When assisting beneficiaries and current members:

• Be sure to enroll each beneficiary into the plan that best meets their healthcare needs.
• Refrain from unsolicited suggestions to beneficiaries and current members regarding primary care physician changes based on provider-based agent financial incentive programs.
• Ask about current providers (both PCPs and specialists) and always verify provider’s availability using the Find a Provider tool to determine if they are in-network.
• Review each item on the required Pre-Enrollment Checklist in full with every beneficiary, and confirm beneficiary understanding of all items prior to enrollment. The checklist can be found in Wellcare’s Pre-Enrollment Guides(s), available in the Digital Resource Center.
• Review the Helpful Tips for Conducting a Successful Sales Appointment resource for additional reminders regarding conducting sales appointments.

Refer to the CMS marketing and enrollment guidance contained within the annual certification training you complete each year for a comprehensive reminder of acceptable and prohibited marketing practices. 

As always, we thank you for your continued partnership.