Scheduling Links and Forms
- Scheduling Link
- MS Email Shopping Questionnaire
- Send to client to complete if they want us to shop their MS Plan to see if they would be underwritten
AEP Resources
- AEP Scheduling Link
- AEP Non Client Request Form
- Complete when NON Clients call for AEP appt to send them the webpage
- AEP Non Client Webpage
- AEP Client Webpage
- PDP Email Shopping Questionnaire
- Send to client to complete if they want us to email shop their plan (assuming they are relatively content with it and would want to keep it as long as it was still competitive)
- Or if a client is on the phone, you can complete for them.
- How to read your report – 2022 Report
Medicare Enrollment Webpages
Medicare Education
- Medicare Advantage Plans
- Prescription Drug Plans
- 1 page PDF – PDP Overview
- Common SEPs
- EstMP-Medicare Part D Slides
- Other Coverages – Dental Vision Hearing Gym
- Dental Vision Hearing Shopping Page– Plan Info Ameritas & Aetna
Roadmap Questionnaire
Roadmap-Turning 65
- T65, Over 20 Employees, No HSA
- T65, Over 20 Employees, WITH HSA
- T65, Under 20 Employees
- T65, Coming off Group Insurance, Need to Enroll in Medicare
- T65, Coming off Individual Insurance, Need to Enroll in Medicare
- T65, Retiree Coverage
- T65, Cobra
- T65, Severance
Roadmap- Over 65- Retiring
- Over age 65, Coming off Group Insurance, Need to Enroll in Medicare
- Over age 65, Retiree Coverage
- Over age 65, Cobra
- Over age 65, Severance
Roadmap- Under 65- SSDI
PDP Plan Webpages
- Aetna-Silverscript Choice
- Aetna-Silverscript Plus
- Aetna-Silverscript SmartRx
- AARP Preferred
- AARP Saver Plus
- AARP Walgreens
- Anthem MediBlue Rx Plus
- Anthem MediBlue Standard
- Highmark Blue Rx Complete
- Highmark Blue Rx Plus
- Humana Premier
- Humana Walmart Value
- Mutual of Omaha Plus
- Mutual of Omaha Premier
- Wellcare Classic
- Wellcare Value Script
- Wellcare Value PLUS
- Not Interested in Enrolling in a Plan
- Please review these important considerations before going without Part D Drug Coverage.
- Plan not authorized by HTA
- You were most interested in a plan that is sold by an Insurance Company that does not authorize insurance agents to sell their plan. You will be required to enroll directly with the insurance company if you would like this plan. You can either visit medicare.gov to enroll online or contact the Non Member phone number on the www.medicare.gov Rx Plan Report to ask questions and enroll over the phone.