The Medicare Advantage Open Enrollment Period (OEP) takes place from January 1 to March 31
The Open Enrollment Period applies to:
The Open Enrollment Period gives beneficiaries who are currently enrolled in a MA plan some options.
Read more on who can switch plans and the stipulations around enrollment: Open Enrollment Period Details (PDF)
CMS prohibits agents and brokers from intentionally targeting or sending unsolicited marketing materials to MA and Part D enrollees during the Medicare Advantage Open Enrollment Period. During the MA OEP, brokers and agents cannot engage in activities that use the OEP as an opportunity for additional sales. These activities include:
New and updated resources are available for download in the Sales Hub. These include 2024 plan benefit flyers, broker-exclusive sales tools, like personas and brand guidelines, and our Medicare member newsletters.
If you would like to order printed versions of the materials found in Sales Hub, please reach out to your Broker Account Executive.
As we transition to 2024, the Excellus team wants to ensure that your clients who are new or existing members are made aware of the following:
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New Medicare Supplement bonuses are available now in most states.
The new Medicare Supplement product comes with an accelerated underwriting process, which will allow certain clients to bypass the health questions, so you can get policies issued within minutes
The Broker Resource Center is a valuable service available to all UPMC for Life agents
The following suggestions and resources should help navigate common inquiries to ensure a smooth transition to FitOn with members.
The AARP Medicare Plans Greeting Card Campaign and more!
Choosing an FMO to work with is not just about having access to top insurance products and commissions, it’s about finding a one-on-one agent service that is prepared to meet your needs.
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