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AREAS OF GREATEST IMPACT FOR 2023 AEP
Alignment Required In-person Training
9 – 10 AM
This year Alignment is requiring in-person training for certification. Attending this event from 9 AM to 10 AM will satisfy this requirement but you MUST be there in person.
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.
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Blue Shield of California
Brand New Day
United Health Care
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