Aries insurance services, a division of URL.
Medicare Offerings
We’ve heard some feedback on the enrollment blast that we sent on 9/30 and wanted to send some additional clarity on what is classified as a telephonic enrollment vs. an electronic enrollment.
 
An electronic enrollment requires the Medicare beneficiary to electronically sign an enrollment application. If you are discussing plan options with a client on the phone or through a virtual platform (such as Facetime, Zoom, or Teams), and they have decided to enroll in a UPMC for Life plan without meeting in person, you can assist them in completing an electronic enrollment.
  • This method does not require a CMS script or a verbal attestation.
  • It does require an electronic signature.
  • Electronic enrollments can be completed through Cavulus, Connecture, SunFire or other online platforms used by your agency.
A telephonic enrollment requires a CMS approved script that is read word for word and the Medicare beneficiary must give a verbal attestation to the enrollment.
  • UPMC for Life requires that all telephonic enrollments must be taken by the UPMC for Life Enrollment Line.
  • Telephonic enrollment into a UPMC for Life plan using any other recording platforms, including one provided by a General Agency, will not be accepted.
  • Agents are prohibited from completing their own telephonic enrollment calls.
  • For more details on how to complete a telephonic Scope of Appointment (SOA) or enrollment with the assistance of the UPMC for Life Enrollment Line, view this flier.
 
Please keep in mind that regardless of the enrollment method, you must properly update your client’s Cavulus lead form to ensure you receive credit for the enrollment.
 
If you have any further questions about the ways that your clients can enroll in one of our plans this AEP, please reach out to your broker manager.

Thank you for your continued support of UPMC for Life!
Your Broker Manager team
 

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