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

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 and the MedicareCENTER Mobile App.




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



Ohio Department of Insurance: Ohioans on Medicare Cautioned to Protect Personal Information During Open Enrollment

For Immediate Release from ODI
November 17, 2022

Ohioans on Medicare Cautioned to Protect Personal Information During Open Enrollment

COLUMBUS – Ohio Department of Insurance director Judith L. French is cautioning the more than 2.5 million Ohioans on Medicare to be on alert for scams attempting to steal their personal information during the current Medicare open enrollment period, which runs through Dec. 7.

Consumers should watch for fake Medicare communications seeking personal information or money in exchange for any of the following: to help with enrollment, to schedule health services, to sign up for a Part D prescription drug plan or Medicare health plan coverage, and to provide a new Medicare card.

How to protect yourself 

  • Never give personal information, including Medicare, Social Security, bank account, and credit card numbers, to anyone who contacts you unsolicited by telephone, email, text, or in person, such as door-to-door sales.
  • Medicare will never call you to sell anything, visit your home, or enroll you over the phone unless you called first. Also, scammers spoof phone numbers to look like a phone call is from a trusted source.
  • Medicare or Medicare health plans will only call and request personal information if you’re a plan member or you called and left a message.
  • Only give certain personal information to your doctors, insurance companies acting on your behalf, or trusted people in the community officially working with Medicare, such as from the Ohio Department of Insurance’s Ohio Senior Health Insurance Information Program (OSHIIP).

Seek Medicare information from a trusted resource

As the state’s longtime official Medicare educational resource, OSHIIP is conducting Medicare Checkup events virtually and on-site across the state, and individual virtual counseling to help Ohioans navigate Medicare. OSHIIP’s Medicare experts are also available at 800-686-1578 and A Medicare Checkup events schedule and counseling scheduling tool are available at

The careful evaluation of Medicare plan options is imperative because plans may have different benefits, out-of-pocket costs, covered prescription drugs, in-network physicians, and premiums each year.

Report fraud and predatory sales practices

OSHIIP partners with the Ohio Senior Medicare Patrol (SMP) to detect and report wrongdoing. The SMP provides education and response to reported Medicare fraud, waste, and abuse. Contact SMP at 800-488-6070.

If you feel an insurance agent is using high-pressure, fraudulent, or dishonest sales practices, contact the Ohio Department of Insurance at 800-686-1527 and


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Media Contact:

Robert Denhard


Exciting update: has a fresh, new look!

Sourced from Distribution Partner News on 11/10/22:

We’ve been working hard to take to the next level, and are thrilled to announce the launch of our new website. Here are a few new features that your agents can expect from

Access important information with ease

  • Under the “My Account” menu option, there’s a new “Are you an agent?” hyperlink. (You can see it here).
    • All portal links have been consolidated to one page; agents can use this to navigate to the e-App and their Life and Health Agent Portals.
  • Individual product pages offer Lumico product highlights and specifications at a quick glance.
    • Agents can download product fact sheets on each page for easy reference.

Be a valuable resource for customers

  • Support > Help Center – Easily search an expanded repository of FAQs; find answers to commonly asked questions in a central location; check back regularly for new content!
  • Support > Claims – Agents can share this dedicated page with clients and their beneficiaries; here they can download claim forms and submit life and health claims.

About Us > Blog – An educational resource center for all things insurance; agents can connect with their customers by sharing critical insurance topics, including trends, tips, and how-to’s.




NEW – Devoted Health Social Media Content

NEW Devoted Health social media post to help Cornerstone Senior Marketing Agents sell this AEP. It’s easy! Just copy and paste the approved language into your preferred social channel. Populate the <Agent Name and Phone Number >’s with your name and phone number. Remember to tag #Devoted Health


Approved post:
Lionel Richie knows the difference that high-quality healthcare can make in a person’s life, and he’s partnering with Devoted Health to bring that all-in-one healthcare experience to more people. #WeAreDevoted


(Please note, do not edit or add language to the post. If you do, that will be counted as a compliance violation) 


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

UCT Application Updates

The improvements don’t end there.

UCT also upgraded the EFT process. Now only one bank customer signature is needed along with one for the PandaDoc verification process.

