Medicare
Supplement Tools
Wellcare Telephonic Enrollment
Telephonic Enrollment Steps:
Before the Application:
•Call the Appointment Verification Line (AVL) to capture agreement and a Scope of Appointment (SOA). Calling the AVL does require the beneficiary to be on the line. At the end of the call, you will be provided with an AVL code; be sure to record it, as it is required to conduct the telephonic enrollment process. The AVL code will ensure the agent is credited for the sale and remains the agent of record (AOR).
•National AVL: 877-780-3920
•PDP AVL: 877-297-3625
•The AVL is available 7:00 AM - Midnight, EST.
•If the member has Medicaid or LIS, be sure to call the SPOP line to verify eligibility.
•SPOP: 866-211-0544
Press 1 for English, it will put you on hold for a Wellcare representative
PLEASE HAVE YOUR AGENT ID READY
They will ask for the Beneficiary’s Name as spelled on their Medicare card, their address, their county, phone number
•Complete a thorough and compliant sales presentation, including discussing plan premiums, preventive services, hospital, ER, ambulance, supplemental, and Part D drug coverage (if applicable).
•Gain confirmation that the beneficiary is ready to enroll.
Have the Following Items Ready:
•AVL Code
•Plan name
•Plan effective date
•Beneficiary's date of birth
•Special Election Period (SEP) being used on application
•Medicare Beneficiary ID# (MBI) (from Medicare's red, white, blue card)
•Part A effective date
•Part B effective date
•During the enrollment they will ask the beneficiary for consent to contact them by phone and text for other Health products. Many seniors already complain about the amount of phone calls they receive that they don’t understand. We suggest the client select NO.
Taking the Application by Phone:
1. With the beneficiary on the line, initiate a 3-way call to 844-914-0020.
2. Remain on the line with the beneficiary and call center representative. You, the agent, will remain the point of contact for any plan or benefit related questions. Note: In most instances, the call center representative is non- licensed and is not permitted to answer any benefit questions.
3. Field agent will remain the agent of record (AOR) for the sale.
4. Enrollment is processed and submitted by the call center representative.
Telephonic Enrollment Important Notes:
Specializing in Medicare and Senior Products
Long Term Care, Annuities, & Life Insurance
Dental & Vision Plans
Address
Golden Years Design Benefits Inc.
55 Schanck Road Suite A-14