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Marketing Dos & Don’ts During Open Enrollment 2023

Medicare Annual Enrollment Period

January 5, 2023 by Lance Hoeltke

AEP 2022 has come to an end. It’s now time to look ahead for ways we can continue to serve beneficiaries while remaining compliant. As we begin the 2023 Open Enrollment Period, it’s important to discuss what is (and is not) allowable from a marketing perspective. 

Compliant OEP Marketing Initiatives 

  • Engage with Clients – First things first, follow up with your clients to make sure they still have the best plan for their needs! For new enrollees, we encourage brokers to complete 30, 60, and 90-day follow-ups. If your client would prefer to make a change, you can offer to go over enrollment options with them.
  • Market to Aging-In Prospects – Continue your normal marketing efforts toward new and soon-to-be Medicare beneficiaries.
  • Maximize Special Election Opportunities – Whether it’s marketing 5-Star Plans, highlighting Chronic Condition Special Needs Plans, or reaching out to the Dual Eligible community, make the most of these programs that trigger an SEP.
  • Service Beneficiaries Requesting Help – If you are contacted by a beneficiary inquiring about their options, you are free to discuss the OEP with them. You can mail or email marketing materials when they are requested by a beneficiary.

What You Can’t Do During OEP

  • Market the OEP – You cannot advertise the OEP option to beneficiaries.
  • Contact Former Clients – Every now and then, a client slips through the cracks, and you lose them. You cannot use the OEP to win them back.
  • Target Beneficiaries – If you are aware of beneficiaries who enrolled in Medicare Advantage Plans during the AEP, you cannot contact them with the intent of switching them during the OEP.

Just as a quick refresher, if you are contacted by a beneficiary that needs help, here is a list of allowable changes during the Open Enrollment Period:

  • MA or MAPD to another MA or MAPD
  • MA or MAPD to Original Medicare
  • MA or MAPD to Original Medicare with a stand-alone PDP

Beneficiaries are allowed only one change during this period, which lasts from January 1st to March 31st.

As you continue to serve beneficiaries during OEP, don’t forget to utilize MedicareCENTER for accurate, more efficient quoting and enrolling. Are you looking for easy access to this information? Download and print this information to keep handy whenever you need it!

Filed Under: AEP, MAPD, Marketing, Medicare Advantage, Medicare AEP, Medicare Annual Enrollment Period, Medicare Beneficiaries, PDP Tagged With: 2023, beneficiaries, MA, MAPD, MedicareCENTER, OEP

November 17, 2022 by Lance Hoeltke

You may find yourself in the place where you’ve exhausted all of your ideas on how to grow your Book of Business. If all of your ideas only involve printed materials and in-person networking, you may be missing a major opportunity to grow your reach. There are a lot of social media platforms out there that will help you market your business, but if there’s one you should focus on, it’s Facebook.

Facebook Ads are an excellent way to get your name out there and to track engagement with all the analytics you want to see. Here are a few ways that Facebook Ads can help grow your business and a brief explanation of how to set them up.

Robust Analytics

The metrics that Facebook Ads supply can function like a reliable family car or a souped-up sports car. If you just want to see how many people are clicking on your ad and going to your site, you can do that. However, you can also see things like ad impressions, relevance score, geographical location, result rate, frequency, and many more pinpointed statistics to help you see the success of your ad. So even if all of those analytics sound overwhelming, don’t worry. It is completely up to you what metrics you utilize and which ones you ignore.

Target Your Audience

As a Medicare or ACA agent, you have a specific demographic you’re seeking to target with any ads you post. Facebook Ads allow you to target an audience based on age range. This is a huge advantage as it prevents you from spending time filtering when looking through potential leads.

Find New Leads

As of February 2022, Facebook has almost three billion active users. Yes, you read that right. Three billion active users! Posting ads through Facebook is a fantastic way to generate new leads and build trust with beneficiaries, new and old. If you can gear your content toward your preferred audience, Facebook Ads can present a huge opportunity to reach people outside your normal spheres of influence.

