Medicare Advantage Form

[insuranceagent024]

Does anyone have a form with all of the required questions to capture all of the required information from a Medicare beneficiary to present a Medicare Advantage plan?

 

[Fisher]

What's your address?
Who are your doctors?
What prescription meds are you taking?

I think that's about it to present a plan.

 

[Special Agent]

What's your address?
Who are your doctors?
What prescription meds are you taking?

I think that's about it to present a plan.

also- which plan you got now and is you happy wit it.

 

[axeman462]

Does anyone have a form with all of the required questions to capture all of the required information from a Medicare beneficiary to present a Medicare Advantage plan?

you mean like a fact finder? Attached is a Client Intake sheet I used to use in my early years to get you started

 

[Fisher]

also- which plan you got now and is you happy wit it.

Does not pertain to the question asked.

 

[insuranceagent024]

I guess this is a pretty good guide...

 

[Special Agent]

Does not pertain to the question asked.

IMO it's to know someone's hot buttons but to each his own

 

[MedicareMillennia]

Does anyone have a form with all of the required questions to capture all of the required information from a Medicare beneficiary to present a Medicare Advantage plan?

When you enroll in Sunfire it has all of the requirements built in step by step as you go through the enrollment. When I used to use Jarvis for enrollments it had this as well