Enrolling in a Plan

Since there is no medical underwriting, like with Medicare Supplements, Medicare Advantage enrollments are actually pretty straightforward.

The enrollment form will collect information on your clients, like their address and their Medicare details, as well as other information, like any additional coverage they might have, their eligibility, and their preferred payment method.

As long as your client is within an eligible enrollment period, they should be all set.

In addition to a simple enrollment process, there are a myriad of ways to submit applications, so it’ll be easy to find the one that’s right for your business.

We’ll cover paper and electronic submissions, as well as some tips for completing each. Let’s start with paper applications.

Paper applications can generally be submitted through fax, mail, or secure upload via a carrier portal.

Whichever option you use for submitting, just make sure that the handwriting is legible, the application is complete, and you do not alter your client’s signature or the associated date.

Another tip for submitting error-free applications is to make that transition to eApplications, if possible.

eApplications, or eApps, provide checks to make sure that you are completing applications, takes messy handwriting out of the equation, and ensures compliance with digital signatures. There are other third-party electronic enrollment options and many carriers are going to have an eApp process of their own.

What’s most important, as we mentioned earlier in this lesson, is finding a process that works best for you and your business. Whether you’re submitting paper or electronic applications, agents that are registered on RitterIM.com can reference our Ritter Docs carrier pages for detailed instructions.

Now that we’ve reviewed the application process, we can move on to what your client can expect next.

Mentioned in this Lesson:

Ritter Docs Carrier Pages Watch the Next Lesson