Make use of the Agent Portal, CMS compliance guidelines and online Medicare resources to serve your clients as a knowledgeable and reputable agent.
Magellan Healthcare Agent Portal
Magellan Healthcare is here to help you succeed. Login to the agent portal to access tools that help you efficiently compare Medicare plans in your clients’ region. Brush up on the basics of selling Medicare insurance plans and learn how to choose the best plan that works for your client’s priorities, because loyal clients make great sources for referrals and recurring income. Make use of our network of agents to pick up on best practices, strengthen your skills and become a better salesperson.
The tools available in our agent portal have been tested and improved by agents for agents, to help you best serve your clients and run a better business.
Medicare Compliance Tools
One of the most important things to keep track of from a business and legal standpoint is to make sure you are always acting in compliance with Centers for Medicare and Medicaid Services (CMS) regulations. Independent agents have to go through a number of obstacles to begin to sell Medicare plans, from licensing to contracting and appointment, plus learning all the available plans in the area you are selling. Once you’ve gone through all of that, you must have the conviction to sell responsibly and with your clients’ best interests as the priority. Following all of the Medicare compliance guidelines will help you best serve your clients, because you cannot sell if it’s not done right.
Magellan Healthcare has put together a guide with sections breaking down each of the areas you will need to pay attention to as a Medicare agent. That includes everything from how you can contact leads to what gifts you can give away, what food you can serve at events, what you can include in marketing visuals, how to conduct a proper appointment, and much more. Read this guide thoroughly and refer to it as needed to make sure your business’ protocols align with CMS regulations.
Resources On The CMS Website
The best agents are knowledgeable about Medicare and can explain the costs and coverage of a given plan in plain language to their clients. Use the data and fact sheets available on the CMS website to become comfortable in the language they use. It would not hurt to become familiar with the Medicare website and Medicare & You Handbook, so you can easily navigate these client-facing resources alongside them.
Serving your clients comes first from being a good and compliant agent. Magellan Healthcare has the tools to help you. Contact our team if you have a question about the agent portal or any other resources available to you.
