2019 aep: get ready to sell!...2019 aep: get ready to sell! aep only lasts 54 days, so it’s...

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2019 AEP: Get Ready to Sell! AEP only lasts 54 days, so it’s essential to stay organized and get a head-start. Follow this easy guide, and you’ll be on your way to a successful AEP! For agent use only. | carevalue.com | 855-888-8326 | [email protected] June - July Get a Head Start on Contracting The turnaround time for processing contracts increases as AEP approaches, so get a head start this year and get contracted early! 1 June 18th Complete 2019 AHIP We offer a $50 discount on AHIP, so be sure to use our link here to complete AHIP’s Medicare and Fraud, Waste, and Abuse Training. 2 July 2018 Get Carrier Certified Visit each carrier’s broker portal to complete certification — or check out MARC for an all-in-one resource for certification dates/requirements. 3 July 2018 Order Supplies Early Even though CMS does not allow carriers to send sales materials prior to October 1st you can still get your orders in early after certification. 4 Aug - Oct Complete Product Trainings Be prepared for AEP by knowing which plans you’ll offer by completing carrier specific product trainings and modules on their online portals. 5 Sept 2018 Expansion and Retention Get any call lists or leads in order before AEP — that way you don’t lose selling time! 6 Oct 1st You’re Ready to Pre-Market! You can begin to pre-market that way you’re ready to sell October 15th! 7 STEP STEP STEP STEP STEP STEP STEP

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Page 1: 2019 AEP: Get Ready to Sell!...2019 AEP: Get Ready to Sell! AEP only lasts 54 days, so it’s essential to stay organized and get a head-start. Follow this easy guide, and you’ll

2019 AEP: Get Ready to Sell!

AEP only lasts 54 days, so it’s essential to stay organized and get a head-start. Follow this easy guide, and you’ll be on your way to a successful AEP!

For agent use only. | carevalue.com | 855-888-8326 | [email protected]

June - JulyGet a Head Start on ContractingThe turnaround time for processing contracts increases as AEPapproaches, so get a head start this year and get contracted early!

1June 18thComplete 2019 AHIPWe offer a $50 discount on AHIP, so be sure to use our link hereto complete AHIP’s Medicare and Fraud, Waste, and Abuse Training.

2

July 2018Get Carrier CertifiedVisit each carrier’s broker portal to complete certification — or check outMARC for an all-in-one resource for certification dates/requirements.3

July 2018Order Supplies EarlyEven though CMS does not allow carriers to send sales materials priorto October 1st you can still get your orders in early after certification.4

Aug - OctComplete Product TrainingsBe prepared for AEP by knowing which plans you’ll offer by completingcarrier specific product trainings and modules on their online portals.5

Sept 2018Expansion and RetentionGet any call lists or leads in order before AEP — that way you don’t lose selling time!6

Oct 1stYou’re Ready to Pre-Market!You can begin to pre-market that way you’re ready to sellOctober 15th!7

STEP

STEP

STEP

STEP

STEP

STEP

STEP