Your Medicare plan is out there. Let s find it together. SM Capital BlueCross Agent Guide Last Updated: August 7, 2018
Page 2 Clients should always see all agent information on the Medicareful landing page. Entering the client s zip code will populate all eligible plans.
Page 3 The plan s star rating is displayed beside the plan name. Medicareful has several different filters that clients are able to use when picking their perfect plan: - Product - Monthly Prem - RX Deduct - Plan Type - Carrier lf the agent is appointed to sell the product the client desires, the Enroll Now button will appear. lf a client isn t seeing the Enroll button, please reach out to the New Business Team. The client can select the paper icon on the top right of a plan to list plan details. The client can compare different plan costs and coverage with the Compare plans view.
Page 4 The client must confirm the plan selection and verify that all agent information is correct.
Page 5 Always double check that the plan year is the correct year of the desired effective date. Be sure the client is using their correct date of birth and not a 2018 date. The client s Medicare Claim Number is typically a 9 digit number with a letter on the end. **Medicareful will be able to accept MBI. A client s Part A date typically occurs before their Part B date. However, if the client s Medicare Claim Number ends with an M the Part B date may occur first.
Page 6 lf the client has an Authorized Representative, all information is required. The client must indicate here if their address is a long-term care facility or nursing home. No PO Box information is accepted for the client s Permanent Residence. lf the client has a separate mailing address from their permanent address, it must be indicated here. Capital BlueCross allows members to enroll with their email address to receive plan and product information.
Page 7 Clients are able to receive their information via audio tape if requested. Additional formatting is available upon request. Please reach out to Capital Support 1-800-990-4201. Mistakenly marking the ESRD question as YES may cause an application to be denied. If the client is using the PAP election period, this question must be answered yes. **The client s other coverage information is required when using the PAP election. If the client is using the MDE election period, this question must be answered yes. **The client s Medicaid Number is required when information is required when using the MDE election.
Page 8 Clients will only be able to enroll using the AEP election during Annual Enrollment Period (October 15 - December 7). The client will only be able to select the NEW election if they're new to Medicare based off their Birthday or Part A & B dates. INC - Date Required RUS - Date Required OLP - Date Required MDE If the client is no longer NEW, the client must select the SEP box. The client can select any of the statements MOV - Date Required that apply to them. If a selection requires a date, the date must be provided. **SPECIAL NOTE** If the client selects a statement that requires a date, the date will need to be the month before the desired effective date of coverage. Example: Client is moving on 06/14/2018 and wants to enroll for 06/01/2018. The SEP date must be keyed as 05/31/2018 to generate the correct effective date.
Page 9 HLP NLS - Date Required LTC - Date Required Move In/Out PAC - Date Required LEC - Date Required LCC - Date Required EOC PAP SNP - Date Required Depending on the election period or qualifying event (SEP), clients are able to select their effective date of coverage. The effective date window for each selection can differ. Please refer to your SEP guide for more guidance.
Page 10 The client must select a premium payment option even if the plan is a zero premium plan. **lf the client chooses to have their monthly premium be drafted as EFT from their bank account, all information is required.
Page 11 The client must type their first and last name twice, as well as agree to the Capital BlueCross Terms and Conditions. Once the client has completed the enrollment, the client must click Submit my Application.
Page 12 If the client is using the MDE election, this question must be answered Yes. **The clients Medicaid number is required when enrolling with MDE. Mistakenly marking the ESRD question as Yes may cause an application to be denied. All clients enrolling into an HMO plan are required to list their PCP. Capital BlueCross also provides their Find a Doctor tool for clients to easily find and select their PCP.
Page 13 Medicareful esoa - Capital BlueCross Capital BlueCross requires that a Scope of Appointment be submitted with every Capital BlueCross application, including Medicareful enrollments. If an SOA is not submitted, commissions will not be paid to submissions without an SOA. Once the appointment is completed, please make sure the esoa is completed in it s entirety and submitted in the Ritter CRM. The paper SOA may also be submitted to Ritter with the applicable Medicareful Cover Sheet to the New Business Team: Fax: 888-638-6943 Secure Email: biz@ritterim.com Upload: https://biz.ritterim.com/ Obtaining the esoa: 1. Agents can view their Book of Business on the Ritter CRM (https://crm.ritterim.com) under the Book tab. 2. Once the client is located in the agents Book of Business, click Edit under their name.
Page 14 3. On the Edit client screen, the agent is able to bring up the Lead in the view below. 4. Click the SOA tab to open the clients Scope of Appointment. 5. Verify that all the information on the esoa is correct.
Page 15 6. Click the Save and Download option to save the esoa as a PDF and make it available for download and printing. Special Note: After clicking Save and Download the form is no longer able to be edited. The appointment Date & Time entered on the esoa cannot be altered. 3/17/2018 12:00:00 PM 7. Send the completed esoa and Medicareful Cover Sheet to the New Business Team via fax, secure email or upload.