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Medicare Sales Training

Medicare and the T-Graph System

FEMA T-Graph

Derek Cullum introduces the Medicare T-Graph. Click below for downloadable resource.
Medicare T-Graph

Digital and Online Applications and Forms

Part B Enrollment

Use either of the buttons below to enroll your client into Part B of Medicare. The top button is the paper application you can fax in. The bottom button is a link to the online application on the Social Security Administration’s website.
Part B Paper Application

Paper Scope of Appointment

Below is a link to access and download the paper Scope of Appointment.
Digital Scope of Appointment
Online Application

Texas Medicaid

Use either of the buttons below to enroll your client into Texas Medicaid. The top button is the paper application that you can fill out and fax in. The bottom button will take you to YourTexasBenefits for the online application process.
Medicaid Paper Application
Your Texas Benefits Website

Low Income Subsidy

Below is the link to the Social Security Administration website where you can apply your client for Low Income Subsidy.
LIS/Extra Help Application

Medicare Center

Use the link below to access to Medicare Center
Medicare center

Medicare Telesales

United Healthcare

UHC allows you to obtain a remote signature for the Scope of Appointment in the LEAN Application.
UHC allows you to compliantly present the Plan and Summary of Benefits over the phone.
​The beneficiary does not have to have a booklet in hand. You may fill out the application for the beneficiary and then use a remote signature in order to have them sign.
​See below for the UHC LEAN Remote Signature process.

UHC LEAN Remote Signature

Input your United Healthcare Agent Info in order to access the video. The video allows you to scroll in order to input your information. Below the video is the PDF Resource.
Remote Signature Resource

Humana

Humana allows you to obtain the Scope of Appointment using telephonic recording, the phone number is below.
You must email the Digital Summary of Benefits to the beneficiary.
You can access training for this on the Humana MarketPoint University by searching for Digital Marketing Materials.
After making the compliant presentation, you can then email the client a link for the beneficiary to fill out the application.
​The link is connected to your SAN Number with Humana.

Telephonic Scope of Appointment

866-945-4471

FastApp Enrollment

You can complete a telephonic enrollment using the FastApp Enrollment App. 
You'll complete the App and, at the end, it will give you the option to complete the IVR. 
When you click that, you will receive the App ID and phone number to call.
You will key in the App ID and confirm the clients name and DOB. After that, the client will complete the rest of the process on their own.
Prepare the client for 10 minutes worth of statements and them saying "Yes" to agree. 
Pro Tip: you can edit the app at any point and call the phone number after even after you've called the phone number and started the process. Just hang up, edit the app, and re-dial.

Practice E-Hub Enrollment

You can do a practice application through E-Hub using the following Medicare ID and Effective Dates:
1AA2-AA3-AA45
01-01-2000
​01-01-2000

Enrollment Periods for Medicare Advantage


Medicare Enrollment Periods

Picture
  • Home
  • Vision and Purpose
  • New Agent
    • State Licensing
    • Carrier Contracting
    • Register for Medicare Center Access
    • Agent Access Links
    • Tech and Apps
  • Gamechangers University
    • Medicare >
      • Medicare Sales
      • Medicare Carrier Resources >
        • Aetna Resources
        • Anthem Resources
        • Cigna Resources
        • Humana Resources
        • United Healthcare Resources
        • Wellcare Resources
      • LIS/MEDICAID
      • AHIP
    • Final Expense >
      • Training Videos
      • FEX Resources
      • FEX Basic Knowledge
    • Final Expense (Spanish)
    • Telesales Resources
    • FEX Quote Tools
    • Other Resources
    • Lead Vendors