Opening

Greeting Landing Page:

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Introduction:

• Branding

• First and Last Name of Agent

• Agent licensure acknowledgement

• Customer First and Last Name

• Member verification

• Member ID

• Address

• Zip Code

• DOB

• Phone Number

 If you are going to present a plan, Go to “Unsure of Plan/Switch Plan:”

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Eligibility Landing Page:

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The following Disclaimer must be read:

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 The following scripting must be read:

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If you already know the member’s enrollment period, simply restate it for the recording. If you have not yet identified an enrollment period, you must read this section:

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Complete the Needs Analysis section

Gathering Medications and Pharmacy

Start by creating a new Profile by clicking “New beneficiary”

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Verify and accurately enter the following:

• Zip Code

• First and Last Name

• County

If you have obtained the following, please also enter:

• DOB

• Phone Number

• Home address
  

Scroll to the bottom and click “Continue to Plans:”

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On the left side of the screen, click the “Preferences” dropdown, followed by “Add Preferences:”

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Select the “Prescriptions” tab and search for each medication:

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The following items must be verified when gathering medications:

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• Name of Rx (Example: Lisinopril or Lisinopril/HCTZ)

• Dosage Type (Example: Capsule or Tablet, 5mg or 10 mg)

• Quantity (Example: 30/60/90)

• Frequency (Example: per month, etc)

If there is a generic option, you MUST ask the following:

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Pharmacy

Verify the member's preferred pharmacy:

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Plan Presentation

Review plan details for the most cost effective plan by clicking “Plan details:”

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MAPD Call Requirements:

MA ONLY Plans

The following must be verified on EVERY call:

1. Plan name and premium [Extra Help/Medicaid: Should be quoted from the LIS table and original premium of the plan]

2. Pharmacy Deductible [Extra Help/Medicaid: Should be quoted from the LIS table]

3. List at least 1 preferred pharmacy

4. Medical deductible

5. PCP & Specialist Copays

6. ER Copays

7. State that the mail order pharmacy is CVS Caremark

8. REQUIRED to identify 1 PCP & at least offer to look up Specialist and Hospitals

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PDP/MAPD Call Requirements:

PDP/MAPD Plans

The following must be verified on EVERY call.

1. Plan name and premium [Extra Help/Medicaid: Should be quoted from the LIS table and original premium of the plan]

2. Pharmacy Deductible [Extra Help/Medicaid: Should be quoted from the LIS table]

3. List at least 1 Preferred Pharmacy. If you originally selected a Standard Pharmacy click the Pharmacy Directory link to find a Preferred Pharmacy:

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4. State that the mail order pharmacy is CVS Caremark

6. Prescription Copays

a. State copays for each tier [Example: Tier 1 drugs have a $___ copay; Tier 2 drugs have a $ __ copay; etc] This must be stated regardless of whether the member currently has any prescriptions

b. State whether the tier applies to the deductible [Example: The deductible for this plan applies to tiers 3, 4, and 5. Some of your drugs are tier 3 so the deductible will apply to those drugs”]

c. Quote drug tiers that will apply to the caller that year ???

7. State applicable drug restrictions for each medication [ie: Quantity Limits, Step Therapy, and Physician Authorization]

Screenshot Needed

Note - To Identify copays for the various phases (Coverage gap/Catastrophic coverage) the caller will go to the Total Costs Tab at the top:

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Closing the Sale

Remember to ask for the sale

If Yes:

• Move to Enrollment section - send the quick quote and read the following email disclaimer:

  • "Providing an email address authorizes us to contact you via email. Your email address will be handled consistent with our Privacy Policy, which you can find on our website at www.aetnamedicare.com”

• Inform caller they will get 2 emails (check SPAM folders)

• Proceed to the Enrollment Checklist Tab in Contact Center

If No:

• Go back to Contact Center - Follow the “Offer Tree Landing Page” instructions to send an ekit or paperkit

Enrollment Section

Enrollment_1 Landing Page:

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Enrollment Checklist Tab

• Read all mandatory verbiage verbatim - TE Checklist

• Have member gather the Medicare card and read the card verbatim: First Name, Last Name, Middle Initial, Medicare Number, Effective Dates of Part A and Part B

• Confirm if they are calling for themselves or someone else

• Re-verify the caller information
  

Enrollment_2 Landing Page:

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• Enter plan Contract number and PBP numbers (located in CNRX after the name of the plan selected)

• Re-Verify information (don’t forget to verify whether they have Employer or Union health coverage)

• Select the type of MA plan:

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CNRX Application:

Select “Add to Cart”

Section 1: Contact Info

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• Restate the enrollment period to the caller (add date if applicable)

• Restate the requested Effective Date

• Restate member information

  • First Name and Last Name, Middle Initial

  • DOB

  • Gender (Example: For the recording, can you state your gender?)

  • Phone Number

  • Email (If you read the disclaimer already, you DO NOT have to reread this disclaimer)

  • Address Including city, state, and zip

  • Additional Mailing address including city, state, and zip
    

• Physician Selection

  • Primary Care Name

  • Confirm if they are an existing patient

Selection 2: Benefit Info Tab

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• Read the following verbatim:

  • “Some individuals may have additional prescription drug coverage, including other private insurance, TRICARE, Federal Employee Health Benefits, VA benefits, or State Pharmaceutical Assistance.”

  • Read and Answer all Yes/No questions verbatim

  • Would you prefer your documents in a language other than English?

Section 3- Other Info

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• Phonetically reverify the Medicare Number

• Reverify Part A and B effective dates

• Read all disclaimer verbiage verbatim in green:

  • Social Security

  • Extra Help

• You MUST offer all 3 payment options. Select payment option and read the bullets verbatim in that section:

  • You can pay by automatic withdrawal from your Social Security or Railroad Retirement Board Benefits check

  • You can choose automatic deduction from your bank account (checking or savings)

  • You can pay by mail (Choose this option if the plan has a $0 monthly premium)

Section 4 -Agent Info

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DO NOT READ, Select Yes, “You agree to the above statements”

Section 5 - Review & Submit

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• Read the verbiage in green verbatim and click on the Drop downs for: Personal Information, Important Questions and Medicare Information

  • Read these sections non-stop and ask caller to stop you if anything is incorrect, use phonetics if necessary

Enrollment_2 Landing Page

• Play the audio disclaimer

• Read this declaimer

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• Verify who is completing the enrollment

• Read the “What to expect” Section

• Provide the caller the confirmation number and have them repeat it back

  • Copy the Confirmation number

• Read this statement:

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• Read this section:

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• Paste the confirmation number

• Closing:

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