|
|
CareFree is here to help with your final preparations for AEP. Before you begin
marketing and selling, review this Top 10 list to ensure your sales activities
are compliant. Click the plus sign after each topic to learn more.
|
|
1. Agents Must be Fully Contracted and Certified
|
 |
|
|
2. Update Sales Kits with 2020 Star Rating Information
|
 |
|
|
3. Don’t Market Before 10/1
|
|
|
|
4. Marketing from 10/1 to 10/15
|
|
|
|
5. Submit ALL Events and Event Updates to Carriers
|
|
|
|
6. Submitting Applications in AEP
|
|
|
|
7. Unsolicited Direct Contact / Consent-to-Contact / SOA
|
|
|
|
8. Ways to Avoid Receiving Member Complaints
|
|
|
|
9. Customer Service
|
|
|
|
10. Preparing for OEP
|
|
|
|
IMPORTANT!
If for some reason your client is not pleased with their 2020 plan selection, agents and
brokers may use the OEP to make the changes below once between 1/1 and 3/31.
|
|
|
|
