Humana | NEW IGNITE Newsletter Now Available!

Humana | NEW IGNITE Newsletter Now Available!

Humana | NEW IGNITE Newsletter Now Available!
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Humana Ignite Newsletter
for Partner Agents

WHAT’S NEW THIS WEEK?

Generate Leads with Humana, An Agent’s Guide to Marketing.

Grow your book of business in 2021 with our new, interactive marketing guide, Learn How You May Generate More Leads. We created this resource to help you generate more leads through a multi-channel approach. Head to Ignite and learn how to boost your outreach efforts, referrals, and client retention strategies.

Do you hear that ticking? It’s the clock running down before AEP Academy.

If you’re looking to find local plan details*, learn about our latest initiatives and fit in some networking, there’s only one place to do it all: the 2022 AEP Academy National Virtual Event. Reserve your spot today so you can join live and get the full AEP Academy experience.

2022 AEP Academy National Virtual Event
Thursday, Aug. 12
8 a.m., HT / 11 a.m., PT / 12 p.m., MT / 1 p.m., CT / 2 p.m., ET

Register now

*The communication or dissemination of 2022 Plan information or benefit details prior to Oct. 1 is strictly prohibited.

New resources heading your way—and arriving fast.

Start preparing for AEP early with Humana’s new educational brochures. Log in to the Marketing Resource Center (MRC) today to download easy-to-use pamphlets for an in-depth breakdown of Medicare. Print the documents you need at home or place an order from one of our ordering sites free of charge and have them delivered faster than ever—within two weeks of ordering.*

Visit the MRC

*Marketing or communication of 2022 plan information is strictly prohibited prior to October 1.

Need a Go365 refresher?

Go365,® our wellness and rewards program for Medicare Advantage members, is a great reason to reach out to your book of business. Sign up for a brief, 30-minute webinar to learn about the program and how it can help you attract and retain business!

Register Now | August 18, 10 am EST
Register Now | September 15, 12 pm EST

Learn more

Personalize Digital Marketing Materials (DMM) with a photo.

Did you know you can personalize DMM with a profile photo? Doing so may help you connect and build trust with your clients while positioning you as a professional. Research even suggests that conversion rates were up to 8% higher for agents who personalize their DMM with a photo versus those who did not.*

Learn how to take a professional-looking headshot, upload a photo to your profile in the DMM tool, and start sending more personalized materials to prospects. Uploading a photo is not required as we understand you may have personal reasons for not wanting to display your photo.

Upload a photo

*Telesales, Career, and External Partner agents that have sent at least one DMM since 1/1/2020 comparing conversion rate of those that have loaded a profile pic to DMM and those that have not. Based on internal data analyzed as of 5/4/2021.

Access a personalized point-of-sale experience with the DMM tool.

The Digital Marketing Material tool provides a personalized point-of-sale experience that allows agents to send CMS required sales materials via email. Whether virtual or telephonic appointment – the sales presentation and all other required materials and disclaimers that are needed at the point of sale are linked. Once the sales presentation has been completed and all materials reviewed, the customer may complete their own online application and the agent will receive full credit for the sale!

If you have any questions please feel free to reach out to Agent Support at (800) 309-3163.

Access the tool

SEP Disaster Notice.

CMS provides a Special Enrollment Period (SEP) for individuals affected by a disaster or other emergency declared by a federal, state, or local government entity who need to enroll in, disenroll from or switch Medicare health or Prescription Drug Plans and have missed another enrollment period (i.e., either aging in or a SEP) due to the event.

Read more

Head to the Humana Ignite site to access the latest Agent tools and resources.

  • Find a local Humana virtual training event and book your spot.
  • Stay up to date on Medicare sales with our educational resource library.
  • Access your Humana sales technology tools and find training.
For more information, contact a Pinnacle Financial Services representative today

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

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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Humana | NEW IGNITE Newsletter Now Available!

Humana | 2022 AEP Sales Materials

Humana | 2022 AEP Sales Materials
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Check out what’s new with sales materials for 2022 AEP

We strive to continually improve our sales materials year in and year out. We used consumer research as well as your feedback for opportunities to enhance our materials. Some of the enhancements you can expect for 2022 are:

Enrollment Book

  • Orderable envelopes to mail enrollment books will be available to order separately through the order site.
  • Bar code has been removed from the 2022 AEP application.
  • Important: DSNP application must be used for DSNP plans or the application will pend with potential denial.
  • DSNP specific enrollment book with new application included.
  • Option to order generic or veteran version for all MA-only plans. Please ensure you select the appropriate description for the type of enrollment book you want for these plans.
  • Use Medicare Document Library on Vantage for digital versions of all materials including enrollment books and 17+ languages.

Order Site Enhancements

  • First look added to the home page.
  • Product filtering available when ordering Enrollment books.
  • Chinese and Korean materials available for specific plans.

Need to Know Information

  • Business Reply Envelopes used for applications will be included in the enrollment book. You will receive a set of labels that will need to be placed on the business reply envelopes prior to 10/15. These labels were created to notify members that they should not mail applications prior to 10/15 and are required to be placed on any enrollment books handed out prior to 10/15.
  • The 2021 plan rating will be included in all enrollment books as a perforated document.  When the 2022 plan rating is available, you will need to remove the 2021 plan rating and replace it with the 2022 version, which will be sent out electronically.  All enrollment book orders received after the 2022 plan rating is available, will receive the 2022 plan rating as a separate piece.
  • The OTC form and Catalog will be provided in color with pictures and a description of the products available.

earn more about all the great materials we have put together for 2022 by watching the Marketing Materials Overview video.

Sales materials will be available to order on July 13th.

