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A great place in the call to verify LIS is on the “Medicare Determine Eligibility” plate.

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  • Right-click and open this link in a new tab to open the step-by-step Marx guide.

  • Follow the instructions in the guide to determine:

    • Customer’s name as it appears on their Medicare card

    • Date of Birth

    • Address

    • Part A/B eff dates

    • Current plan along with plan’s effective date

    • LIS (Low Income Subsidy) level
      Note: If customer does not have LIS, they do not have Medicaid.

On the “Medicare Verify Coverage 2” plate:

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Tip: Be aware that the application allows agents to indicate the participant does not have Medicaid. The agent must indicate Medicaid eligibility and enter the Medicaid number on the app for a D-SNP enrollment.

Enrollment Reasons

Plan

Medicare Code/Reason

Dialer

Code/Reason

Uses

MA/MAPD/PDP

IEPMDEIEP

MDE

May not be used again after the plan goes into effect

MA-Only

ICEP

ICEP

May not be used again after the plan goes into effect

Medigap

GI

GI

May be used multiple times until the enrollment window expiresbe used once per quarter.