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 |
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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. |