by pfsinsurance | Dec 4, 2024 | Medicare, News |
Attention Important Information | End of AEP Guidance & Deadlines
We will process applications received through December 7th until 6:00 PM EST
If you cannot get the enrollments to Pinnacle Financial Services by 6:00 PM EST, please send them directly to the carriers.
Remember – Electronic enrollment platforms will be available.
AEP ends on Saturday, December 7th. This means that all Medicare AEP marketing efforts must cease on that date. Please follow the guidelines specified below.
- All AEP applications, (with an effective date of January 1, 2025), must be completed, signed, dated, and received by the agent no later than 11:59 PM on December 7th, 2024.
- Agents may not backdate the member signature, date, agent receipt date, or agent signature date.
Submission Dates
December 7th
Submit Apps by 6:00 PM EST to Pinnacle. You can also send to carriers and use electronic platforms.
Operating Hours 8:30 AM – 8:30 PM
- Anthem
- Braven
- Caritas
- Clover
- Devoted
- Emblem
- Geisinger
- HealthFirst
- Regence
- SCAN
- SelectHealth
- Wellcare
December 8th
Submit Apps by 10:00 AM EST to Pinnacle
Operating Hours 8:30 AM – 12:00 PM
December 9th
Submit Apps by 4:00 PM EST to Pinnacle
Operating Hours 8:30 AM – 5:00 PM
- Aetna
- CarePartners
- Cigna
- IBC
- Jefferson Health
- Wellsense
Contact a Pinnacle Representative if you have any questions.
1 (800) 772-6881
support@pfsinsurance.com
by Nicola Godman | Nov 14, 2024
AEP Add On: Physicians Mutual
Join us for an overview of Physician’s Mutual Medicare Supplement and stand-alone dental product with Trevor Braun!
Topics include:
– Benefit and plan details
– Competitive landscape for their Supplement and dental plans
– Unique benefits that differentiate both products
– Sales techniques
…and more!
by Nicola Godman | Nov 12, 2024
AEP Add-Ons: Cross-Selling During AEP
Statistically speaking, client retention increases when you have multiple policies in the same house. AEP provides a great opportunity to layer in policies with your clients to help cover gaps in their current coverage.
Topics included:
– Tools available to quote and enroll over the phone
– Marketing guidance
– Tips and Tricks
…and more!
by Nicola Godman | Nov 12, 2024
After AEP: What’s next?
The end of AEP (December 7th) is fast approaching. In order to prepare for what’s next, it’s good to start as soon as possible! There are a record number of SARs (Service Area Reductions) to go along with the Open Enrollment Period that starts in January.
Topics to be discussed:
– How to Prepare
– Marketing Do’s and Don’ts
– Lead Programs
– Exclusive opportunity to earn more money
by Nicola Godman | Nov 4, 2024
Selling Medicare Supplements During AEP
Most discussions during AEP are centered around Medicare Advantage or Prescription Drug options, but let’s not forget about Medicare Supplements! In some cases, Medicare Supplements can be a great alternative to those who can pass underwriting or have a special election period available. Topics to be discussed:
– Difference between Medicare Supplements and Medicare Advantage
– Potential enrollment options during AEP
– Marketing Ideas
– How to quote and enroll Medicare Supplements
and more!!
Register now. Space is limited.
