Office Address

  • 3733 National Drive Suite 123 Raleigh, NC 27612
  • 919.300.5870

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MAPD to MAPD Flow Chart

This step-by-step guide covers everything from verifying lead information to tailoring your approach based on each client’s needs and lifestyle. Learn how to conduct effective fact-finding, customize your recommendations, and engage with clients to help them choose the best Medicare Advantage plan. Watch for practical examples and actionable tips to boost your sales success.

Sales Check List

Learn how agents verify personal information like Medicare beneficiary ID and social security number, determine eligibility for extra help and Medicaid, and review medications and primary care providers. In this step-by-step approach, agents can compare plans, find the best options, and help beneficiaries choose the most suitable coverage. Watch to see how this streamlined process can simplify Medicare Advantage enrollment. 

Understanding Summary of Benefits

Discover the Aetna Medicare Select HMO plan in this video, where you’ll find out about its comprehensive coverage for hospital stays, doctor visits, and emergency care. Highlighted is the importance of using in-network providers to get the most from your plan, along with other benefits like diagnostic testing, dental, vision, and mental health services. Remember, some services need prior authorization or referrals, so it’s crucial to review the Summary of Benefits to understand all coverage details and limitations. Login & Comparison

Medicare Advantage plans can be compared to find the best fit by understanding plan details such as deductibles, premiums, copays, and coverage for various medical services and pharmacies. We’ll review the importance of identifying pain points in prior plans and verifying medications to ensure accuracy. By taking these steps, individuals can make informed decisions about their healthcare coverage.

Finding Clients in the System

Learn how to find a client in our system and go over their enrollment information. We will learn how to view their contact details, check their last enrollment activity, and access their previous quotes. This will help us provide better service to our clients during annual reviews and when they want to explore other program options. Please watch the video to familiarize yourself with the process.

How to Send a Scope of an Appointment on Sunfire

Discover how to send a scope of an appointment on Sunfire. We will cover the contacts tab, how to enroll a member, and the steps to send a scope of an appointment. Our training recommends selecting all the products discussed in the appointment to ensure nothing is missed. The required information for the scope includes the beneficiary’s first name, last name, and zip code. Please take note of the initial method of contact and the agent represented during the meeting. No action is requested from viewers.

Sunfire: All-in-One Quote-& -Enroll Platform for Medicare Advantage and Prescription Drug Plans

In this video, we’ll walk you through Sunfire, an all-in-one platform for Medicare Advantage and Prescription Drug Plans. We’ll explain how to quote and enroll all on one website, and how the platform automatically loads contracted carriers. Also covered, are important features such as client search, plan comparison, estimated costs, and supplemental benefits. By the end of the video, you will have a clear understanding of how Sunfire works and how it can streamline your Medicare sales process.