AEP Readiness Agent Guidance

READY TO SELL

Have you completed all your 2024 certifications? Check our resource page for quick access and tips.

DISCLAIMER REQUIREMENT

CMS updated the language on the required TPMO disclaimer. Agents now have to include both organization AND plan counts as part of this disclaimer. Click below to review the new language in it’s entirety.

Effective for 2024 MAPD sales, Humana will require all appointed agents to use an approved telephonic sales script when doing Humana business over the phone. This script was developed by Integrity and approved for use by Humana (and many other Medicare Advantage carriers) to meet the Humana requirement.  The script does include both enrollment and Scope of Appointment (SOA) language.  Note the script needs to be read on a recorded line.

COMPLIANCE UPDATE

In the 2023 Final Rule, CMS provided new requirements for all selling agents this AEP. A couple of things to highlight: Call recordings are required for Sales, Marketing, and Enrollment calls. Make it a point to review the pre-enrollment checklist with your members. Also, be sure to review the new required elements with your clients before enrolling them. For a complete guide to a compliant sale, download our checklist below.

NON-ELECTRONIC/PAPER APPS

Compiled by our Service Team, use this handy reference for the rare occasion a you need to submit a paper application.

GENERAL/CARRIER SPECIFIC AEP TIPS

Make every app count!  Application tips and guidance for a successful AEP can be found in this ‘must have’ reference guide.

COMPLIANT MARKETING

With new compliant rules and greater scrutiny on marketing activities, it’s more important than ever to maintain compliance in your marketing. We’re here to help!  Send marketing materials to us for review.  We are also your go-to for filing pieces that require CMS review and approval.

SERVICE, SUPPORT, AND MORE!

We’ve got your back.  Reach out when you need help, or get 24/7 assistance from our plentiful online resources.  The Service Team are here with solutions and our website features tools, training, and information to answer every question. Check out the Agent Toolkit, Resource Center, Event Calendar, Carrier Bonus/Sales Contests and Recent News!

MEDICARECENTER

This FREE platform is chock-full of new features and enhancements including Policy Management, Ask Integrity AI technology, 48-Hour SOA Tracking, update to the Personal Agent Websites & more!

If you are a new user to MedicareCENTER and have access, be sure to look at the Learning Center for videos, trainings, and guides to help you this AEP!

VIEW PREVIOUS TRAININGS AVAILABLE 24/7 FROM OUR WEBINAR LIBRARY