Devoted | Read our BONUS July Agency Newsletter today

Devoted | Read our BONUS July Agency Newsletter today

Devoted | Read our BONUS July Agency Newsletter today
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BONUS July Agency Newsletter

Check out this month’s Devoted Health agency newsletter, with important info, reminders, and upcoming events.

Devoted Health PY2024 Certification is LIVE!

Don’t miss out–it’s time to certify for PY2024! You should have received an email on 6/26 outlining Devoted Health’s registration and certification process for PY2024. Our process is a “one-stop-shop” model and our goal is to keep the experience easy so that agents can complete the process in a few simple steps. If you have any questions, please reach out to agent-support@devoted.com!

This month’s Spotlight: Lynn Holland, Director of Sales Operations Integrity!

Hi – I’m Lynn Holland, Director of the Sales Operations Integrity team here at Devoted.  I joined the company in December and I am so excited to be part of the Sales organization. I have almost 25 years of diverse experience in the Medicare managed care industry, both in the private and public sector. My Medicare career started at CMS, where I spent 17 years at CMS in a variety of roles supporting the Medicare Advantage and Part D regulations. Following CMS, I worked at Aetna/CVS as a Senior Director within Medicare compliance, then an independent consultant, and for the past two years as the Medicare compliance officer at a TPMO before coming to Devoted. I live in New England (Southern Vermont) with my wife, 4 human kiddos, and a few furries too!

Let me also share a little bit about my team.

Who is Devoted’s Sales Ops Integrity Team?

The Sales Ops Integrity team sits within the Devoted Sales Team. While we are not “compliance”, we support compliance functions related to sales and marketing here at Devoted, including sales agency marketing material reviews, agent and marketing complaints & investigations and lots of other oversight activities for Devoted Health’s sales distribution channels.

If you have questions related to CMS sales and marketing guidelines, we can help! Our team is committed to helping you provide a hyper-compliance approach when selling and marketing to Medicare beneficiaries. And we are excited to partner with you so you can be successful in your roles as we dramatically improve the health and well-being of our members – by caring for each and every person like they are literally family.

CMS Review Process for Medicare Card Image and Updated PECL Language

CMS recently announced the process for obtaining approval for Marketing and Communication material with the Medicare ID card image, along with new required language for the Pre-Enrollment Checklist (PECL).

Use of Medicare Logo

TPMOs that plan to use the Medicare card image (logo) on any marketing or communication piece must send the material to CMS for approval. The material must be sent via email to the CMS marketing mailbox at Marketing@cms.hhs.gov with an attached copy of the material that includes the card image. CMS suggests all pieces using the Medicare card include a disclaimer near the image that indicates they are not affiliated or endorsed by CMS, HHS, the Federal Government, etc. Once approved by CMS, the piece and the CMS approval email must be submitted to the HPMS marketing module using the SMID of the marketing piece.

Additional Language Required for the Pre-Enrollment Checklist (PECL)

For PY2024 materials, CMS will require new language regarding the impact the new enrollment will have on existing coverage. While an updated model PECL will be released later this summer, CMS wanted to provide their following approved checkbox language to insert under the “Important Rules” header:

“Effect on Current Coverage. Your current healthcare coverage will end once your new Medicare coverage starts.  For example, if you are in Tricare or a Medicare plan, you will no longer receive benefits from that plan once your new coverage starts.”

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

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IBX | Medicare Business Updates, Healthy You!

IBX | Medicare Business Updates, Healthy You!

IBX | Medicare Business Updates, Healthy You!
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Independence Edge

Medicare updates for July

Start preparing to sell during this year’s AEP season with information about certification improvements, virtual and in‑person information sessions, member communications, and helpful collateral.  FULL ARTICLE

July Healthy You!

Check out the latest issue of Healthy You!, our monthly newsletter of reliable, engaging information that educates members on a variety of health and well‑being topics.

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

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Contact a Pinnacle Financial Service representative today for assistance.

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Wellcare | 2024 Annual Certification Training and Contract Recertification – Available Today!

