Thursday, December 3, 2009

Career Advantage Weekly 12/3/09

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December 3, 2009

 

In this issue:

 

NEW! App Tracker

 

AVIVA Product Updates

 

Today's Options PPO Benefits

 

ExpressLine Makes Enrollments Easy

 

We're in the Middle of the AEP!

There's Still Time to Certify

Only 29 Days Left of the AEP!

Click here to read more!

 ExpressLine Webinar Video

Now Playing ... 24/7 on AgentLink

Our ExpressLine training webinar is now available on AgentLink for your viewing pleasure.   

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.

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 you know that your enrollments have been entered. If you submit an enrollment via ExpressLine or Agentlink, you'll 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.

You should provide your User ID number when starting your AgentLink or ExpressLine enrollments, if possible. You MUST provide a valid agent ID number or you will not be able to view the enrollment in the new tracking report on AgentLink. You will then need to wait approximately three days for enrollment information to appear in the AgentLink production reports.

 

 

 

"Ask Today's Options...and More"

Friday, December 4th at 11:00 a.m. ET 

 

 

Don't forget to mark your calendar for Friday, December 4th at 11:00 a.m. Eastern Time, because that is the date of our "Ask Today's Options...And More!" conference call for the 2010 selling season! Be sure to dial in at least 10 minutes early so we can start on time. We have a lot of great things to discuss for the 2010 selling season and are very excited to share them with you.  

Date: Friday, December 4, 2009

Time: 11:00 a.m. EDT

Dial-in Number: 866-900-3545

Conference ID #: 23482092

Expected Duration: 1 hour


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.


Today's Options® PPO

Triple Crown Benefits Surpassing the Competition

All Medicare Advantage plans are not created equal, which is why comparing our Today's Options Preferred Provider Organization (PPO) plan against a Private Fee-for-Service (PFFS) plan may be very much like ranking apples against oranges.

Click to see how our Today's Options PPO plans offer consumers a Benefits Triple Crown.


   2010 Annual Enrollment Period

November 15-December 31, 2009  

Medicare Advantage and Medicare Prescription Drug Plans

Servicing You Throughout the Selling Season! 

Still Need to Certify?

If you haven't certified yet, do so TODAY. See the certification message further down this page for information on how to complete your training and certification online. 

Flash News and Information

We'll keep you informed throughout the season with news and updates.  And, to speak with us "live," please join our weekly agent conference calls, "Ask Today's Options and More," conducted each week on Friday at 11 a.m. Eastern. And, please watch for invitations to our upcoming training and educational events. 

Ongoing Sales Support 

We will be here for you throughout the AEP.  Contact our trained sales representatives throughout the week for hands-on assistance.  Or, send us an e-mail at plicsalesmarketing@UniversalAmerican.com.


Aviva Updates

Click the links below to read about recent Aviva product updates.

AVIVA Holiday Schedule


Lincoln Financial Rate Update for December 2009

Lincoln Financial fixed annuity rate changes are effective December 1, 2009. Fixed indexed annuity rate changes are effective for applications received on or after December 1, 2009. Click the link below for details.

Rate notices

Lincoln Fixed Annuities - National

Rate lock procedures

For specific rate lock procedures visit LFD.com.

Note: Indexed Annuities are issued four times a month, on the 1st, 8th, 15th, and 22nd. Interest is not credited between the date premium is received and the date the policy is issued.

Automatically update your LP Plus illustration software with the new rates on December 1, 2009. Open your software (desktop install) and click on the "System Update" link found at the bottom of the list in the left navigation on the main landing page.

State approvals
For specific product approval listings visit LFD.com.


 

Verification Calls - When the Client Says

"I wish to cancel"

New Member Verification Calls are made to enrollees to confirm that the enrollee or applicant understands the plan. If an enrollee should decide that he/she does not want to continue to enroll in the plan, a notification email will be sent to the writing agent. The agent may then contact that enrollee, complete another Scope of Appointment Form to meet with the Medicare beneficiary and address the enrollee's concerns and continue to complete another application if he/she decides to re-enroll. 

As a friendly reminder, please be aware of the New Member Verification Call Changes: 

  • Agent scheduling of Verification Calls is no longer required for enrollments with 2009 or 2010 effective dates. 
  • Reference numbers are no longer provided and do not need to be written on the New Member Acknowledgement form.       
  • Agents must inform enrollees of the pending Verification Call and may not be with the enrollee during the verification call. 
  • When spouses enroll together, a designated spouse may complete the call on the couple's behalf.

Verification Calls are now being conducted through a domestic call center.  Outbound calling hours are 8 a.m. to 8 p.m., Monday-Saturday in all time zones.


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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