’s CRM. Now, you can generate custom plan comparison charts to send directly to clients — offering another way for them to choose a plan that best fits their needs. Find out more in the Help Guide below.

SEND QUOTE HELP GUIDE

 

MedicareCENTER will be providing the way to meet CMS requirements — to make it easy for you.

MedicareCENTER Recording Solution Launches September 8th!

MedicareCENTER Recording Solution Launches September 8th!

IMPORTANT INFORMATION BELOW – PLEASE READ!

Effective September 8th, MedicareCENTER will have the capabilities to meet all requirements for the CMS latest ruling on the beneficiary call recording. We welcome you to join us for a review and training of the Call Recording features and the changes to navigating MedicareCENTER when you first log-in.

Jump on a webinar or come see us in person as we demonstrate the way to meet CMS requirements to make it easy for you this AEP!

Important changes when you access MedicareCENTER on/after Sept. 8th
• New landing page!
• Call recording phone number assigned when you log-in (learn more about this at one of the upcoming training sessions!)
• Navigate to all platforms by clicking your name (top right) and selecting the quoting/enrollment platform

 

WEBINAR TRAINING DATES

Thursday, September 8, 2022

10:00 a.m. ET

 

REGISTER
 

Thursday, September 8, 2022

1:30 p.m. ET

 

REGISTER

 

Monday, September 26, 2022

11:00 a.m. ET

 

Wednesday, September 28, 2022

2:00 p.m. ET

 

REGISTER

 

Friday, September 30, 2022

10:00 a.m. ET

REGISTER

 

REGISTER

LIVE/IN-PERSON TRAINING DATES/LOCATIONS

CLEVELAND

4500 Rockside Rd., Ste 330

Independence OH 44131

Wednesday, September 21, 2022

9:30 a.m. – 11:30 a.m. ET

 

REGISTER
AKRON

Homewood Suites| Akron//Fairlawn

210 Springside Dr., Akron OH 44333

Wednesday, September 21, 2022

1:00 p.m. – 3:00 p.m. ET

 

REGISTER
 

COLUMBUS

9482 Wedgewood Blvd., Ste 130

Powell OH 43065

Thursday, September 22, 2022

10:00 a.m. – 12:00 p.m. ET

 

REGISTER

 

CINCINNATI

2101 Florence Ave

Cincinnati OH 45206

Friday, September 23, 2022

10:30 a.m. – 12:30 p.m. ET

 

REGISTER

 

Call Recording features will be available in MedicareCENTER beginning September 8th.  Training will include:

  • Inbound call recording, store and download solutions
  • Outbound call recording, store and download solutions
  • Call recordings storing for 10 years, as required by CMS
  • CMS-required scripting for the beginning of each prospect call

 

Call Recording FAQ’s

MedicareCENTER Update: Anthem MA & MAPD HRA’s On MedicareLINK (SunFire)

Anthem MA and MAPD Health Risk Assessments (HRA) are now available in MedicareLINK (SunFire)!

SunFire and Anthem have furthered their strategic partnership by expanding HRA’s within the SunFire platform. Agents are now able to complete HRA’s for eligible MA and MAPD enrollments directly in the SunFire platform. HRA’s can be accessed directly at the end of the enrollment or through enrollment reporting.

HRA’s are available to be completed up until 3/30/2022 for any 1/1/2022 effective enrollments. All of these past enrollments can be accessed through the second entry point as described below.

 

FINDING THE HRA

 

If you have any questions or concerns on this new update within MedicareLINK, please contact your CSM representative.

 

MedicareCENTER 2021 Enrollment Updates – Please Read!

2021 MedicareCENTER Enrollments – PLEASE READ! 

Agents, please be aware of the availability to print/save your 2021 Enrollments! Connecture has advised that agents looking to access any 2021 enrollment they completed should be saved/printed from the 2021 site before 12/15/21.

 

IMPORTANT SOA INFORMATION

When starting an enrollment process via MedicareAPP, agents should either print or save the PDF of the completed SOA each time for each client if they choose to keep one on file. Every year the MedicareCENTER site changes and the previous SOA’s that were captured will be overridden by the newest plan year SOA. 

 

If you have any questions regarding your MedicareCENTER enrollments for PY 2021 or PY 2022, please reach out to your Cornerstone Senior Marketing representative.

MedicareCENTER UPDATES: 11/19/21

Introducing new features within the Client Management Quote & Enrollment Tool on MedicareCENTER!

  • Plan Comparison
    • Agent view only; “send plan comparison to client” is still being developed.
    • At the bottom of each plan card on the View Plans page, there is a “Compare” checkbox. Agents can click up to three plans to compare at once. Please see attached screenshot for reference.

 

  • Contact Management filters
    • Contact type (prospect vs. client)
    • Stage
    • Has reminders
  • Address, city, state, zip, and county in bulk import
    • State was inadvertently left off the list of available fields on the page, but will be added shortly. Please see attached screenshot for reference. State *is* available in bulk import and is included in the downloadable template.

  • Lost lead reason
    • When an agent changes a contact’s stage to Lost, they will be presented with a modal window with a list of potential reasons the lead was lost. For leads delivered to agents through our co-op program, we will use these reasons to optimize our lead vendor mix. After the reason is selected, it is not currently visible anywhere, but we will make it visible in an upcoming release.

 

If you have any questions in regards to these new MedicareCENTER features please reach out to your CSM representative 

 

2022 MedicareCENTER Updates & General FAQ’s as of 10/6/21

Happening now…

  • The carriers listed below are in the process of being uploaded to the system and should appear in MedicareAPP on or before Thursday, October 7, 2021.
    • Devoted Health
    • MediGold
    • Medical Mutual of Ohio
    • The Health Plan
  • Provider information will not be fully functional in MedicareAPP and the Integrated Quoting and Enrollment (CRM) platforms until 10/15.

FAQ’s…

 

  1. Why aren’t all of my carrier appointments showing in the 2022 platform?

 

  1. Most carrier appointments should appear correctly in the system the morning of Thursday, October 7 2021.

 

  1. Where did the non-licensed plans button go?

 

  1. All non-licensed plan details are received directly from CMS.  The ability to view these plans will be integrated to the platform closer to 10/15/21.

 

  1. I need to reset my password/register for the system and am getting an expired link in the email to reset/verify, even though I just submitted the request.

 

  1. First, clear all Google Chrome browser cache and cookies.  Next, copy the link from the body of the email and paste into the navigation bar within a Google Chrome browser.  If this does not work, reach out to MedicareCENTER support or contact your Cornerstone Senior Marketing Service Rep.

 

  1. I may have typed my email incorrectly when registering for the system.  How do I update my email?

 

  1. The day after registration MedicareCENTER will manually confirm your account.  The next day you will be able to log into the system using your NPN and the password set at registration.  Once you have accessed your account, navigate to the profile page  from the drop-down menu under your name (top right corner of the screen) and update your email.

 

  1. Can an IEP/ICEP application for 1/1/2022 be submitted before 10/15/2021?

 

  1. No.  Per regulation, these applications cannot be submitted until 10/15/21.  All consumer facing functions should not be utilized until 10/15/21, including SOA’s and agent PURL access.

 

New…

  • Option to complete the Health Risk Assessment/Value Based Enrollment/Member Care Assessment through Medicare APP is available for the carriers listed below.  View the process here.
    • Humana (link to carrier site/form)
    • Aetna (link to carrier site/form)
    • Wellcare (link to carrier site/form)
    • Devoted (complete on Connecture/MedicareAPP)
    • BCBS MI

 

Questions?     CALL US TODAY       614-763-2255   or email:    service@cornerstoneseniormarketing.com