Did You Know: Fact Finding
Fact finding prior to a Medicare appointment can save you a lot of time. No one likes sitting down for an appointment only to find out the client isn’t even enrolled into Original Medicare Part A or B yet. Or, you are puzzled by the enrollment period you are going to use to get them on a policy as soon as possible, especially when they continue to work past age 65.
There can be times that the hardest part of being a Medicare sales agent is piecing together the situation at hand to see if you have opportunity for a potential new client. Either they give you mixed signals, or not enough information to help carve a clear path to the end goal. I found an amazing step-by-step question guide that CMS created to help walk you and your client through each “if that, then this” situation. It takes the guess work or self-doubt out of the equation.