Medicare Quoting and Submission Guide

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Published: 11.12.2024

My Savoy Benefits has put together information and tips to help you ensure a smooth quoting and enrollment experience for you and your Medicare clients. Visit our guide below to learn more.

• Medicare Quoting​
• Medicare Application Submission
• Digital Quoting and Enrollment Platform
• Pro Tips for Successful Medicare Enrollments

 

Medicare Quoting

Here is what you need to make Medicare quoting a breeze.

• Scope of Appointments (SOAs): SOAs must be completed 48 hours before meeting with the client to discuss plans. The 48-hour rule does not apply to the following:
  • SOAs that are completed during the last four days of a valid election period for the beneficiary.
  • Unscheduled in-person meetings (walk-ins) initiated by the beneficiary.
• Member’s personal data:
  • Name
  • Date of birth
  • Zip code
  • Part A & B dates (typically for Medicare Supplement quotes)
• List of Medications: A list of all medications including the dosage and frequency for more accurate costs (typically for Medicare Advantage/Part D Prescription plan quoting).
• List of Doctors: A list of the member’s doctors. All doctors should be researched and confirmed with plans quoted to accurately recommend a plan (typically for Medicare Advantage plans).
• Medicaid, Low-Income Subsidy or State Pharmaceutical Details: Ask the member if they are on any of these programs to ensure the correct plan type and correct prescription costs as these programs often assist with costs associated with copays or coinsurance.

Medicare Application Submission

​Here is what you need to make Medicare application submissions a breeze.

• Member’s full personal data:

  • Name
  • Date of birth
  • Full resident address
  • Mailing address (if different from resident address)
  • Medicare number
  • Part A & B dates
  • Correct and applicable special election selection (new to Medicare, coming off an employer plan, losing current coverage, etc.)
• Select the mode of enrollment:
  • PlanCompare Edge/Connecture
  • Carrier Broker Portals
  • Or, submitting a scanned “paper” application to medicare@savoyassociates.com
    • Paper enrollment forms can be downloaded from the Forms section of our website.
• Status and Approval:
  • Can be found through the specific Carrier Broker Portals
  • You can request status and approval status by emailing medicare@savoyassociates.com

Connecture PlanCompare Edge – Digital Quoting and Enrollment Platform

My Savoy Benefit's digital enrollment tool, Connecture PlanCompare, allows you to efficiently manage your business and provide better client support.

• Safely record and store telephonic calls for the required 10-year minimum
• Electronic Scope of Appointment (SOA) available via text or email
• Quickly quote and compare plans from multiple carriers
• Manage all your clients' data in one central location
• Real time submission confirmations and status information
• No need to carry around multiple enrollment kits or deal with paper applications

Please note: For Horizon/Braven enrollments through Connecture, you will be directed to Horizon's client-facing website. It is important that your name and NPN are added after the client’s signature. This will ensure the client is tied to you. You will receive commissions and status updates from the My Savoy Benefits Medicare team.

If you are not already signed up for this free broker resource, we encourage you to contact our team today to learn how you can get set up.

My Savoy Benefits Pro Tips for Successful Medicare Enrollments

• Online enrollment is the way to go.
  • Typically, when it comes to online enrollment there is no real room for error. Most of the time, the system will know when a date of birth is missing or a Medicare number is too short or too long, etc.
  • We will continue to accommodate any paper enrollments but encourage you to reach out for a demo on online enrollment submission if you are unfamiliar with the process.
• Keep your scope of appointments organized.
  • It is mandatory to keep a record of any SOAs for 10 years. It is important to have these organized and readily available as carriers can ask for them to be shown at any time.
• Send us your enrollment confirmations.
  • When doing online enrollments, send your enrollment confirmation along with the scope of appointment to medicare@savoyassociates.com. We can help you keep track of the status of your enrollment as well as store the SOA securely for any carrier requests.

My Savoy Benefits is ready to help!

Get set up for success—contact our team to learn about the latest tools, resources and technology to help you stay current on all things Medicare.

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