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Chazm, help me out over here, I recently started mailing in nyc, I'm getting over 5% return which is great,
the problem I have if I meet them more than 3 months out, obviously they don't have Medicare card, how do you proceed from there, tell them you will follow after they get card? By that time they have long forgotten you, and don't pick up phone for you, and sign up for mapd other places?
I have success within 3 months when they have the card already.
However there are some people that don't have card, they need to apply, them I lose them again for above reasons.
I am thinking maybe sign them up for Medicare on the spot on my iPad, then reschedule a specific day in 3 weeks when they will have card, like this I have control.
Any input would be greatly appreciated.
You can write them 6 months out. Just put "new" where the # goes and make a note on the cover sheet. The companies allow you to write 6 months out, and they know you won't be able to get the # now.
Write it the 1st time you're there, or somebody might get it instead of you. Also, tell them they can just trash all the junk mail from then on because "it's all taken care of". The company will follow up with the policyholder to get the Medicare Claim #.
You should come back when they're 3 months out to help them with Part D.