877.962.8332

Medicare Advantage Training For Agent And Brokers

Grab Your Medicare Sales Training And Marketing Guide Down Below

This sales guide goes over all the steps and processes to sell and enroll clients into a Medicare Advantage plan.

Medicare Training Starts Here…

Grab the BenaVest Health Insurance Training Presentation below.

What Is The Sales Process Flow?

Down below is a brief summary of how the Sales Process Flow works. Using this process can take new agents from starting the Medicare Advantage Training to fully trained Medicare Advantage Sales Agents.

Filling Out The SCOPE

With the free downloadable forms we provide to any agent, help your clients fill out the SOA to start the process off right. The SCOPE of appointment form is mandatory for any client, without submission they cannot talk to an agent.

Filling Out The SCOPE

With the free downloadable forms we provide to any agent, help your clients fill out the SOA to start the process off right. The SCOPE of appointment form is mandatory for any client, without submission they cannot talk to an agent.

Q's & A's

There are many questions that should be answered before finishing the Medicare Advantage sales process. Although this is a simple step, many of the questions are mandated, making this an important step in the sales process flow.

Q's & A's

There are many questions that should be answered before finishing the Medicare Advantage sales process. Although this is a simple step, many of the questions are mandated, making this an important step in the sales process flow.

Face To Face

Set an appointment to go over your clients summary of benefits and the prescription drug formulary. Advise the client where and how he or she can find information regarding provider network.

Face To Face

Set an appointment to go over your clients summary of benefits and the prescription drug formulary. Advise the client where and how he or she can find information regarding provider network.

New To MA Sales?

For the full explanation of the Medicare Advantage sales guide, use the infographic below the Do’s and Dont’s. It provides all the steps needed to get your MA sales knowledge on the right track.

New To MA Sales?

For the full explanation of the Medicare Advantage sales guide, use the infographic below the Do’s and Dont’s. It provides all the steps needed to get your MA sales knowledge on the right track.

Before You Start Selling Medicare Advantage Plans…

Complete Your AHIP Training…

AHIP training is the first step before you can start selling Medicare Advantage Plans. The AHIP Medicare training covers the basics of eligibility and benefits, along with the different types of Medicare Advantage and Part D prescription drug plans.

Complete Carrier Specific Certifications

Each Medicare Advantage Carrier requires agents to complete their annual certification. Some carriers have all online certifications, while others require a face-to-face certification.

Complete Carrier Specific Contracting…

To request Medicare Advantage Carrier Contracting, please complete the form below.

The Do’s And Dont’s Of Medicare Advantage

(For A Full List Of The Medicare Advantage Do’s and Dont’s, View The Infographic or Download The PDF Below)

DO’S

✓ Set appointments for other insurance products 48 hours AFTER the initial appointment

✓ Producers may ask members to hand out his or her agent business cards for future referrals. All Medicare business cards may only say Medicare Enrollment Specialist on them.

DONT’S

✘ Use material that is not approved by CMS or the carrier

✘ Discuss any other product other than what was discussed during the initial scope of appointment (SOA).

✘ Make any absolute statements about the plan they represent.

Valuable Medicare Advantage Insurance Tools

Valuable tools discussed throughout the Sales Process Flow below including our free medicare quoting tool for agents.

Contract With BenaVest Medicare

BenaVest provides all the best carriers nationally. We will help you contract with the most competitive carriers in your area.

Call Now ButtonCall Us Now