Submit your Apps Through CSG! 2022/2023 Updates

Submit Your Medicare Advantage, Part D, Medicare Supplement and Dental/Vision applications this AEP through CSG Actuarial!

Advantages to using CSG:

• ONE consistent process for multiple carriers and products
• Submit apps simultaneously
• Use with any call recording platform, including MedicareCENTER
• Easy to use and navigate
• Underwrites in real-time

Watch Quick Tutorial

Medicare Advantage / Part D
• Aetna
• Cigna
• Humana
• Baylor, Scott and White
• Zing

Medicare Supplements
• Aetna / Accendo
• Mutual of Omaha
• Allstate Health Solutions
• Heartland National
• Great Southern Life
• BCBS of NC
• Oxford
• The Health Plan (THP)

Dental / Vision
• Humana
• Manhattan
• United National Life
• Independence American

Access CSG through MedicareCENTER by clicking on CSG APP under your name in upper right corner or through your Cornerstone CSG account.

THP: Express Scripts and Kroger Pharmacy Changes

THP AgentNewsflash communication from 10/27/22:

Express Scripts and Kroger Pharmacy Changes


As you may now know, Kroger Pharmacies will NOT be participating with Express Scripts (ESI) on 1/1/2023. As a health plan who contracts with ESI, this will impact our members. We will begin notifications next week to affected members.

Click here to find the latest updates to the 2023 Pharmacy Directory. You will see that our pharmacy network (and the preferred pharmacies within) remains robust.

NOTE: (Preferred pharmacies are marked with this symbol- ‡.)

Cigna’s New Icario Agent Portal – Important Tips

Sourced from Cigna Broker communication from 10/24/22:

Read below for tips to facilitate your transition to the new portal

On October 12, Cigna launched the new and improved Icario Connect Agent Portal. This new agent portal includes features that make it easier for you to facilitate health risk assessments (HRAs) with your customers. 

As part of the transition to the new portal, all existing agents should have received a Welcome Email from Icario inviting them to create new login credentials. We are happy that many agents have been able to transition to the new agent portal smoothly.

 For those of you who have still not activated your new agent portal, we have put together some helpful tips and resources to help you along the way. 

Registration Issues

 Agents who have not registered in the new Icario agent portal will receive daily emails from Icario with their new username and password. If you have not received the email, please check your spam folder or follow the steps below:


  1. Email Icario directly at
  2. Call our Cigna Agent Resource Line (CARL) at 866-442-7516


Password Issues

 If you are experiencing any issues with your new password (e.g., new password is not working), please follow the steps below. 

  1. Reply to the Icario Welcome Email informing Icario that your new password is not working. Icario will reach out directly to assist you.
  2. Email Icario directly at
  3. Call our Cigna Agent Resource Line (CARL) at 866-442-7516


Other Technical Issues

 If you are still experiencing technical difficulties after following the steps above, please try the following:

  • Clear the cache in your browser.
  • Disable your pop-up blocker.
  • Check your spam folder for emails from Icario.
  • Type in your new username and password to ensure accuracy (do not copy and paste from the Icario Welcome Email).
  • Use capital letters when entering the Medicare Beneficiary Identifier (MBI) on the Prospective Member screen (e.g., 1AC2-D34-EF56)


One more thing… Great News!  The deadline to submit your HRAs has been extended! Agents now have until 12/21/2022 to submit the HRA for any customer applications taken from 10/1/2022 – 12/7/2022.

Anthem Dental Expansion Update: Liberty Dental

Anthem communication as of 10/24/22:

Provider Network Expansion – More dental providers for your Medicare clients!

A network arrangement between our existing commercial participating network of dentists and LIBERTY Dental provides an expanded network for Medicare Advantage dental products effective January 1, 2023. Note: Network expansion will not include NJ and NV.



CMS Puts the Kibosh on Misleading Medicare Advantage Sales Pitches

–“Secret shoppers” found that 80% of agent calls with clients were inaccurate or insufficient

by Cheryl Clark, Contibuting Writer, MedPage Today – October 21, 2022

After reviewing thousands of complaints about “confusing, misleading, and/or inaccurate” Medicare advantage ads, and using “secret Shoppers” to document deceptive telephone sales pitches, the Centers for medicar & Medicaid services (CMS) announced it is putting its foot down on Thursday.

Read full article