If you certify/recertify prior to this date, you will receive an e-mail on July 13th with a link to order materials. You can also order through certification/recertification courses, vantage, and individual links beginning July 13th. For more information access our How to order Medicare Materials job aid below.

For more information, contact a Pinnacle Financial Services representative today

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

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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2021 AEP Checklist

2021 AEP Checklist

2021 AEP Checklist
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2021 AEP is just right around the corner, it is very important to your success that you have all things needed in line and your check list is complete.  The best way to obtain this is having the right FMO. Pinnacle Financial Services can give you the best technology in the industry to make your Medicare AEP a true success!

Heading into the open enrollment selling season the number one tool you will need to have is Connect4medicare. This Quote, Compare and Enrollment tool is available to all Pinnacle agents free!  It allows you to quote enrollment add drugs all on one platform without having to meet face to face.  It also will have a text-to-enroll feature for 2021 sales. 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
  • Certifications completed
  • Quoting software
  • Mobile quoting software
  • Adding new carriers in the market
  • Carrier fax cover sheet
  • Pinnacle enrollment fax cover sheet
  • Walmart training completed

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

Director of Sales - Health

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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2021 AHIP Tips

2021 AHIP Tips

2021 AHIP Tips
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For those of you who are new to the Medicare market, selling Medicare requires you to take yearly carrier-specific certifications as well as AHIP. AHIP stands for America’s Health Insurance Plans and is a yearly training that is required and universally accepted by 99% of Medicare carriers. The training typically goes live in late June, June 22nd this year, and typically runs a $175 price tag. Although some material is recycled every year, there are always rule changes that alter the material that agents need to know. Here are some tips that I’ve learned as I’ve taken this training over the years.

Tip One

Never take AHIP day 1.

There are a few reasons behind this, but the main reason is you save money by doing the test through a carrier portal. There is typically a $50 discount when you do this. From a technology standpoint, there are always bugs and issues on the first day as they are flooded by agents. Also, carriers like Aetna will offer to pay for your AHIP through their front-runner program if you write a certain amount of business but must be taken through their certification’s portal.

Tip Two

Take your time.

AHIP is comprised of a multitude of modules. There are 5 in total. Each module has a test at the end that is 20 questions (up from 10 in previous years). The 6th module is the actual test that is 50 questions. The test must be passed with a 90% or above which only leaves you 5 questions that you can get incorrect. There is a time limit of 2 hours and they allow you to take it up to 3 times before you need to pay and take the curriculum over again. The test throws a bunch of different concepts at you like cost plans and PFFS plans that you may have never heard of before. Make sure you carefully read each question and answer accordingly.

Tip Three

Not all questions are from source materials.

There are questions on the test, which can range from 10-25% depending on the test you get, that you will not be able to find answers to. In this case, you can utilize Google search and rely on fellow agents to find the appropriate answers.

Tip Four

Fraud, Waste, and Abuse Training

Fraud, Waste, Abuse (FWA) is required to be completed after the AHIP test before you get your AHIP certification completed. This was incorporated about 2 years ago and has 3 modules that must be completed. There are no major tests on these, but each module has its own test that must be passed to move along.

Pinnacle Financial Services is here to guide you through any issues that you may have during the “certification season.” We have years of experience in the office that can prove invaluable when you need help in any aspect of your business. We offer the best technology at no cost, dedicated support staff for anything you may need, and a personalized sales team to make ensure you always have sales activity! AEP (Annual Election Period) is right around the corner and we want to be a partner in your success. What are you waiting for?

For more information, contact a Pinnacle Financial Services representative today

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

Director of Agent Training

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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2021 Simply Healthcare Certification Information

2021 Simply Healthcare Certification Information

2021 Simply Healthcare Certification Information
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Simply Certifications and contracting are now open until October 1, 2020.

In order to become ready-to-sell, you must complete in order:

  • 2021 AHIP
  • 2021 Anthem Certifications
  • Face-to-Face training, (see the schedule of WebEx events below.)

Once complete, Simply will notify Pinnacle that you are ready to contract, and our team will start the process for you.

South Florida F2F Training Dates 2020

Date Time Location
March 2020
Wednesday, March 4, 2020 9:30 AM Miami, FL
Thursday, March 19, 2020 12:00 PM Plantation, FL
Wednesday, March 25, 2020 9:30 AM Miami, FL
April 2020
Wednesday, April 1, 2020 9:30 AM Miami, FL
Tuesday, April 7, 2020 12:00 PM Plantation, FL
Tuesday, April 21, 2020 9:30 AM Miami, FL
May 2020
Tuesday, May 5, 2020 9:30 AM Miami, FL
Tuesday, May 12, 2020 9:30 AM Plantation, FL
Friday, May 22, 2020 9:30 AM Miami, FL
June 2020
Thursday, June 4, 3030 9:30 AM Miami, FL
Tuesday, June 16, 2020 12:00 PM Plantation, FL
Tuesday, June 23, 2020 9:30 AM Miami, FL
July 2020
Tuesday, July 7, 2020 9:30 AM Miami, FL
Tuesday, July 21, 2020 12:00 PM Plantation, FL
Tuesday, July 28, 2020 9:30 AM Miami, FL
August 2020
Tuesday, August 4, 2020 9:30 AM Miami, FL
Tuesday, August 18, 2020 12:00 PM Plantation, FL
Thursday, August 20, 2020 9:30 AM Miami, FL
September 2020
Tuesday, September 15, 2020 9:30 AM Miami, FL
Thursday, September 17, 2020 12:00 PM Plantation, FL
October – December 2020
Blackout Dates – No F2F’s or Contracting

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7729 | supporthealth@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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