2023 AEP Checklist

September 21, 2022

2023 AEP is just right around the corner. There have been many changes this year the biggest being the CMS Final Rule . It is very important to your success that you have all marketing items you need in line and your checklist is complete. Pinnacle Financial Services has the top online enrollment tool systems with voice recording built in. You can pick Sunfire, Connecture, or MyMedicareBot.  The best way to obtain this is to have the right FMO. Pinnacle Financial Services can give you the best technology in the industry to make your Medicare AEP a true success!

AEP Best Practices

Heading into the open enrollment selling season the number one tool you will need to have is Connect4medicare. This Quote, Compare, and Enrollment tool are available to all Pinnacle agents for free!  It allows you to quote enrollment and add drugs all on one platform without having to meet face to face.  It also will have a text-to-enroll feature, along with some other great features including HRA, LIS look-up, and hospital indemnity enrollments. 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
  • Sales events filed
  • Certifications completed
  • Quoting software
  • Mobile quoting software
  • Adding new carriers to the market
  • Carrier fax cover sheet
  • Pinnacle enrollment fax cover sheet
  • Walmart training completed

AEP Next Steps

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.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Dustin Ofsharick

Dustin Ofsharick

Director of Sales | Health

x7706 | dofsharick@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881


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