• Skip to primary navigation
  • Skip to main content
  • Skip to footer
  • Louisville: 555-555-555
  • Charlotte: 555-555-555
  • Why Partner
  • Our Expertise
  • Resources
  • Get Aligned
  • Broker Portal
Plan Advisors

Plan Advisors

Helping you choose the right health plan

  • Why Partner
  • Our Expertise
    • Meet Your Team
    • Success Stories
  • Resources
    • Blog
    • Care Initiative
    • MedicareCENTER
    • Medicare Marketing Support
    • Promotional Collateral
  • Let’s Talk
  • Broker Portal

Top Seven Ways to Ensure Your Client’s MAPD Enrollment Experience is a Good One

July 19, 2012 by Lance Hoeltke

Medicare Advantage PlansHere are some ways you can avoid hassle and limit your client’s risk of having any hiccups during their transition into a new Medicare Advantage plan.

  1. Use electronic enrollment! Better for you, better for your client. It’s almost always the best option.
  2. Confirm that the selected PCP is active and able to accept the enrollee. As I got familiar with my network, I could become more certain that a provider did in fact accept the plan I was representing. If it was a new addition or a doc I was not familiar with, I would often double check with Physician Finder, call the ASU, or just reach out to the provider’s office directly and ask them! Can’t hurt to double check, since provider directories are not always accurate.
  3. Leave behind all appropriate materials and review key information from your visit. In addition to providing the sales brochure, formulary, directory (if requested), handful of your business cards, etc. it is a good, proactive approach to prepare your client for the outbound verification and health risk assessment calls they will be receiving. Give them a moment to ask any questions pertaining to the disclosure statements required in the sales presentation. If they are enrolling close to their effective date, encourage them to refill their prescriptions and show them how they can get a temporary proof of membership online if necessary. Use the “3 ways to win” approach by having them write down three key reasons why they chose Humana (specific benefit, affordable prescriptions, Silver Sneakers, etc.)
  4. Encourage attendance in a new member orientation if available. Most of Humana’s “mature HMO markets” hold these routinely. Reach out to your local MarketPOINT office or Medicare Enrollment Advisors to determine whether or not this is available for your clients. The orientation reinforces what the new member learns during the sales presentation, and teaches strategies on how to get the most out of their plan.
  5. Schedule a courtesy call to check enrollment status and ensure ID card has been received and benefits are being accessed. It’s always good to ensure the member is experiencing next steps the way they are supposed to be. Receipt of their ID card, successful use of benefits, and/or active enrollment status in the delegated reporting tool on Humana’s agent portal are all positive signs the enrollment was processed, sent to CMS, and accreted to Humana’s systems.
  6. If selecting a new PCP, assist in the transition by facilitating an introduction and/or coordinating the delivery of new patient materials. One of the toughest objections to overcome is the need to select a new PCP in accordance with enrolling in a Medicare Advantage Plan. Contacting the PCP at the point of enrollment and assisting in the process of having paperwork sent to the beneficiary to complete and the scheduling of their first appointment, eases the stress or worry of making such a change. If there are specialists who are important to the beneficiary, be sure to select a PCP that is willing and able to refer to those specialists.
  7. Use the 12 minute prerecorded sales video in every appointment. We believe this should be a staple in the insurance professional’s sales presentation. This short DVD does an outstanding job of providing all required disclosures and covering some basic components of Medicare Advantage so that the agent can proceed to review more specific plan benefits and network-related items with the prospect. The video will streamline your appointment activity and better ensure that every sales presentation is deemed compliant by CMS.

Filed Under: electronic enrollment, Humana Insurance, Humana Medicare Plans, Humana’s Medicare health plans, MAPD enrollment, Medicare Advantage, Selling

Think "Plan Advisors first!"

Get aligned with Plan Advisors for access to these tools, resources, support, and more!

Let's Talk

Footer

STAY UP TO DATE

facebook instagram linkedIn YouTube


Florida Office
3625 NW 82nd Ave
Suite 100-F
Doral, FL 33166

CONTACT US

  • Phone: 502.228.1308
  • Fax: 502.470.5746
  • info@myplanadvisors.com
  • Serving all 50 states

  • Kentucky Office
    13040 Eastgate Park Way
    Suite 108
    Louisville, KY 40223

QUICK LINKS

  • Why Partner
  • Expertise
  • Resources
  • Talk to Plan Advisors
  • Broker Portal
  • Privacy Policy
  • Terms of Service

Copyright © 2023 · Website Design by The Marketing Squad

We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies.
Do not sell my personal information.
Cookie settingsACCEPT
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
__cfduid1 monthThe cookie is used by cdn services like CloudFare to identify individual clients behind a shared IP address and apply security settings on a per-client basis. It does not correspond to any user ID in the web application and does not store any personally identifiable information.
cookielawinfo-checbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-advertisement1 yearThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Advertisement".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
CookieDurationDescription
YSCsessionThis cookies is set by Youtube and is used to track the views of embedded videos.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
CookieDurationDescription
_ga2 yearsThis cookie is installed by Google Analytics. The cookie is used to calculate visitor, session, campaign data and keep track of site usage for the site's analytics report. The cookies store information anonymously and assign a randomly generated number to identify unique visitors.
_gcl_au3 monthsThis cookie is used by Google Analytics to understand user interaction with the website.
_gid1 dayThis cookie is installed by Google Analytics. The cookie is used to store information of how visitors use a website and helps in creating an analytics report of how the wbsite is doing. The data collected including the number visitors, the source where they have come from, and the pages viisted in an anonymous form.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
CookieDurationDescription
IDE1 year 24 daysUsed by Google DoubleClick and stores information about how the user uses the website and any other advertisement before visiting the website. This is used to present users with ads that are relevant to them according to the user profile.
test_cookie15 minutesThis cookie is set by doubleclick.net. The purpose of the cookie is to determine if the user's browser supports cookies.
VISITOR_INFO1_LIVE5 months 27 daysThis cookie is set by Youtube. Used to track the information of the embedded YouTube videos on a website.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
CookieDurationDescription
_gat_UA-67564884-11 minuteNo description
CONSENT16 years 9 months 23 days 9 hours 2 minutesNo description
SAVE & ACCEPT
Powered by CookieYes Logo