Have you ordered your 2020 Medicare Advantage (MA) supplies? The Annual Enrollment Period is only a few days away and with your schedules filling up, it’s important to have supplies ready to go. Do you have all the requirements met in order to place your supply order? Are you going paperless and switching to online enrollments? How much is too much? With this quick article, we will lead you through the Do’s & Don’ts of AEP readiness when it comes to your needed materials for the 2020 AEP.
2020 AEP Supplies Do’s
What carriers did you get certified with for this upcoming AEP? From October 15th to December 7th you will be able to sell supplies to Medicare-eligible clients. If you were able to complete the 2020 certifications and AHIP you should have received an email from your carrier reps about ordering supplies. This email will give you instructions on how to get your supplies as well as marketing materials. The marketing materials are a must for each carrier and will go along with your presentations to potential clients. Be sure to order for all carriers and have some stashed for appointments. You will want to provide the best option for your client’s needs and not just who pays the most. Bring your laptop just in case, to do a paperless application (e-App), which might save you if you run out of needed material.
2020 Don’ts
When it comes to ordering supplies too much can be a bad thing. You might over order and be stuck with plans that you will need to get rid of by the end of the year, so plan thoroughly. Although you can order supplies from around your license state, you don’t want to order things you won’t be able to sell in the areas you are working in. When it comes to selling, do not order or take supplies you are not appointed with. This will get you flagged and the carrier will keep the commissions. If a plan is right for the client, reschedule the meeting then get certified.
If you run out of materials, don’t fret. Although shipment times can be long, you might be able to contact your local rep for extras. Empower Brokerage offers agents the ability to pick up extra supplies we have if you are certified. If you’re in need of supplies check our events calendar for upcoming Open Houses in your area.