10 Ways to Leverage the Medicare Lock-In

10 Ways to Leverage the Medicare Lock-In

There are certain questions you should be asking yourself every day, including:

  • How can I compliantly reach Medicare beneficiaries during the lock-in period?
  • What is my competition doing?
  • How can I become more successful?

The answer is that a successful agent is always coming up with new ways to leverage their lead opportunities and generate new business. You may think that you are limited on how you can reach Medicare clients because of the compliance restrictions, but there are many ways to compliantly build your book of business and ultimately earn that steady flow of referrals throughout the year.

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Marketing in the Medicare Open Enrollment Period

Marketing in the Medicare Open Enrollment Period
Congratulations! You survived the Medicare Annual Enrollment Period (AEP), but are you ready for the newly restored Medicare Open Enrollment Period (OEP)? If you have been in the Medicare sales market for a while, you may remember the OEP prior to 2011... But this new OEP is not the same, so it is important to be aware of the new rules relating to this enrollment period.
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Providing Certainty in an Uncertain Health Market

Providing Certainty in an Uncertain Health Market

There have been many times in my health insurance career that I had to dig deep to find the positive in the rapid-fire changes that came with the passage of the Affordable Care Act in 2010.

Since then, I'm sure all of us in this market segment have felt frustrated by the many unanswered questions and the inconsistency of the answers that we get from those that are supposed to be "in-the-know."  With the recent passage of the AHCA through the House, I suspect that even as this bill moves through the Legislative branches of our Government, there will be many unanswered questions that none of us can yet answer.

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The Keys to Compliance with Secret Shoppers

The Keys to Compliance with Secret Shoppers

One way to confirm that Medicare beneficiaries are receiving accurate & compliant information during marketing events and personal appointments, is to utilize secret shoppers.

CMS secret shoppers measure quality of service and compliance with Medicare regulations as a way to gather specific information about products and services.

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The Scoop on the Scope of Appointment

The Scoop on the Scope of Appointment

The Scope of Appointment (SoA) is like an American Express card, you don't leave the appointment without it. We'll show you how to use this form correctly and compliantly.

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