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Medicare Tools

Fact Finding

Medicare Profile Sheet (Agent Use)
Medicare Profile Sheet (Client Use)

Scope of Appointment (SOA)

Generic SOA (Sign)
Generic SOA (Voice)

The Scripts

General Medicare Lead Script
Carrier Medicaid Script
Booking Events Script
How to Register Your Phone so Not Spam

The Presentation

Medicare 101 Talking Points Group Setting
Medicare 101 Talking Points 1 on 1
Gold, Silver, Bronze Packages

How to Register Events

Anthem
Humana
Aetna
UHC

Client Forms

IRMAA SSA-44
Employer Request for Creditable Coverage CMS-L564
TriCare Claims Reimbursement Form
Federal BCBS Reimbursement Form
Federal BCBS Claims Form

How to Order & Discounts

FedEx Office Discount
UHC How to Order DSNP PostCards
How to Order

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