October 3, 2023
Now that AEP is upon us, we will be delivering the Wellcare Insider: AEP Edition to you on a weekly basis. This weekly update will continue to be your source for important updates and reminders, with AEP news you can use to provide excellent service and grow your business.
Today’s edition has information on the following topics:
- Marketing Reminder – Begin 2024 marketing activities as of October 1
- Join the Wellcare Brokers Forum – LinkedIn group just for Wellcare agents
- Ascend Updates – Updates continue to improve the Ascend experience
- PDP Order Refresher – Review this 2-step ordering guide for PDP materials
- Broker Resources – Get connected with the tools you need for sales season
Marketing Reminder
As a reminder, all 2024 marketing activities for both new and existing members are permissible as of October 1. While it’s imperative that you remain compliant by not engaging in any application activity during this time, this window can be an important opportunity to lay the groundwork for a more successful sales season. In addition to educational events and focusing on new member marketing, don’t forget that directing your efforts toward your existing members during this time can also expedite your sales once October 15 arrives. Try reaching out to current members using these two principles to guide your conversation:
- Connect with current members to explain any upcoming changes in their existing plan. This is a great opportunity to reinforce their understanding of brand new benefits that may enhance their plan satisfaction.
- Take time to discover any changes in their needs that may open up new plan opportunities, such as changes in their health, new prescription drug needs or ancillary benefits they might be needing in the upcoming year.
To learn more about general guidelines for all sales and marketing activities for 2024 please take a few moments to review the Medicare Marketing and Sales Changes resource.
Join the Wellcare Brokers Forum
You’re invited to join a brand new networking group just for WellCare agents.
Ascend Updates
The Ascend team has been working hard to roll out many new enhancements for Ascend enrollment platform ahead of sales season. Now that the time is here, make sure you’re up to date on all the new functionality by taking a few moments now to review recent communications regarding all of the enhancements, as well as helpful tips and reminders on using the platform:
New to Medicare immediate enrollment, administrator search & more
Ascend Enrollment Tips Part 1 and Part 2
Learn more about all of the features and benefits of using the platform by viewing the Ascend Resource Collection.
PDP Sales Materials Order Refresher
Ordering Prescription Drug Plan (PDP) materials is quick and easy. Use this two-step process to get started with your order:
Step 1 – From the CustomPoint home page select PDP-Market from the drop down menu.
Step 2 – Choose Plan Year 2024 and select Find to bring up all PDP materials available to order.
Notes
- The PDP 2024 Enrollment Guide is available in English or Spanish only.
- Benefits Highlights sheets are new for the 2024 plan year and are versioned by state.
- The CustomPoint home page contains a Helpful Documents section with a user guide, FAQ, and other CustomPoint 2024 materials available for download.
- View these CustomPoint Ordering Instructions for more information.
Broker Resources
As AEP gets underway, we wanted to share some helpful resources to assist in your success throughout the busy sales season.
The links below include important information to help you easily access the enrollment platform, order sales materials, and help you market and sell all Wellcare health plans.
1 (800) 772-6881 x7731 | sales@pfsinsurance.com
Contact a Pinnacle Representative if you have any questions.
1 (800) 772-6881
support@pfsinsurance.com
0 Comments