AEP looks different this year thanks to COVID-19, so it’s more important than ever to make sure your Medicare marketing and sales comply with rules, regulations, and best practices.
At Plan Advisors, we want to better equip you to serve your clients and the community. That’s why we now offer Broker Connect FREE to our brokers!
Questions related to protecting a book of business are common this time of year. One popular question is, “If my client initiates a plan change, will I remain the agent of record (AOR)?”
We know how eager you are to begin utilizing Broker Connect for quoting and enrolling clients this AEP. Rest assured that as of Thursday, October 15, Plan Advisors brokers are able to quote and compare all plans that are viewable on Medicare.gov. We want you to be the model of efficiency this year and know that Broker Connect is the tool to help you achieve just that!
It’s no coincidence that many successful brokers and agencies across the country are heavily involved in community volunteering. We don’t believe that business growth should be your main priority when volunteering, but it is often a nice ancillary benefit. And while the ultimate benefit lies with the people you are helping, the tremendous feeling of purpose and joy you receive can do wonders for your own well-being.
By now, many of you have probably heard about the Part D Senior Savings Model being implemented by CMS for 2021. But are you confident that you can answer beneficiary questions about it? Even more, are you using it to market your services? Here are some details you can use to become the local authority on this major initiative.