Using Technology Tools for Socially Distanced Medicare Sales

  • Originally published December 30, 2020
Using Technology Tools for Socially Distanced Medicare Sales

Despite COVID-19 vaccinations entering the distribution phase, it’s evident that it will be some time before things get back to normal. Consumers continue to stay vigilant as 2021 takes off, practicing social distancing guidelines and other safety measures. Also, businesses are carrying on with various restrictions and pandemic-related challenges. With the continued uncertainty, producers need to show clients and prospects that they are still in business and offering viable Medicare solutions. Furthermore, they need to demonstrate how this can be done while adhering to both consumer and government needs.

Senior Market Sales® (SMS) offers a complete suite of technology tools designed to sell Medicare solutions in the manner that each individual client wishes to buy. Whether clients want to meet face-to-face, over-the-phone or online, SMS has your back. Producers can even make sales through texting technology. These tools help keep you, the agent, relevant from a consumer standpoint while at the same time helping to sustain business throughout 2021 and beyond. Below are some details regarding two of these tools, Lead Advantage Pro® and Medicare Insurance Direct® (MID).

Lead Advantage Pro

Lead Advantage Pro is the proprietary tool from SMS that lets you take prospects from lead to enrollment in one place. In essence, this platform is designed to simplify your day and maximize your time. In addition, it works well as a means to meet clients’ needs in a compliant way while maintaining social distancing guidelines.

Ways that Lead Advantage Pro can improve your productivity during the pandemic and beyond:

  1. Agent Initiated Consumer Online Enrollment (AICOE®) and PDF Enrollment features help you compliantly sell to socially distanced clients.
  2. Tired of going to different carrier websites to see if providers are in-network for Medicare Advantage plans? Check out the exclusive PLANS tool.
  3. Run out of supplies? You can download the application for every carrier SMS works with.
  4. Frustrated by scope of appointment (SOA) forms? See how easy it is to complete the SOA in less than three minutes.
  5. Both the Blue Button and Rx Import features allow Medicare participants the ability to share their prescription drug lists, pharmacies and providers directly with you. Once you’ve obtained your client’s permission, this list can be accurately compiled in minutes.

Medicare Insurance Direct

Medicare Insurance Direct is a tool that allows you to help clients help themselves. The idea of MID is to pair your good, sound advice regarding a client’s Medicare solution with the convenience of self-enrollment. You can use MID to match beneficiaries with available plans based on individual healthcare, prescription drug needs and estimated out-of-pocket expenses. You send a Personalized Universal Resource Locator (PURL) to your clients that take them to a micro-site. The micro-site displays all the plans available from the carriers in all the states that work with SMS, including Medicare Advantage prescription drug plans, Part D and Medicare Supplements. Whether your clients prefer to enroll online, over-the-phone, via text or in-person; MID has you covered.

Here’s How MID works to help make sales while adhering to clients’ meeting preferences:

  1. You set up a consumer-facing web site through Medicare Insurance Direct, and personalize it for your business.
  2. Your clients get the convenience of quoting and enrolling in Medicare Advantage and Part D plans online, at their leisure.
  3. You get credit for every sale, for each carrier that you are ready to sell with, because you have a custom URL and your agent writing number is associated with the site.

Your Next Step

Through the utilization of these tools and services, agents are closing sales even during these unprecedented times. If you’re not already taking advantage of these resources, then now’s the time. Contact an SMS Marketing Consultant at 1.800.786.5566 in order to get started.

Key Takeaways

  • Technology solutions for Medicare sales during the pandemic
  • Continue making Medicare Sales withouth face-to-face client interaction