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Your Monday Brief

Fellow Broker

Wishing you a Merry Christmas from the Plan Advisors team. We hope this is a season of rest and quality time with loved ones. We also know, though, that this can be a season of uncertainty for your clients who recently made plan changes. Here are resources to help you support clients in this season.

Common Post-AEP Issues & What To Do About Them

It would be great if every Medicare beneficiary were nicely holding hands with their new carrier as the new year begins. But we know that’s not always the case.

Some uneasy clients will need reassuring that they made a wise decision in changing plans. Others still may have valid reasons to use the Open Enrollment Period for yet another change. Whatever the case may be, January through March is a time to reinforce to your clients that they chose the right Medicare sales specialist, regardless of their plan choice.

Read Helpful Tips

Humana Guidance on SEP due to Covid

Humana has released guidance stating they will be accepting Medicare Advantage and Part D Drug Plan enrollments through the end of the year under a Special Election Period related to the Covid-19 virus.

Beneficiaries will be able to utilize this SEP if they meet the following criteria:

  • They DID NOT complete an enrollment during the AEP because of complications or restrictions enacted from the Covid-19 virus.
For enrollments under this special election, the proper election code will be SEP - DST. If you have any questions, please let us know. We are always here to help.
Read More SEP-DST Guidance

Plan For These Post-AEP Best Practices

Want to offer exceptional service to your clients post-AEP? Download our AEP Follow-up Best Practices checklist and make plans to begin implementing it starting in January.

Download the Checklist

Helpful Links

Make it quick and easy to get help by saving or bookmarking these resources and support options:

https://www.facebook.com/planadvisors/
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