I'm now appointed and "Ready to Sell" for pretty much all the MAPD options in my local area. (except BSBC which isn't competitive here)
Besides just guiding clients through the Medicare.gov plan-finder tool and picking the one on top, is there a better way to narrow down the choices for someone new to Medicare?
Is there an official CMS compliant "needs analysis form" available?
Short of using a form, what are some the questions you ask at the beginning to determine which would be the most appropriate plan to discuss?
What questions do you ask to get an idea what their preferences might be regarding MG vs MA? (freedom of choice to choose providers vs. having an assigned primary care physician, etc.)
If going with MA, probably the first thing would be to ask who their chosen primary care physician will be, and then eliminate the plans not in the PCP's network.
Then probably the next thing would be to walk them through the Medicare.gov website, enter their drugs and then show the plan results. Do you just let them pick from there or do you go through each one starting with the one on top?
I know how to do a compliant MA/PDP presentation, I'm just curious what preliminary steps you guys take to decide which one to present?
Are there any online broker trainings available that go over how to do a "Medicare needs analysis"
What about a CMS compliant "competing plan comparison chart"? I usually show a client the SOB for all the plans, but having a side by side comparison sheet would be nice!
Besides just guiding clients through the Medicare.gov plan-finder tool and picking the one on top, is there a better way to narrow down the choices for someone new to Medicare?
Is there an official CMS compliant "needs analysis form" available?
Short of using a form, what are some the questions you ask at the beginning to determine which would be the most appropriate plan to discuss?
What questions do you ask to get an idea what their preferences might be regarding MG vs MA? (freedom of choice to choose providers vs. having an assigned primary care physician, etc.)
If going with MA, probably the first thing would be to ask who their chosen primary care physician will be, and then eliminate the plans not in the PCP's network.
Then probably the next thing would be to walk them through the Medicare.gov website, enter their drugs and then show the plan results. Do you just let them pick from there or do you go through each one starting with the one on top?
I know how to do a compliant MA/PDP presentation, I'm just curious what preliminary steps you guys take to decide which one to present?
Are there any online broker trainings available that go over how to do a "Medicare needs analysis"
What about a CMS compliant "competing plan comparison chart"? I usually show a client the SOB for all the plans, but having a side by side comparison sheet would be nice!
Last edited: