Client Support Post AEP

Here are some actions you can take to guarantee beneficiaries receive ongoing support:

Welcome and Confirmation

Within the first few days their plan is in effect, be sure to call your clients to verify they received a welcome guide and member ID card. Provide a summary of their plan details and contact information for any immediate questions or concerns.

Educational Materials

Share educational materials about their specific Medicare plan, including coverage details, benefits, and any relevant policy changes. Help clients understand how to maximize the benefits of their plan.

Post-Enrollment Guidance

Offer guidance on how to navigate the healthcare system with their new coverage. Provide information on finding healthcare providers, understanding prescription drug coverage, and utilizing preventive services.

Regular Check-Ins

Establish a schedule for regular check-ins to ensure ongoing support. These check-ins can be via phone, email, or in-person, depending on client preferences. Use this time to address any questions, concerns, or changes in their health needs.

Assistance with Claims

Be proactive in assisting clients with understanding and navigating the claims process. This includes clarifying how to submit claims, addressing billing concerns, and advocating for them if issues arise.

Annual Plan Reviews

Conduct annual plan reviews to ensure that the client's coverage still aligns with their evolving healthcare needs. Discuss any changes in health or lifestyle that might warrant adjustments to their Medicare plan.

Reminders for Key Events

Send reminders for important events, such as open enrollment periods or wellness check-ups. Keeping clients informed about key dates ensures they stay proactive in managing their healthcare.

Addressing Changes in Coverage

Promptly inform clients about any changes in their coverage, such as adjustments to premiums, copayments, or benefits. Transparency is crucial in maintaining trust and preventing dissatisfaction.

Educational Events

Host educational events or webinars to keep clients informed about Medicare changes, new healthcare initiatives, or relevant health topics. This positions you as a valuable resource and reinforces your commitment to their well-being.

Referral Programs

Introduce referral programs to encourage satisfied clients to refer others. This not only contributes to business growth but also fosters a sense of community and loyalty.

By following these compliance guidelines, and taking this proactive approach, you contribute to a positive experience for both beneficiaries and the industry as a whole. Thank you for taking a few minutes out of your day to view this message we're always here to help so feel free to reach out with any questions or comments you may have.