Refer Medicare.  Stay in Control.

Refer Medicare. 
Stay in Control.

Dedicated support for your clients. Full visibility for you.

What You Get

Healthcare expenses can put real pressure on the nest egg you’ve worked hard to help clients build. When you refer clients to our Healthcare Benefits Consultants, they get the guidance they need to choose the plan that fits them best. And, you may receive a $100 referral fee for any referral that results in at least $150 commission on a Medicare Advantage or Supplemental plan. Most importantly, you’ll know your client is being supported throughout the process.

Medicare Guidance for Your Clients

Your clients get clear Medicare education, including sign-up basics, plan comparisons, and step-by-step guidance to choose the plan that fits them best. Plus ongoing support throughout the year

Protect the Relationship

We keep you engaged as the referring agent throughout the process, helping you stay connected and informed while maintaining that important client relationship.

Earn a Referral Fee

Refer clients to Magellan Healthcare and receive a $100 referral fee for any client that results in at least $150 commission for Magellan Healthcare.

We Will Handle Everything

Medicare decisions can feel overwhelming for clients. Our team provides clear education, explains plan options, guides clients step-by-step through enrollment, and continues follow-up throughout the year on changes and key enrollment periods.

Here’s what we handle for you:

  • Educate clients on Medicare basics (including sign-up)
  • Explain Medicare Advantage vs Supplement plans
  • Guide them through every step of their chosen plan(s)
  • Follow up throughout the year (changes + enrollment periods)
  • Keep you involved every step of the way

How to Refer a Client

01.

Enroll in our Medicare Referral Program

02.

Refer a Medicare Client

03.

We Connect With Your Client

04.

We Keep You In the Loop

Why This Matters

Benefits for You
  • Referral agents don’t have to take the 2 HOUR AHIP certification exam. 
  • Referral agents don’t have to take carrier-specific certifications for each MAPD/PDP carrier.
  • You are kept fully up-to-date so you can be aware of client costs and coverages as it relates to their overall retirement plan.
  • Keep your client close – don’t let another agent manage your client’s healthcare – and their investments along with it.
 
Benefits for Your Client
  • Medicare is confusing; clients need a partner in their corner to break down the basics of Medicare in an easy to understand format.
  • Help navigating IRMAA (Part B premium increases).
  • Your client gets the recommendation that is right for them – even if Magellan doesn’t sell the carrier or the plan is non-commissionable.
  • We do Medicare all the time.  We stay current and up to date on the ever-changing healthcare landscape.
  • Ongoing support – help during AEP/OEP, when premiums change, when client’s move, when plans change, etc.

HAVE ADDITIONAL QUESTIONS?

Don’t hesitate to reach out to our team.
Call us at (785)284-9600 or email MagellanHealth@MagellanFinancial.com.

Enrollment Packet Request

Agent Information