Can I switch this person to a diff. MA?

May 21, 2007

  1. senior-advisor-indiana
    Offline

    senior-advisor-indiana Guru

    Posts:
    11,305
    Likes Received:
    235
    State:
    Indiana
    I have a referral from a client, I called him today and he said a guy that works with me just left. I said no, he doesnt work with me. What did he sign u up on?

    He signed him up today on an MA plan. He just lost his group coverage. If I see him tomorrow can I cancel that MA to sign him up on a different MA? Or is he stuck with that one. He just signed up a couple hours ago.
     
  2. midwestbroker
    Offline

    midwestbroker Guru

    Posts:
    2,372
    Likes Received:
    49
    State:
    Missouri
    He will have to cancel the application that he filled out, then he can enroll with you. He should be able to do that with a call to the first carrier.

    In general, Medicare will go with the last signature date if two apps are taken in the same month, but that does not always happen.
     
  3. senior-advisor-indiana
    Offline

    senior-advisor-indiana Guru

    Posts:
    11,305
    Likes Received:
    235
    State:
    Indiana
    Good. Thats what I wanted to hear.
     
  4. BizyGuy
    Offline

    BizyGuy New Member

    Posts:
    14
    Likes Received:
    0
    Hey ther SAI,
    your client would not be actualy enrolled to the first of the month anyway as plans strt and stop on the first. So the last one entered should be the good one.
    Regards
    Steve B
     
    BizyGuy, May 22, 2007
    #4
  5. Cenla Agent
    Offline

    Cenla Agent Guru

    Posts:
    1,026
    Likes Received:
    7
    State:
    Louisiana
    It should be that way, but not necessarily. I've been told that that's not necessarily the case even with the same company i.e. enrolling in a standalone PDP and then a MA. I'd try to get the enrollment nullified if possible, (to make sure it never gets to CMS) but expect a runaround.
     
  6. GreenSky
    Offline

    GreenSky Guru

    Posts:
    15,339
    Likes Received:
    461
    State:
    Nevada
    Were you able to write your prospect? I've been wondering for awhile.

    Rick
     
    GreenSky, Jul 23, 2012
    #6
  7. senior-advisor-indiana
    Offline

    senior-advisor-indiana Guru

    Posts:
    11,305
    Likes Received:
    235
    State:
    Indiana
    I have no idea.........
     
  8. DS4
    Offline

    DS4 Guru

    Posts:
    4,132
    Likes Received:
    372
    State:
    California
    After 5 years, they are probably dead.
     
    DS4, Jul 23, 2012
    #8
  9. GreenSky
    Offline

    GreenSky Guru

    Posts:
    15,339
    Likes Received:
    461
    State:
    Nevada
    No, I'm pretty sure SAI is still alive. His wife mentioned something about him being dead but that might be something else.

    Rick
     
    GreenSky, Jul 23, 2012
    #9
  10. senior-advisor-indiana
    Offline

    senior-advisor-indiana Guru

    Posts:
    11,305
    Likes Received:
    235
    State:
    Indiana
    I wish you would stop answering her calls. I don't want her to purchase any life insurance on me...:goofy:
     
Loading...