MEDICARE 101
WHAT IS MEDICARE?
WHAT TO EXPECT AS A NEW AGENT?
WHAT TO EXPECT AS A NEW AGENT?
.png/:/cr=t:0%25,l:0%25,w:100%25,h:100%25/rs=w:388,h:388,cg:true)
The Process of Helping People—Mostly Seniors—Choose the Right Health Insurance Plan Based on Their Medical Needs, Budget, Prescriptions, & Doctors.
☆ Your Role Is To Educate, Guide, & Serve, Not Pressure.
WHAT TO EXPECT AS A NEW AGENT?
WHAT TO EXPECT AS A NEW AGENT?
WHAT TO EXPECT AS A NEW AGENT?
.png/:/cr=t:0%25,l:0%25,w:100%25,h:100%25/rs=w:388,h:388,cg:true)
☆ Conversation-Based: You Talk with People, Answer Questions, & Make Recommendations.
☆ Service-Focused: Clients Rely on You For Help With Plans, Changes, & Annual Reviews.
☆ Needs-Based: Every Person Has Different Doctors, Meds, & Health Situations.
☆ Compliance-Driven: You Must Follow Medicare (CMS) Rules When Presenting Plans.
WHO ARE YOU HELPING?
WHAT TO EXPECT AS A NEW AGENT?
WHO ARE YOU HELPING?
.png/:/cr=t:0%25,l:0%25,w:100%25,h:100%25/rs=w:388,h:388,cg:true)
☆ People Turning 65
☆ Seniors Already On Medicare
☆ Disabled Individuals On Medicare Before 65
☆ Veterans Looking For Medicare Options
These Clients Often Need Help Because Medicare Can Be Confusing—They Depend On You For Clarity.
WHAT MEDICARE SOLVES
TYPES OF PLANS YOU'LL WORK WITH
WHO ARE YOU HELPING?
.png/:/cr=t:0%25,l:0%25,w:100%25,h:100%25/rs=w:388,h:388,cg:true)
Medicare Plans Help Clients With:
☆ Doctor Visits
☆ Hospital Stays
☆ Prescription Drugs
☆ Dental, Vision, Hearing (Depending On Plan)
☆ Cost Protection
Your Job Is To Make Sure They’re Covered, Protected, & Confident.
TYPES OF PLANS YOU'LL WORK WITH
TYPES OF PLANS YOU'LL WORK WITH
TYPES OF PLANS YOU'LL WORK WITH
.png/:/cr=t:0%25,l:0%25,w:100%25,h:100%25/rs=w:388,h:388,cg:true)
☆ Medicare Advantage (Part C)
☆ Prescription Drug Plans (Part D)
☆ Medigap / Medicare Supplement Plans
☆ Dual Special Needs Plans (DSNP) for Medicaid Clients
☆ Veteran-Friendly Plans
You Help Them Understand the Difference & Choose What Fits.
SUCCESSFUL MEDICARE AGENTS ARE
TYPES OF PLANS YOU'LL WORK WITH
TYPES OF PLANS YOU'LL WORK WITH
.png/:/cr=t:0%25,l:0%25,w:100%25,h:100%25/rs=w:388,h:388,cg:true)
☆ Patient
☆ Good Listeners
☆ Trustworthy
☆ Clear Communicators
☆ Consistent With Follow-Up
This Business Rewards Agents Who Care About People & Build Long-Term Relationship
COMMON MISTAKES TO AVOID
TOOLS EVERY MEDICARE AGENT SHOULD HAVE
TOOLS EVERY MEDICARE AGENT SHOULD HAVE
.png/:/cr=t:0%25,l:0%25,w:100%25,h:100%25/rs=w:388,h:388,cg:true)
☆ Talking Too Fast Or Giving Too Much Information
☆ Failing To Check Doctors & Prescriptions
☆ Not Following Compliance Rules
☆ Overcomplicating Explanations
☆ Not Offering Annual Reviews
TOOLS EVERY MEDICARE AGENT SHOULD HAVE
TOOLS EVERY MEDICARE AGENT SHOULD HAVE
TOOLS EVERY MEDICARE AGENT SHOULD HAVE
.png/:/cr=t:0%25,l:0%25,w:100%25,h:100%25/rs=w:388,h:388,cg:true)
☆ Quote/Comparison Tool
(Sunfire, Integrity MedicareLink)
☆ CRM for Managing Leads
☆ Scope of Appointment Forms
☆ Carrier Portals
☆ Call Recording Solution (Required)
(Ringy, MedicareLink)
☆ Compliance Checklist
