Ways Agents Can Guide Clients Through Medicare Advantage Open Enrollment Season
Medicare Advantage OEP season runs from January 1st through March 31st and gives you a great opportunity to connect with your policyholders. This is the time of year when individuals enrolled in a Medicare Advantage (MA) plan are allowed to make a one-time election to go to either another MA plan with or without Rx coverage or to Original Medicare with a stand-alone Prescription Drug Plan (PDP). While this enrollment period provides beneficiaries with a choice of plans if something isn’t working with their new or existing plan, CMS compliance guidelines restrict agents from marketing OEP to prospective customers.
It’s important to stress to your policyholders that these are important dates during which they can switch coverages or plans. So, communication goes a long way toward meeting client needs.
Here are some ways you can help policyholders navigate the Open Enrollment Period:
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