Wellcare | 2024 Annual Certification Training and Contract Recertification – Available Today!

Wellcare | 2024 Annual Certification Training and Contract Recertification – Available Today!
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We are excited to announce the following Wellcare 2024 certification requirements will be available today, July 11th.

  • Annual Certification Training (ACT)
  • Contracting Recertification

2024 Wellcare Annual Certification Training (ACT) – Available Now!

Annually, brokers are required to complete certification requirements in order to market and sell Medicare Advantage products. We are pleased to release the 2024 Wellcare Annual Certification Training! 

Here are some highlights of this year’s Wellcare ACT:

  • The combined course certifies you to market and sell all 2023 and 2024 Wellcare Medicare product offerings.
  • Review of key product information and updates for 2024, accessible within the course with a link to plan level details at wellcarefirstlook.com.
  • New for 2024 is the inclusion of knowledge check questions throughout the course to prepare you for the final mastery exam.
  • Unlimited attempts to successfully complete the final mastery exam, and its open book!
  • AHIP and ACT transcripts are available from one location through the Centene Learning Center.

Please view the Training and Certification Requirements page for detailed instructions on the training certification process, including how to access the training site, ACT passing requirements, and helpful tips for completing the Wellcare ACT Mastery Exam.

Training Resources:

2024 Wellcare Contracting Recertification – Available beginning 2 pm EDT

To ensure our broker partners are always up to date with contractual agreements, we have built an acknowledgment feature within the Centene Workbench portal that enables you to review and acknowledge a summary of changes to the previously signed Centene Medicare Third Party Marketing Entity (TPME). In addition, you will also be prompted to attest your information on file is current and/or make changes where needed. 

Beginning July 11, 2023, as part of the 2024 Annual Certification Requirements, brokers who are currently contracted with Wellcare will receive a new 2024 Recertification workflow within Centene Workbench.

Completing 2024 Recertification case in Centene Workbench:

  • Access by logging into your portal via the Single Sign-On portal, and select the My Credentials section.
  • Select My Certification Cases.
  • You will be prompted to (1) verify Demographic, Payment Information, and Selling States and (2) sign the 2024 TPME Agreement and W9. Please Note: Licensed Only Agents and Dual Assignment Agents will not be prompted to update payment information. All agencies in addition to their principle 2024 TPME require a signature and 2024 TPME agreement. Please ensure if applicable, your agency also has a 2024 TPME signed. 

Please view the 2024 Contract Recertification Step-Action document for detailed instructions on the contracting recertification process. 

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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Oceanview | FIA Rate Increase

Oceanview | FIA Rate Increase

Oceanview | FIA Rate Increase
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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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Nationwide | In this month’s issue: Timely insights

Nationwide | In this month’s issue: Timely insights

Nationwide | In this month’s issue: Timely insights
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Offer clients growth and protection for the future

To learn more about recent enhancements to Nationwide Peak® 10 fixed indexed annuities, and how they can help clients grow and protect their retirement savings, visit our site.

View rate sheet

For agents who are contracted to sell in AK, CT, IA, MN, MS, MO, NH, NJ, NV, OH, OK, PA, RI, SC, TX, UT, WA, and WY.

View rate sheet

For agents who are contracted to sell in AL, AZ, AR, CO, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MT, NE, ND, NM, SD, TN, VT, WV and WI.

Check out this month’s timely insights and resources

NATIONWIDE THOUGHT LEADERSHIP

Nationwide Retirement Institute®: More than just financial solutions

Use our collection of resources — such as in-depth educational materials, tools and personalized consultation — to differentiate your practice.

DOING BUSINESS WITH NATIONWIDE

Clients can now access their online account anytime, anywhere

Use this guide to help new-to-Nationwide® clients set up their online account.

NATIONWIDE ECONOMICS TEAM

Cycle Watch for June 2023

Read our latest thoughts about the factors driving economic and financial market performance.

THE ADVISOR ADVOCATE® BLOG

6 tips for clients on investing their tax return

From starting an emergency fund to paying off debt, use these tax return investing tips to start a conversation.

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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