A Quick How-to Guide

  1. Create a page for your business
  2. Go to the Ads Center
  3. Create a new ad
  4. Here is where you select all of the information you want to share, select your budget, choose your audience, and attach any relevant media
  5. Once you hit “promote now,” your ad will go through an approval process, then be posted!

It’s a fairly simple process that, once accomplished, can be repeated anytime you wish! 

As always, with any of these tools, Plan Advisors is here to support you with any questions you may have! Our team can help you set up ads and track how they’re performing. We want to be the best FMO for you and your needs as a broker. That’s why, along with helping you use outside tools like Facebook Ads, we also have tools like Medicare Center, our Broker Portal, and other enrollment tools! We are here to serve you as you grow your Book of Business.

Filed Under: insurance, Marketing, medicare, Medicare Annual Enrollment Period, Social Media Tagged With: Advertising, AEP, Book of Business, Facebook, Facebook Ads, Medicare, Medicare Industry, OEP

November 22, 2014 by Lance Hoeltke

Help your clients calculate the Medicare Part D late enrollment penaltyOne of the more common questions agents get asked from their Medicare clients is “what is the Medicare Part D late enrollment penalty?”  It is fairly easy to explain that if a Medicare member spends more than 63 consecutive days without having Part D or creditable drug coverage, they will be required to pay a late enrollment penalty should they choose to enroll in a Part D plan in the future.  The typical follow-up question is “will I have a late enrollment penalty?”  This is also usually pretty easy to answer, assuming the agent asks the proper questions of the client and the client responds with accurate answers about prior coverage.

[Read more…] about Calculating the Medicare Part D Late Enrollment Penalty

Filed Under: AEP, CMS, CMS guidelines, Humana MAPD plan, ICEP, ICEP election period, IEP, IEP election period, MAPD, MAPD and PDP membership, MAPD enrollment, Medicare AEP, Medicare Annual Enrollment Period, Medicare Beneficiaries, Medicare election periods, Medicare Part D late enrollment penalty, PDP enrollments, Prescription Drug Plans, Service

November 18, 2014 by Lance Hoeltke

[Read more…] about Special Election for Medicare Advantage Clients on the Move

Filed Under: Bishop Marketing Agency, Change of Residence, CMS marketing guidelines, Humana MAPD plan, Humana Medicare Agents, MAPD and PDP membership, MAPD enrollment, Medicare Annual Enrollment Period, Medicare Beneficiaries, Medicare choices, Medicare election periods, Medicare options, PDP enrollment, Selling, selling Medicare Advantage Plans, Service

October 8, 2014 by Lance Hoeltke

[Read more…] about Bishop Marketing and Practice Health Partnerships team up in NYC

Filed Under: Get to know Bishop Marketing Agency, Humana MAPD plan, Humana Medicare Agents, Humana Medicare Plans, Humana’s Medicare health plans, Lance Hoeltke, MAPD Distribution, MAPD enrollment, Marketing Humana Medicare Plans, Medicare Advantage growth, Medicare Annual Enrollment Period, Medicare Beneficiaries, Medicare lead generation, Medicare supplement plans, selling Medicare Advantage Plans, Service

May 22, 2014 by Lance Hoeltke

Answers about enrolling Veterans with Medicare outside of the Annual Election PeriodWe often get questions relating to the enrollment of Medicare eligible veterans outside of the Annual Election Period.  In short, veterans are treated just as any other Medicare eligible person.  There are a few things to note, however, when working with a veteran who is Medicare eligible.  Here’s a short list of things to consider when helping veterans make an informed decision about Medicare Advantage enrollment:

[Read more…] about Veterans and Medicare Plan Enrollment

Filed Under: CMS guidelines, CMS marketing guidelines, HMO, Humana, Humana MAPD plan, Humana Medicare Agents, Humana Medicare Plans, Humana’s Medicare health plans, MAPD and PDP membership, MAPD enrollment, Marketing Humana Medicare Plans, Medicare Advantage, Medicare Annual Enrollment Period, Medicare Beneficiaries, Medicare choices, Medicare Health Plans, Medicare options, PDP, PDP enrollment, Selling, Veterans and Medicare

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