- IntroductionLesson 101:17
- Finding Specific Part D NeedsLesson 201:44
- Presenting Part D PlansLesson 302:00
- Enrolling in a Part D PlanLesson 401:40
- Verifying Enrollment and Plan MaterialsLesson 501:24
- Follow Up With Your ClientLesson 601:32
- Next StepsLesson 700:31
Verifying Enrollment and Plan Materials
Once you’ve submitted the application, what comes next?
Your clients may be asking that same question!
By providing next steps for the client, you can give them peace of mind as they’re waiting.
So, what should your clients expect after they enroll?
To start, within 10 days, they should receive a notice whether their enrollment was accepted or rejected by CMS.
If accepted, they should also receive proof of their health insurance. Often this will be their Member ID card but could also be a notice to the member that they can use temporarily until they receive their official ID card.
They should receive these items prior to their effective date, but plan materials could be received after depending on the timing of their enrollment.
In addition to the items we just mentioned, the Part D carrier may have other steps they take, like a member welcome call or other forms of outreach.
Provide the roadmap of what to expect to give your client peace of mind.
You can continue to serve them by monitoring their enrollment on a carrier portal or contacting the carrier to confirm enrollment with them.
This is a great way to solidify your working relationship with the client. But there is one more step you can take to build client retention.
We’ll cover that in our next lesson.
