Have you ordered your 2021 Medicare Advantage supplies? Do you have all the requirements met to place your supply order? Are you going paperless and switching to online enrollments? How much is too much? The Annual Enrollment Period is only a few weeks away and with your schedules filling up it’s important to have supplies ready to go. This quick article will share the Do’s & Don’ts of getting AEP supplies.
2021 AEP Supply Do’s and Don’ts
Do’s
If you completed 2021 certifications and AHIP, you will receive an email from your carrier reps with instructions on ordering supplies and getting marketing material. The marketing material is a must for each carrier and goes along with presentations to potential clients. Do order supplies from all carriers you certified with and have some stashed for appointments. You want to provide the best plan for your client’s needs; not just what pays the most. Do bring your laptop in case you need to do a paperless application (e-App). This will save you if you run out of needed material.
Don’ts
When it comes to ordering supplies, too much can be a bad thing. Don’t over order and get stuck with material you have to toss at the end of the year. Don’t order plans you can’t sell in the areas you are working in. Don’t order or take supplies you are not appointed with – this will get you flagged, and the carrier will keep the commissions. If a plan is right for the client, reschedule the meeting then get certified.
If you run out of materials, don’t worry. Agents can either: a) contact local reps for extra copies or b) pick up supplies from Empower Brokerage if you are contracted with us.
Open House
If you need supplies, join us for our annual Open House at a Texas location near you on Friday, October 9th. At our Open House, you can pick up 2021 AEP Supplies; ask questions; enjoy lunch on us, and catch up with your favorite brokerage team. Register Now to attend an Open House in your area.
When
Friday, October 9
10 a.m. – 2 p.m. (same day and time for each location)
Where
Austin, Corpus, Christi, Edinburg, El Paso, Harlingen, Houston, Laredo, Rio Grande City, Southlake, Tyler
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