As a licensed insurance agent interested in selling Medicare products there are several next steps you must take. Navigating the contracting process can be a point where an agent would need assistance. Let’s discuss these steps and the process of getting ready to sell.
Why do you contract for Medicare Selling?
Contracting is the first step in becoming a “ready-to-sell agent.” This means you are able to represent, discuss, and sell that carrier’s Medicare plan to your clients. Each carrier will need the agent to complete their carrier-specific contract requirements. This could include either a contracting link or contracting paperwork.
What’s the first step to Medicare Contracting?
Beginning the onboarding or contracting process for major carriers like Aetna, Cigna, Humana, or UnitedHealthcare starts with connecting with Pinnacle’s sales team. A marketer and our contracting team are able to generate a “link” that is unique to you. The unique link is sent to the your email address for you to click on and complete your personal information. During this step it is common that the link is misplaced in a junk or spam folder if the agent is using a common email platform like Google’s Gmail or Microsoft Outlook. The Pinnacle team will provide the exact email address the link will be coming for each carrier.
Where to look for additional help to Contract for Medicare
Accessing the paperwork through the link is an easy process that should be done as soon as possible. Contracting links offer the Medicare world a great deal of efficiency by moving most of the process online, but it is important to know that most carriers keep to 30-day deadlines for the contracting link to be completed. Pinnacle created a hub for agents to utilize for contracting help 24/7, this agent tool can be found on our contracting link walkthrough page. For assistance during our business hours, the licensing team is geared up and ready to make the process as smooth as possible.
Why Pinnacle?
Pinnacle Financial Services is a full-service “FMO” that offers you some of the best technology in the business, like our proprietary Connect4Medicare platform, top-notch support service, and personal sales and marketing from the very start. There are no sales quotas or commitments that you need to make to us as we just want to help you grow your business. This is a win-win opportunity for all of us, so what are you waiting for? Join us at the top!
1 (800) 772-6881 x7731 | sales@pfsinsurance.com
Danielle Houck
Director of Sales, Health
Contact a Pinnacle Representative if you have any questions.
1 (800) 772-6881
support@pfsinsurance.com
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