Enrolling in a Part D Plan

One of the benefits of offering Part D is simple enrollment!

What makes them simple? Since there is no health underwriting required to enroll, clients with an eligible enrollment opportunity have a straightforward enrollment process.

The application will include items like Medicare and demographic information, other coverage, and enrollment period attestation.

Not only do PDPs offer simple enrollments, but there are many ways to submit business. This means you can find a submission option right for you and your client. One option is paper applications.

If you are completing a paper application, you should be able to send that to the carrier via fax, mail, or secure upload on their portal, depending on the carrier.

There are some general guidelines we’d recommend like writing legibly and ensuring the entire application is completed.

Additionally, you should never alter a client’s signature or signing date.

Looking for another tip for error-free enrollments? Consider using an electronic platform!

Not only do electronic applications bypass illegible writing, but they may also have built-in checks to help ensure the application is complete before submitting.

There are many different online enrollment platforms like the Integrity Platform and carrier enrollment portals, to name a few.

Remember, these are all options available to you. Check them out to find which one works best for you and your business.

Now that you’ve submitted the application for your client, what comes next?

Find out in our next lesson!

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