Trying to streamline around here and wondering what others do. All clients are referrals, they aren't shopping.
1. Intro call, with or without Medicare 101. (Not everyone needs me, so we confirm the need, first. If not, they get added to the September check in list). This is usually 6-8 months prior to T65 date. 50-50 on if decision is made.
2. Medicare Enrollment Call, first week of IEP. 99% aren't taking SSA. I walk them through the online enrollment.
3. 6 weeks later, email with "did you get your card and please schedule a call to finalize enrollment".
4. IRMAA appeal call 4 weeks after card is received.
Any ideas on how to streamline?
1. Intro call, with or without Medicare 101. (Not everyone needs me, so we confirm the need, first. If not, they get added to the September check in list). This is usually 6-8 months prior to T65 date. 50-50 on if decision is made.
2. Medicare Enrollment Call, first week of IEP. 99% aren't taking SSA. I walk them through the online enrollment.
3. 6 weeks later, email with "did you get your card and please schedule a call to finalize enrollment".
4. IRMAA appeal call 4 weeks after card is received.
Any ideas on how to streamline?