Maximizing Medicare Sales with Special Enrollment Periods
Maximizing Medicare Sales with Special Enrollment Periods
General Information about Enrollment/Election Periods: Use the Carrier Enrollment Period Guides below to assist in choosing the correct enrollment period prior to completing an enrollment form.
General Information about Enrollment/Election Periods: Use the Carrier Enrollment Period Guides below to assist in choosing the correct enrollment period prior to completing an enrollment form.
Weather Disaster SEP’s - how to find SEP lists on Carrier Broker Portals
Weather Disaster SEP’s - how to find SEP lists on Carrier Broker Portals
Aetna
Log in to the broker portal, Producer World
Scroll down and click on Individual Medicare under News Heading….different than from Individual Medicare in the top toolbar
On Producer News page click on Individual Medicare tab
Click on SEP announcements and a menu will open by month and state
Anthem
Log in to the broker portal, Producer Toolbox
Scroll down to Medicare Quick Links on right side
Click on Broker Connect
Click On Communications in upper toolbar
Scroll down to Updated SEP Disaster Declaration List
Click on Learn More and an excel file will download
Cigna
Log in to the Broker Portal, Cigna for Brokers
Scroll down to Tools and click on Medicare Producers University
Click on Resource Center
Click on Agent Communications
Ongoing SEPs, Disaster, and Emergency Declarations
Click on Ongoing SEP Tracker and an Excel sheet will download
Devoted
Log in to Devoted Agent Portal
On home page scroll down to Sales Tools heading
You’ll see a link “View active SEP list”
Click on that list and a pdf will open
Humana
Log in to Broker Portal, Vantage
Scroll down until you see Additional Resources heading (on the right side)
Look for a hyperlink titled “SEP for Individuals Affected by a Disaster or Emergency”.
Click on the hyperlink and it will open a pdf showing all available SEP’s by state.
WellCare
Log in to Broker Portal
Click on Centene Workbench
Under Quick Links heading click on Broker Quick Links
Scroll down to Application & Enrollment Resources
Under Special Election Periods, click on Active SEP’s hyperlink
A new window will open with Active SEP’s
UHC
Log in to broker portal, Jarvis
Type in SEP in Search Bar
Scroll down and click on “State SEP Information” link.
An Excel document will download showing available SEP’s
LIS Training Video
LIS Training Video
Dual Eligible Training Video
Dual Eligible Training Video
Informational Spark Pages
Informational Spark Pages
Dual/LIS Special Election Period Change
Dual/LIS Special Election Period Change
Starting in 2025, full dual-eligible beneficiaries will have access to a new monthly SEP, which allows enrollment in highly or fully integrated Dual Special Needs Plans (HIDE/FIDE SNPs).
In addition, any beneficiary qualified for LIS or Medicaid will be eligible for a monthly SEP to disenroll from their Medicare Advantage plan, return to Original Medicare, and enroll in a Prescription Drug Plan (PDP).
The quarterly SEP that many have used in the past for dual-eligible individuals and those receiving Part D low-income subsidies (LIS) is no longer available.
The SEP available for the first 3 quarters of the year ended on September 30, 2024.
UHC has state guides on Jarvis. Here are instructions: Jarvis>Knowledge Center>Medicare Product Resources>Dual Eligible Special Needs Plans>State-Level D-SNP Enrollment at a Glance Guides>State (click on state of client’s residence)
Carrier Specific Information
Carrier Specific Information
UHC has Individual State Guides
UHC has Individual State Guides
State Guides HERE or on Jarvis. Here are instructions to get there: Jarvis>Knowledge Center>Medicare Product Resources>Dual Eligible Special Needs Plans>State-Level D-SNP Enrollment at a Glance Guides>State (click on state of client’s residence)
Wellcare 2025 Dual Eligible Plan Enrollment guide
Wellcare 2025 Dual Eligible Plan Enrollment guide
Molina has a 2025 Plan guide which shows HIDE/FIDE/AIP
Molina has a 2025 Plan guide which shows HIDE/FIDE/AIP