How To Sell Medicare/Medicare Advantage.
  • 31 May 2023
  • 2 Minutes to read
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How To Sell Medicare/Medicare Advantage.

  • Dark
  • PDF

Article summary

How To Sell Medicare/Medicare Advantage?

General Medicare Training & Medicare Advantage Training For Agent And Brokers

This sales guide goes over all the steps and processes to sell and enroll clients into Medicare & Medicare Advantage plans.

Getting Started

Get Your Medicare Training Guide

Get the BenaVest Medicare Training Presentation here, just fill out a quick form and it’s yours! Download Sales Process Flow Training

Before You Start Selling Complete Your AHIP Training…

Completing the AHIP training is the initial requirement prior to engaging in the sale of Medicare Advantage Plans. This essential training program focuses on the fundamentals of eligibility, benefits, and provides a comprehensive overview of the various Medicare Advantage and Part D prescription drug plans available. By successfully undertaking the AHIP Medicare training, you will acquire the necessary knowledge and understanding of these crucial aspects, enabling you to confidently navigate the realm of Medicare Advantage Plans and effectively assist clients in selecting the most suitable options for their healthcare needs.
AHIP Training

Complete Carrier Specific Certifications

Every Medicare Advantage Carrier mandates agents to complete their annual certification process. The certification requirements may vary from carrier to carrier, with some offering fully online certification programs and others necessitating face-to-face certification sessions. It is essential for agents to stay updated and compliant by fulfilling these certification obligations.

Complete Carrier Specific Contracting…

To request Medicare Advantage Carrier Contracting, please complete the form below. Contracting Request

Sales Process Flow

Below, you will find a concise summary outlining the Sales Process Flow, which serves as a roadmap for new agents to progress from the initial Medicare Advantage Training to becoming fully trained Medicare Advantage Sales Agent. Download Sales Process Flow Training

Filling Out The SCOPE

With the free downloadable forms we provide to any agent, help your clients fill out the SOA to start the process off right. The SCOPE of appointment form is mandatory for any client, without submission they cannot talk to an agent.

Q's & A's

Before concluding the Medicare Advantage sales process, it is crucial to address several essential questions. While this step may seem straightforward, it holds significant importance as many of these questions are mandatory, underscoring their significance within the sales process flow. Taking the time to answer these questions diligently is essential for ensuring compliance and facilitating a smooth progression in the sales journey.

Face To Face

Schedule a meeting to review your clients' summary of benefits and the prescription drug formulary. Additionally, provide guidance to clients on where and how they can access information about the provider network.

Valuable Medicare Advantage Insurance Tools

The Sales Process Flow outlined below covers a range of valuable tools, among them being our complimentary Medicare quoting tool designed specifically for agents.

SSI Fact Sheet

FA For Medicare Fact Sheet

Verification Of Employment

Medicare Buy-In Application

Financial Information Release

Appointment Of Designated Rep

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