Enrollment Tips for a Successful AEP
Follow These Helpful Enrollment Reminders for a Successful AEP
As you know, Medicare Enrollments are subject to strict submission time frames implemented by CMS. To ensure a smooth process every time, please follow this helpful list of Do's & Don'ts when submitting your applications.
Online Enrollments
DO: USE MedicareCENTER to ENROLL ONLINE
MedicareCENTER gives you everything you need to grow and manage your book of business
NEW Features & Enhancements:
Improved Rx search experience in Quote & eApp
Improved Rx quote accuracy and usability
Improved Provider search
Self-Attestation: A way for you to quickly update selling permissions
Profile Linking: Leverage your PlanEnroll personal agent website to allow clients to
update their own doctor, Rx, and pharmacy preferencesSoA compliance assistance
Electronic Submissions
DO: SUBMIT YOUR APPS THROUGH THE AGENT DASHBOARD
The Agent Dashboard: The easiest way to ensure your paper enrollment applications are submitted accurately is to submit through GarityAdvantage for processing (Med Advantage, Med Supp and PDP). As part of our service to you, GarityAdvantage will review your enrollments for accuracy.
DON'T: EMAIL YOUR ENROLLMENTS!
We no longer accept enrollments via email for security reasons.
DO: TRACK YOUR SUBMISSIONS VIA THE AGENT DASHBOARD
By using our agent dashboard, you will be able to track your application submissions while we also track your commissions and include your business in our ongoing audit to make sure you get paid.
DON'T: SUBMIT MORE THAN ONE APPLICATION PER UPLOAD
Fax Submissions
DON'T: SUBMIT MORE THAN ONE APPLICATION FAX TRANSMISSION
DO: USE THE FAX COVER SHEET
Please use a separate cover page for each enrollment mark if the submission is NEW or a CHANGE/CORRECTION. This cuts down on duplicate submissions!
Ensure Accuracy
DON'T: FORGET TO SUBMIT ALL THE PAGES OF THE ENROLLMENT APPLICATION
For example; we have noticed many Aetna apps coming in without the first page. Aetna requires this page for the submission to be considered a full enrollment.
Double check your submissions!
DO: CHECK CLIENT ZIP CODES FOR ACCURACY
DON'T: FORGET TO COMPLETE ALL OF THE REQUIRED INFORMATION ON THE APPLICATION
For example; UHC applications for Medicare Advantage and PDP have an additional agent received date "signature date" that must be completed. Double check your submissions!
DO: DOUBLE CHECK RECEIPT CONFIRMATION
Double check that you received a confirmation of your enrollment submission. If you enroll by fax, check your fax confirmation pages. If you enroll through the Agent Dashboard, make sure your enrollment shows on the submitted apps page.
DO: BOOKMARK OUR ENROLLMENT REFERENCE GUIDE PAGE
DO: CONTACT US WITH QUESTIONS/ISSUES