Exciting New Upgrade with MedicareCENTER!

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RE: Client Management Tool

A convenient and timely update…

Our multi-function MedicareCENTER platform has added a new feature. You can now import your client lists into the Client Management Tool (CRM) from an Excel or CSV file!

 

Here’s a step-by-step guide on how to import clients:

Step 1. Login to MedicareCENTER

Step 2. On the far right click the Client Management button

Step 3. Once inside the Client Management Tool, click the Import button

Step 4. Use the downloadable template to fill in your client’s data

Step 5. Drag and Drop or Upload the completed file for your clients in the box indicated below:

 

Step 6. Preview of the data drop will appear.  Click the Next Buttons to move the process forward:

Step 7. Drag the appropriate column to corresponding values inside of this page then click Next:

Step 8. Click Finish and then the client data will display

 

If you have any follow up questions to the CRM import on MedicareCENTER, please reach out to your CSM rep.

 

Exciting NEW Enhancements with MedicareCENTER – Important Updates!

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Important MedicareAPP User Updates

You’ve asked and we’ve listened!
Connecture, the technology behind MedicareCENTER, is introducing exciting NEW updates to the MedicareAPP feature inside MedicareCENTER!

MedicareAPP users can view these enhancements now while using the platform.

1. Agents can sort from Low to High by ‘Estimated Drug Costs’. This means you no longer have to have the health costs built in to a Medicare Advantage quote.

  1. Agents can now select up to three (3) pharmacies on the pharmacy selection screen.

              –  Agents can select the pharmacy on the left hand side of the Plan Details Page to update the costs. 

 – You can also search by pharmacy name now! 

 

3. On the Plan Details Page, they have added an ‘Effective Date’ field on the ‘Total Costs’ tab. This will update the costs to reflect the remainder of the year and no longer show the entire year! Agents can also toggle back and forth on the costs for their preferred pharmacy. 

PLUS….

  • Streamlined profile creation when sending quotes

  • Added ability for agents to send plan documents when sending an application. 

 

Questions on these updates or on the MedicareCENTER platform?

Contact us – we are here for you!

MedicareCENTER UPDATE: Pharmacy Search Change in MedicareAPP

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Pharmacy Search Update: When searching and selecting a particular pharmacy while enrolling and quoting through MedicareAPP, it is important to click the ‘search this area’ button to ensure you are viewing all the pharmacies in that selected zip code.  Please see screenshot below for reference: 

If you have any questions or concerns reach out to your Cornerstone rep.

 

 

MedicareCENTER’s MedicareAPP Update: Non-Commissionable Plans

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NON-COMMISSIONABLE PLANS ARE AVAILABLE TO QUOTE ONLY

MedicareAPP now has the ability to view and QUOTE ONLY non-commissionable plans for 2021 including the Anthem Enhanced PDP and the Humana Basic PDP plans.

Important: To be able to view all non-commissionable plans through MedicareAPP for 2021, go to the Plans page in MedicareAPP and click the ‘Add non-licensed plans’ link to show all plans. See image below for reference.

 

Please remember that these plans are only available to quote. Agents do not have the ability to enroll clients in them for 2021 through MedicareAPP.

 

If you have any questions, please reach out to your CSM representative. 

IMPORTANT UPDATE: MedicareAPP Scope of Appointment

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New in 2021: MedicareAPP can be used to capture electronic Scope of Appointments (SOA’s) for 2021.  This year you brokers have the option to either Text or Email the SOA to their clients.

Important: After an SOA is submitted by the beneficiary the broker must acknowledge the SOA disclosure statement and electronically sign the form in order for the SOA to be deemed successfully completed in the system.

*VIEW THE MEDICAREAPP SOA PROCESS GUIDE FOR MORE INFORMATION*

MedicareCENTER 2021 is now available- what you need to know

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Now available!

