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How to be Ready to Sell

Make sure you are Ready to Sell Medicare this year

Make sure you are Ready to Sell Medicare this year

Many agents assume that once they are contracted with the insurance carriers that they’re Ready to Sell. They have leads in their hands and contracts ready to fill out, so they’re ready to sell, right?  Wrong! That is not the case. But no need to worry. There are just a few more steps to take. Before you can meet with clients and enroll them in Medicare Plans, agents must complete annual training that is required to be able to sell.

To be considered “Ready to Sell”, there are certain steps you must take to ensure that you are on the right track to sell this year:

1 – Complete AHIP Certifications.

Obtain a health insurance license in your home state; also known as your resident state. Every state has different criteria, testing centers or methodology to get your license. Typically, you can buy study materials or register for online courses with multiple vendors, and learn the applicable information in your state. Then simply schedule to take an exam with your state. And there are usually about 50 questions and the test takes less than an hour. There are fees to buy study materials, do fingerprinting, background and obtain your license. Typically the entire cost is less than $400. Check with your State Department of Insurance (DOI) to see what the guidelines are in your area. Remember, once you obtain your license, you’ll also need to perform continuing education (CE) credits and pay a fee to renew your license usually every two years. Some states may vary.

 

Certifications are currently open for 2022

Download 2022 AHIP Instructions

URGENT ACTION REQUIRED

Please log in and reset your password for AHIP immediately

Keep in mind that AHIP through carrier links will many times give a discount.

NOTE: For questions or support related to the AHIP password reset, please contact AHIP directly:

What you’ll learn

Medicare

  • The basics of Medicare fee-for-service eligibility and benefits
  • The different types of Medicare Advantage and Part D prescription drug plans
  • Eligibility and coverage
  • Marketing and enrollment under the Medicare Advantage and Part D program requirements

Fraud, Waste and Abuse (FWA)

  • How to identify FWA
  • An overview of the industry efforts in detecting fraud
  • Legal tools to combat FWA
  • Understand both the human and financial cost of FWA
  • Review CMS FWA training requirements
  • Who commits FWA
  • Reporting FWA; loopholes and obligations

Keep in mind, AHIP is not free. The cost is $175. However, If you take the AHIP through Aetna by following the link below, a $50 discount is automatically applied.

Click Here to Access Your $50 AHIP Discount Instantly.

Click here to watch our 2022 AHIP certification guide.

3 – Complete Contracting With Agent Boost Marketing

 Contract with Agent Boost Marketing HERE. Provide us with all of the necessary personal information, and select the  carriers and products that you want to represent; we’ll start the process on your behalf.

4 – Complete Medicare Trainings

Complete your annual Medicare training certifications. Yes, certifications to sell Medicare products must be completed on an annual basis due to the fact that the products are constantly changing and so are the regulatory guidelines. While there are a few different options for annual certifications, we recommend AHIP because it is accepted from all of the carriers with whom we contract.

Here’s a set of digital information about AHIP.

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5 – Carrier And Product Specific Training.

Complete carrier and product specific training. Before you can meet with a consumer, and educate them on insurance companies and their products, you need to have a good baseline understanding. You’ll learn distinctions between companies, product types, availability, and their offerings so you can be a knowledgeable advisor for your client.

6 – Verify RTS Status With Each Carrier

Verify your ready to sell or RTS status with each carrier. Ensure that you have completed all necessary training requirements before you attempt to make your first sale. Failure to do so, will result in a compliance infraction or forfeiture of commissions.

7 – ALL DONE CONGRATULATIONS!.

Activate sales technology and get materials. You’re finally ready to sell! We have tools like Sunfire that can simplify your selling process and keep you compliant. We can activate this tool and get you going within 24 hours of RTS. Ensure you are taking advantage of this great resource.
(Insert more info blog about Sunfire)

To begin taking Individual Product Certifications, visit carrier’s agent portals below

UnitedHealthcare™

Now Available for 2022

UHC 2022 Certification Walkthrough

3 – Now you’re Ready to Sell!

After you’ve taken and passed AHIP Certification and Carrier specific Certifications, you are considered ready to sell! You may now begin meeting with your clients and signing them up on Medicare plans.