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Independent agents play a vital role in helping seniors secure the most cost-effective Medicare plans for their individual needs. This comprehensive tool simplifies the sales process with multi-carrier shopping and enrollment platforms wrapped into a single online experience.

And best of all, this platform is available at no cost to PSM agents. Request details today and make sure you have access to this cutting edge technology at your fingertips.

2025 AEP Preparation Guide

Get ready to elevate your game and make the most out of this AEP with our comprehensive guide. Read online or Download it in printable PDF format and start preparing for a successful enrollment season ahead.

Our 2025 Annual Enrollment Period (AEP) Guide is here, and we couldn't be more thrilled to share it with you! Carefully curated and packed with valuable insights, this guide is your key to success as you navigate the upcoming enrollment season. From tips on maximizing your productivity to strategies for optimizing your performance, this essential resource has everything you need to excel during this critical time of the year. 

Get ready to elevate your game and make the most out of this AEP with our comprehensive guide. Read online or Download it in printable PDF format and start preparing for a successful enrollment season ahead.

2025 MAPD Plan Previews have just been released by Cigna.

Take a sneak peek at our 2025 plans, products, and featured markets.

Cigna's 2025 Medicare Advantage (MA) Preview are now available! In it, you'll find information about their 2025 MA plans, products, and benefits which are designed to add value to your customers' lives. This upcoming year, you can expect to see our MA plans in 29 states and the District of Colombia.

More details included in 2025 Preview:

• Advantages to working with Cigna Healthcare
• Supplemental health benefits
• Featured products
• Customer profiles
• 2025 markets
• Featured plans and highlights by state

Complete the request form to receive all the details right to your inbox.

Please keep in mind, plan previews are for agent use only and not intended for the general public. Please do not share with any beneficiaries prior to October 1, 2024.

2025 AEP Preparation Guide

Get ready to elevate your game and make the most out of this AEP with our comprehensive guide. Read online or Download it in printable PDF format and start preparing for a successful enrollment season ahead.

2025 AEP Preparation Guide - Get ready to elevate your game and make the most out of this AEP with our comprehensive guide. Read online or Download it in printable PDF format and start preparing for a successful enrollment season ahead.

2025 MAPD Plan Previews have just been released by Devoted.

2025 AEP Preparation Guide

Get ready to elevate your game and make the most out of this AEP with our comprehensive guide. Read online or Download it in printable PDF format and start preparing for a successful enrollment season ahead.

To keep you on track, we have gathered the certification release dates below so you can easily note these crucial dates on your calendar. Stay tuned for more details.

In addition, we have organized the certification instructions and requirements for the carriers offered through PSM Brokerage all in one easy to access location. These certification pages will be updated as more information is released for the 2025 plan year. Don't hesitate to reach out to us if you have any questions.

2025 AEP Preparation Guide

Get ready to elevate your game and make the most out of this AEP with our comprehensive guide. Read online or Download it in printable PDF format and start preparing for a successful enrollment season ahead.

The Scope of Appointment (SOA) process is a crucial aspect of Medicare marketing and sales activities designed to protect the interests of Medicare beneficiaries and ensure compliance with regulations. The SOA process is primarily associated with Medicare Advantage (Part C) and Medicare Prescription Drug Plans (Part D) but can also apply to other Medicare-related products.

Here's an overview of the Medicare Scope of Appointment process:

Agent Reporting

Coming September 2023... Agent Reporting - a new feature designed to enhance the SunFire Blaze and Blaze Connect experience by providing agents transparency into their individual performance.

Agents will have visibility into their production since January 1, 2023. To access this new function, click the graph icon on the left side of your screen and select the “Performance” tab at the top.

This report will showcase:

• Total number of enrollments submitted across Blaze & Blaze Connect through the instance you are utilizing, broken down by Carrier, Product Type, and Servicing Area.
• Eligible HRA completion rates, identifying enrollments with an HRA still available.
• Eligible Value-Based Care submission rates, identifying enrollments with a VBC Opportunity still available.
• Eligible Mail-Order Pharmacy Consent Form completion rates, identifying enrollments with a Consent Form still available.
• Individual book of business footprint across the country, visualized by heat map.
• Access to a helpful suite of unique SunFire quoting flow features to aid in beneficiary information gathering such as, Customer Look Up, Doctors and Drugs collected and Health Utilization Frequency.
• An enrollment trend algorithm showcasing estimated monthly projections based on current month’s production.
• A drop-down filter allowing you to easily view data on a specific day or within a selected time frame.
  

We are excited to announce the initial launch of SunFire’s Med Supp Quoting and Enrollment Experience, arriving 10/1! We believe they have created a revolutionary platform that will significantly improve your efficiencies and profitability. As with any new product, their goal is to build a strong foundation with key features and continue to enhance the system over time, including additional carrier integrations.

Features Included in the Initial Launch

• Accurate quoting for 49 carriers with enrollment capabilities for 17 carriers:
  • Full enrollment integration with Aetna, Cigna and Anthem.
  • With MOO, UHC, Humana, and Aflac slated for the new year.
  • Link outs for the other 11 carriers, where the application will be completed within the carriers’ portal.

• A Med Supp specific needs assessment, which captures drug and medical condition data, with the intention of alerting agents to carriers that will be unlikely to pass the applicant through underwriting.
• If our algorithm suggests that Med Supp may not be the best path, the agent can easily transition into the MA/MAPD Quoting and Enrollment flow with all client data staying intact.
• Post enrollment, our new bundling experience creates real agent efficiencies by providing the ability to capture drug and demographic data one time and pass that information to the DVH and PDP applications displayed post sale.
  • The DVH partners currently integrated for quote and enroll include NCD and Aetna with a more robust suite of DVH integrations, including MOO, UHC, Cigna, Humana, Aflac, GTL and others slated for the coming months.
  • PDP plans are available and will be shown to agents who are ready to sell pre-filled, with pricing based on previously captured pharmacy and drug cabinet info.

• Please keep in mind we will only quote plans that are RTS for the agent