MedicareCENTER is a powerful sales and marketing system that’s also simple and easy to use. And it’s full of great features designed to help Agents like you produce more, including:

  • A robust CRM for managing and tracking clients
  • The ability to compliantly send scope of appointments by text
  • Access to MedicareAPP and MedicareLINK enrollment and quoting tools
  • An all-in-one universal login from any device, anytime

Important:  MedicareAPP and MedicareLINK

 

Effective October 1, 2020:  Agents are able to view plans and rates from available carriers for which the agent is ‘Ready-to-Sell’

 Effective October 15, 2020:  Agents are able to view plans and rates from all available carriers.

 Reminder:  Update your bookmarks and favorites on your web browsers to the new 2021 MedicareCENTER site AND get your new unique Personal Shopping Link under the ‘Account Overview’ inside MedicareAPP to add to your website or any digital media. 

 

*Note:  The 2020 MedicareCenter platform and your unique personal shopping link should be used for all 10/1, 11/1, and 12/1 effective dates.

 

MedicareCENTER 2020 Link

MedicareCENTER 2021 Link

 

Join a MedicareCENTER training demo to see the improved features and technology!

Guidance: MedicareCENTER Transition to 2021 Platform – October 1, 2020

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Transitions to the 2021 Platform on OCTOBER 1, 2020  

GUIDANCE: 2020 MEDICARECENTER

Agents already active in MedicareCENTER can continue using their current site access, login, and unique Personal Shopping link for business with October 1, November 1, and December 1, effective dates.

Agents new to MedicareCENTER can click the button below: LINK MedicareCENTER 2020, and follow the log-in prompts to access the platform.  Optional: Retrieve a unique Personal Shopping link under the Account option.

 

GUIDANCE: 2021 MEDICARECENTER

New and active agents can access the MedicareCENTER 2021 site on October 1, to review plans with a January 1, 2021 effective date –selling begins October 15, 2020.

Save the date!

1. On or after October 1, 2021, go to the new MedicareCENTER login page at www.medicarecenter.com, or use the 2021 button, below.

3. Login to MedicareCENTER using your current Username and Password

3. To retrieve your 2021 unique Personal Shopping link, select ‘Account’, located in the top row of the site navigation, and click ‘Personal Shopping Link’.

Important:  Agents using MedicareCENTER should update or add any FAVORITED, BOOKMARKED, OR SAVED LINKS in your browsers to the with the new 2021 MedicareCENTER site (www.medicarecenter.com) PLUS, if applicable, update your MedicareCENTER Personal Shopping link on your WEBSITE, SOCIAL MEDIA SITES, EMAILS, AND OTHER DIGITAL COMMUNICATIONS with your new, unique, 2021 Personal Shopping link

More Medicare Center Webinars!

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Sign up for one of our webinars below:

Thursday March 26th at 2:00 PM EST

Tuesday March 31 at 2:00 PM EST

Thursday April 2 at 2:00 PM EST

Tuesday April 7 at 11:00 AM EST

Register HERE*

*click the drop down box for the demo date of your choice

Medicare Center – Agents can sell REMOTELY

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Cornerstone Senior Marketing Supports Business Continuity with Telework Technology

MedicareCenter.com supports your business continuity efforts by helping you retain your members and protect your business when working from home.

We are approaching our new normal smartly and with tremendous regard for the safety of our customers, employees and communities.  Please rest assured MedicareCenter is the right technology for quoting Medicare plans and managing your own business remotely, as you provide a comfortable haven for seniors to confidently shop and securely enroll in their best fit plans online.

Make MedicareCenter an integral part of your Business Continuity Plans. Click here to reveal all the benefits of MedicareCenter.

Medicare Center EFT Option Update

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UPDATE ON EFT OPTIONS

We have been advised that both Anthem and WellCare have removed the EFT option from their enrollment forms on MedicareCenter. Both carriers are working to change and enable this functionality. For the time being, consumers can sign up for the coupon book and when they receive the materials members will have the option to sign up for EFT at that point.

If you have any questions or concerns reach out to your CSM rep.