Highmark Senior Markets 2021 AEP Enrollment
Best Practices

As we enter this year's Annual Enrollment Period, Highmark Senior Markets is committed to providing you with the guidance and resources you need for a successful AEP.  Read on for some of our select Best Practices, and look for more helpful hints and tips throughout AEP!
 
  

Application Submission

• Applications may be submitted online through the Producer Portal, or via fax at 1-888-663-0258.
• Please note that you should only submit an application through one channel. Please do not submit an application online and also fax it. This will cause delays in processing.
• If you submit an application online through the Portal, you can confirm the status by selecting "Check Application Status" once logged in. Alternately, if you fax an application, visit medicare.highmark.com and select "Check Application Status" at the bottom of the web page.
• We strongly suggest that you submit applications through the Producer Portal instead of faxing applications. We have limited resources in the office this year, and we may see processing delays of faxed applications.

Scope of Appointment Form

• In all sales situations, you are required to capture a Scope of Appointment (SOA.) You are not required to submit an SOA with an application but you must retain a copy per CMS' record retention guidelines.
• We recommend mailing an SOA to the client in advance of your sales consultations and have them returned directly to you. 
• CMS expects SOAs to be collected 48 hours prior to the appointment when possible.
• Beneficiaries must agree to the purpose and products to be discussed in the appointment and that agreement must be documented in writing by using the SOA.
• You should require that a beneficiary signs a new SOA if they want to discuss another product not agreed to for the initial appointment.
• If a beneficiary is interested in changing plans, obtain an SOA for both existing and new members.

To view and download Highmark's Scope of Sales Appointment Confirmation Form, click here.

Ordering Enrollment Kits

Enrollment Kits can be ordered on ShopPRO, accessed through the Producer Portal.

Click here to access the Portal.

Kits can be accessed from your Dashboard under the Quick Links section of the Medicare Producer Portal. If you need additional assistance, please contact the Highmark Senior Markets Team. 

Social Distancing Enrollment Options

This year especially, it's good to have options when enrolling members. To see a list of all enrollment options and guidelines, click here.
 

*** REMINDER: Telephonic Enrollment Option Now Available for Brokers! ***

• Phone Number: 1-866-673-9112
• Once you have completed a phone consultation with the prospect and the prospect is ready to complete the enrollment, you may conference call our dedicated enrollment line for the beneficiary to complete the enrollment telephonically. (The personnel staffing the enrollment line are unlicensed agents and will not be able to provide consultative assistance to you or the beneficiary. If the beneficiary has any plan specific questions, they will be directed to call their agent back to assist before completing the enrollment.)
• Required Information: Please provide the agent your name and NPN, the beneficiaries’ name, and the plan they wish to enroll in. The agent staffing the line will then process the enrollment telephonically.
• To ensure all applications are properly processed, you must send the beneficiary’s name, DOB, and selected plan to HighmarkSeniorMarkets@highmark.com.

Have questions?
If your inquiry is urgent, please call 1-800-652-9459, option 2.

 

2021 Highmark Agent Field Guide

This critical resource document provides you with an overview of everything you need to know in order to sell Highmark Medicare products. It includes information about who we are, important policies, critical product details, information on our Medicare star ratings, and more.

To view and download the 2021 Highmark Agent Field Guide, click here.
 
  

Regional Plan Highlight Sheets

Once again this year we've put together plan highlight overview documents that give you a quick snapshot and some fast facts about what we're offering in each of our sales regions. Click below to view and download these for a quick reference.

• Lancaster - click here
• Lehigh Valley - click here
• Northeastern PA - click here
• North Central PA - click here
• Northwest PA - click here
• South Central PA - click here
• Southwest PA - click here
• West Central PA - click here
• West Virginia - click here

Inquiry Types and Contacts

Routing inquiries to the appropriate inbox is one of the best ways to ensure efficient intake and resolution of issues as they arise.  As we ramp up our preparations for this year’s Annual Enrollment Period, the Highmark Senior Markets sales enablement team has put together the following chart to clarify our various inboxes and the best use for each.

This email was sent from the Highmark Senior Markets Sales team. If you have questions, please contact our Broker Services Team at highmarkseniormarkets@highmark.com or call (800) 652-9459.