Monthly Archives: February 2019

Medicare dual eligible sales This information is for Medicare dual eligible sales.  In general, this is an under-served market.  There is no annual enrollment period for these plans, so you can sell them year round.  Unfortunately, this population is always growing.  You need to be aware of the needs of your potential clients and make sure
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What’s covered Medicare app You might ask what is the What’s covered Medicare app?  This is app is for Medicare clients.  It shows them what services Medicare covers as well as which ones Medicare does not cover. The Centers for Medicare & Medicaid Services (CMS) has launched a new app.  This app gives consumers a
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AHIP Medicare The AHIP Medicare certification is needed in order to sell most MAPD and PDP plans.  The term “most is used because not all carriers require you to have AHIP but most do. Keep in mind, CMS administers Medicare Advantage plans (MAPD, MA and PDP) —which means you need to be certified and “ready
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Cyber security New York Who must file: All entities/persons who are either regulated or licensed by the New York State Department of Financial Services must file cyber security notices to the Superintendent. Any regulated person/company who is eligible for an exemption from Cyber security New York must file a notice of exemption with DFS.  You must
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United Healthcare DSNP Agents/brokers there is some important information you need to know about the United Healthcare DSNP.  In this post we will try and get most of your questions answered about the new UHC DSNP plan.  We will try and keep you updated on any information we have that can help you better serve your
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UHC OTC Catalog Brokers/agents will have many clients who ask for the UHC OTC Catalog now that the new year has started. If your client is either new to the UHC plan or a member who has renewed their membership, they will all want to know which items are available to them with the OTC benefit
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Connecticare Medicare Lead Program Crowe and Associates offers a Connecticare Medicare lead program at no cost to agents!  Our lead program will reimburse agents and brokers 100% of lead or marketing costs up to $250 a month.  Simply email or fax your paid receipts to us on a monthly basis to get the direct deposit
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Pinnacle Financial Services Pinnacle Financial Services (PFS Insurance) is an NMO, FMO as well as an IMO.  Their headquarters is located at 65 W Street Rd, Suite A-101 in Warminster, PA 18974.  The terms NMO (National Marketing Organization, FMO (Field Marketing Organization) as well as IMO (Independent Marketing Organization) are all insurance industry titles.  The
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UHC Member Escalation Form You might ask your self what is a UHC Member Escalation Form?  If you are either a new or an experienced broker, you know or will soon learn that the start of a new year brings many member questions.  We have included some information that will help you guide your clients
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Medicare Scope of Appointment The Medicare Scope of Appointment is a form which Medicare beneficiaries must sign prior to attending an appointment to purchase a Medicare Advantage (MA or MAPD) or Medicare prescription drug plan (PDP).  CMS initially required the scope to be signed 48 hours prior to the sales appointment.  The requirement now to
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