Aetna: What you can do to retain your book of business during OEP

What is OEP? 

The Medicare Advantage (MA) Open Enrollment Period (OEP) takes place from January 1– March 31 each year. During this period, individuals who are enrolled in an MA plan (with or without drug coverage), including newly MA-eligible individuals, can make a one-time election to switch to another MA plan (with or without drug coverage), or drop their MA plan and return to Original Medicare (with or without drug coverage). Learn more.

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Don't lose your clients to another agent        

Here are some tips on how to protect your book of business:

• Understand what you can and cannot do during OEP
• Send "Thank you" cards to new members
• Call to make sure members have their new member ID card and help with questions related to the QR code
• Keep in constant contact with your members during the first 3 months of the year
• ‍Assist with ordering OTC and other plan benefits (Remember, the OTC catalog can vary by plan)
• Remind members to participate in the Your Healthy Rewards program and earn up to $200 in gift card (MA/MAPD program, D-SNP program)

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