Monday, December 14, 2009

Career Advantage Weekly 12/14/09

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December 14, 2009

 

In this issue:

 

NEW! App Tracker

 

ExpressLine Makes Enrollments Easy

 

Ads Must Be Approved Before Using!

 

Only 17 Days Left of the AEP!

There's Still Time to Certify

Click here to read more!


 

Don't Miss the

Supplemental Senior Dental Sales Training Call!

Great news! We're providing you with an opportunity to learn about the new 2009 Supplemental Senior Dental insurance product. A training call has been scheduled to discuss ways to market and sell Senior Dental insurance offered by Pennsylvania Life Insurance Company. Agent, Roger Dissmore, will be on the call to share his successful methods of selling Senior Dental insurance. The training call information is below.

Date: Monday, December 14, 2009

Time: 11:00 a.m. EST

Dial-in phone number: 866-900-3545

Conference ID: 45000277

As a reminder, you must be contracted with Pennsylvania Life in order to sell this or any other Pennsylvania Life product. 


ExpressLine Makes Enrollments Easy!

When using ExpressLine, please refer to this handy checklist (click here).

 

ExpressLine

1-800-867-4347

Monday - Saturdays, 8am - 8pm

Sundays, noon-5pm

All Time Zones

You may also submit enrollments electronically using AgentLink. 

Application Tracker

Curious as to whether you properly entered an enrollment through ExpressLine or AgentLink? If so, we have great news! A new report is now available on AgentLink to let the writing agent know that his/her enrollments have been entered. If you submit an enrollment via ExpressLine or Agentlink, the writing agent will be able to view this information within one hour of entering it under a report called "Application Tracker" on AgentLink. Click on this report and see all the enrollments you entered including confirmation numbers, applicant names, products and status codes.

 

 


NEW Agent Provider Referral Process Available

During the course of a sales presentation, some Medicare beneficiaries may be hesitant to choose a Today's Options PPO plan because their preferred provider is not a participating provider.

In response to this, we have developed a Today's Options PPO Request for Provider Participation Form to use when these Medicare beneficiaries, and potential enrollees, would like their preferred provider to become a participating provider. We are also making available to you must-use talking points to help you discuss the possibility of a non-participating provider becoming a participating provider in our Today's Options PPO plan with these potential enrollees in a clear manner.

Please use ONLY the attached materials when discussing this option with clients. This will help ensure you remain compliant and the client is not led to believe filling out the form guarantees the provider will be accepted as a participating provider.

During the enrollment process, the enrollee MUST select a current in-network Primary Care Provider (PCP).  In the event the enrollee's provider of choice becomes a network provider; the member may switch.

For the Compliance-approved Request for Provider Participation Form and very important instructions for its use (talking points), CLICK HERE.


 

Advertisements Must be Approved by the Company

All consumer and trade advertisements must be submitted to the Company for Compliance review and approval, and for submission to the appropriate Federal or State regulator (if required).  This includes ads for all media including internet and all electronic media, newspapers and all print media, radio and all broadcast media. Ads may not be used or distributed in any manner until they are approved by the Company, in writing. Agents violating our policy are subject to our Zero Tolerance policy.

This procedure applies to agents contracted by any Universal American subsidiary, and is required for all Medicare Advantage / Medicare Prescription Drug plans and traditional insurance products, including life insurance. 

Please check AgentLink if you are seeking pre-designed and approved Medicare Advantage and Prescription Drug plan ads. For assistance with other advertisements, please contact the Sales Department.

For more information about Universal American's advertising requirements and to review our Zero Tolerance policy, please review your Market Conduct Agreement or contact the Sales Department.


 

AVIVA Merger Update

 

Please click here to read details about the AVIVA merger.

 


 

 

ExpressLine Webinar Video

Now Playing ... 24/7 on AgentLink

Our ExpressLine training webinar is now available on the welcome page of AgentLink.   

Please be sure to watch the recorded webinar to improve your knowledge of ExpressLine, to hear portions of the enrollment and scope of appointment calls, and to better understand the verification call process.  To view this presentation, simply log into AgentLink. You'll find a "View Now" button on the welcome page that activates the webinar. While there, feel free to download and print the accompanying PowerPoint presentation for future reference.   It's jam-packed with the same helpful information contained in the recorded webinar event. 

Whether you missed our recent ExpressLine training webinar, or just want to experience it again, please take an hour to watch this presentation and learn more about using ExpressLine for all of your MA and PDP enrollment and Scope of Appointment needs.

 


Enrollment Instructions for MA/PDP Plans

If it's not possible for you to conduct a telephone enrollment, please remember that we also offer online, DirectFax, and overnight mail enrollment options.   Please click here for enrollment instructions for 2010 MA and PDP Plans.

 


Medicare Advantage Change Notice Forms Available on AgentLink

 

2010 change notice forms for Today's Options PFFS, Today's Options PPO and all HMO Plans may now be downloaded from the AgentLink Web site.  Change notice forms for our Part D plans are pending final approval and should be available soon. Current Medicare Advantage plan members may use the change form when making an enrollment election to another plan of the same type (one Today's Options PFFS to another Today's Options PFFS, for example) or changing their payment option, or updating their contact information.  To locate the proper change notice form, go to the InfoCenter of AgentLink, select the plan that needs to be changed and click on forms.


Online Certification Now Available!

2010 MA and PDP Training & Certification Program

Now available online:  Universal American's 2010 training and certification program for Medicare Advantage (MA) and Medicare Part D Prescription Drug (PDP) plans. Online training is ideal for agents who have not attended a 2010 onsite training/certification session, or who have not yet successfully completed their exam.  The online training program is available at no cost, 24/7.  For even greater convenience, the site offers easy access to the study materials and the 50-question certification exam; just let your fingers do the walking!

You must get recertified with us for 2010 in order for us to Pay Your Renewal Commission and for you to be able to sell our very competitive 2010 Medicare Advantage and Part D products.  We have expanded our product line and revised our rates for 2010.

Please Note:  If you do not get recertified Your Commissions Will Stop.  That is the CMS rule.

Please also be sure that you have an active state license with the states in which you sell Universal American's subsidiary products, including Medicare Advantage. If you do not hold an active state license, you cannot be certified to sell our MA or PDP products.

To initiate your training, please visit our AppointMyAgent online training site at certify.appointmyagent.com.*   Or you may log-in through AgentLink and go to the Training and Certification section, which is located in the InfoCenter.  

Upon successful completion of the certification exam, you will receive an e-mail notification.  Certification for the 2010 enrollment season will be achieved with a passing grade of 85%, as mandated by CMS.  Agents will be notified immediately within the testing process if they fail to achieve a passing grade.**

*Please note: if using the online contracting system, AppointMyAgent, to contract new agents for the 2010 selling season, the prospective agents may complete their training and certification during the contracting process.  Once these agents are activated, they may begin working with consumers as of October 1. 

**Agents must pass the exam in no more than three (3) attempts in order to sell MA and PDP plans during the 2010 enrollment year.


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