2021 AEP Checklist
2021 AEP is just right around the corner, it is very important to your success that you have all things needed in line and your check list is complete. The best way to obtain this is having the right FMO. Pinnacle Financial Services can give you the best technology in the industry to make your Medicare AEP a true success!
Heading into the open enrollment selling season the number one tool you will need to have is Connect4medicare. This Quote, Compare and Enrollment tool is available to all Pinnacle agents free! It allows you to quote enrollment add drugs all on one platform without having to meet face to face. It also will have a text-to-enroll feature for 2021 sales. Some of the other things you will want to check off are as follows:
- Connect4Medicare
- Supply orders in
- Leads orders sent out
- Secure email
- Generic scope of appointment
- Certifications completed
- Quoting software
- Mobile quoting software
- Adding new carriers in the market
- Carrier fax cover sheet
- Pinnacle enrollment fax cover sheet
- Walmart training completed
The sales directors here at Pinnacle Financial Services are here to help you complete all the tasks listed above. We are here to give a personal walk-through of Connect4Medicare.com, our quoting software tools, and anything else you may need. Give us a call to make sure you have the most successful AEP yet.
Dustin Ofsharick
Director of Sales – Health
x7706 | dofsharick@pfsinsurance.com
