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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
Sales Tips:
With extra help/LIS as long as the plan covers the medications they will be covered at the prices on the LIS Table or what the plan cost is which ever is less.
They will pay the same amount under LIS for a 90 day supply as a 30 day supply.
They will not have the following extra cost
The gap phase
Part D IRMMA
Part D late enrollment penalty
Enrollment Reasons
Plan | Medicare Code/Reason | Dialer Code/Reason | Uses |
---|---|---|---|
MA/MAPD/PDP | MDE | MDE | May be used once per quarter. |
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