Agent Tools

 

Agent Tools

 

NEW MEDICARE CARDS

Understanding the Medicare Beneficiary Identifier (MBI) Format

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ELECTION PERIOD WORKSHEET

Election Period Coding – “Cheat Sheet” Application Coding

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MEDICARE.GOV

The Official US Government Site for Medicare

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GOOD RX

Discount Prescription Drugs

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MEDICARE A&B COSTS

Costs of services with Medicare Part A and Part B

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APPLY FOR MEDICARE

How to Apply Online for Medicare Only

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ELECTION PERIOD BOOKLET

Election periods for Medicare Advantage and Prescription Drug Plans.

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MEDICARE SAVINGS PROGRAM

Get help with your Medicare costs

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ZIP CODE FINDER

free ZIP code finder.

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ORDER SUPPLIES

How to Order Supplies from Different Carriers.

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MARKETING COST CALCULATOR

How much should I spend for AEP Marketing?

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Your Current Book of Business

 

Reach out to your book of business and let them know you’re now in the Medicare Business can help them.

Book of Business Letter: T65 Version

Book of Business Letter: Over 65 Version

 

How to apply for help with Prescription Drug Plans

 

Apply: https://secure.ssa.gov/i1020/start or www.socialsecurity.gov/extrahelp

After you submit your application, Social Security will review it and send you a notification in the mail if you are eligible. If you qualify for Extra Help and are not yet enrolled in a Medicare Part D Prescription Drug Plan, you can enroll in a plan at that time.

Review of Eligibility for Extra Help

PDP Income Limits Resource

 

Medicare Quoting Tool (CSG)

 

Medicare Supplement & MAPD Quoting/Comparison Tool

Username and password for Comparison tool:
Username: [email protected]
Password: Caress2019$$

 

Marketing Options

 

  • Doctor office or pharmacist: leave business cards or flyers
  • Post copies of your flyers at local community or senior centers
  • Team up with other insurance professionals
  • Agent Website Help & Maintenance with Ken French

 

*We’re open to other marketing ideas and helping you with your marketing goals. If you want to try something else, let us know and we’ll plan it out with you.