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AREAS OF GREATEST IMPACT FOR 2023 AEP
You must record all calls with beneficiaries. This applies to all field agents and all components of the sale and enrollment – including the needs assessment, any benefit explanation, administrative calls and post-enrollment calls.
All true “marketing materials” as defined by CMS (marketing materials must include benefit information) and beneficiary-facing websites must insert this disclaimer: “We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE (TTY: 1-877-486-2048) to get information on all of your options.”
New Reporting Requirements for Medicare Carriers
(ex: Aetna, Humana, UHC, etc.) All carriers should be updating their Producer Agreements and guides to capture these new requirements. And have the tools and mechanisms for requesting, receiving, and storing this information.
Get ahead of the game and hear first-hand reviews from carriers on their benefits, plans and updates for 2022.
Learn what it takes to be a leader in the industry, and how to stay on top.
Get first-hand knowledge from featured speakers of leading insurance carriers
Meet With All the Carrier Representatives
Discuss new opportunities for the coming plan year
Get prepared for success with the latest Medicare insurance information
Learn about new marketing opportunities
Plus, enter to win an awesome raffle!
8:00 AM – EXHIBITORS SETUP
8:30 -9:00 AM REGISTRATION OPENS – BREAKFAST AND MEET WITH EXHIBITORS
9:00 – 9:30 AM WELCOME FROM TAIA PRESIDENT, EVENT ANNOUNCEMENTS, RAFFLE NOTICE
SOCIAL SECURITY – NEW GUIDELINES FOR APPLYING FOR MEDICARE BENEFITS
9:30 – 10:00 AM FEDERAL CMS LEG UPDATE (UNDERSTANDING YOUR REQUIREMENTS AS AN AGENT EFFECTIVE 10/1/2022) CALL RECORDING, DISCLAIMERS FOR MARKETING MA / PDP
10:00 – 10:15 AM ANTHEM
10:15 – 10:30 AM EMBLEMHEALTH
10:30 – 11:00 AM AETNA
11:00 – 11:30 AM CIGNA
11:30 – 11:45 AM AGEWELL NEW YORK
11:45 – 11:50 AM METROPLUS HEALTH
11:50 – 12:00 PM WELLCARE
12:00 – 12:30 PM LUNCH BREAK– VISIT EXHIBITORS
12:30 – 12:45 PM PANEL DISCUSSION: MEDICARE SUPPLEMENTS – Moderator – Rosamaria Marrujo (GLOBE LIFE – ROCCO/MIKE) UHC, (ANTHEM – JOE FIRENZE), HUMANA
12:45 – 1:15 PM HUMANA
1:15 – 1:40 PM UHC
1:40 – 2:00 PM HEALTHFIRST
2:00 – 2:05 PM CLOSING REMARKS – ANNOUNCE WINNERS – VENDOR PRIZES –THANK YOU!