- IntroductionLesson 101:17
- Reviewing for Specific NeedsLesson 202:27
- Identifying Plan RecommendationsLesson 301:50
- Presenting Recommended PlansLesson 403:45
- Enrolling in a PlanLesson 502:05
- Verifying Enrollment and Plan MaterialsLesson 601:58
- Follow Up With Your ClientLesson 702:04
- Next StepsLesson 800:29
Reviewing for Specific Needs
When it comes to Medicare Advantage, coverage varies from plan to plan.
Two key areas where you’ll see plan differences are providers and prescriptions.
Let’s start by reviewing providers.
You may recall from our Medicare Advantage module in path two that MA plans work with a network of providers.
Regardless of whether your client will be required to stick to that network in a health maintenance organization (HMO) plan or have more flexibility in a preferred provider organization (PPO) plan, it’s important to ensure that your client’s preferred providers are in network.
Doing so helps your clients maintain a relationship with a trusted medical professional.
You can either ask your client on a phone call or have them manage their provider preferences through their account on your Shop & Enroll page.
When you have that information, use Ritter’s provider lookup to find plans that are accepted by that provider.
If you are looking for a Medicare Advantage plan that includes Part D benefits, you must also consider prescription medications.
Make sure you have your client’s current prescriptions as well as their preferred pharmacy.
As with providers, you can either collect that information manually or your clients can manage their prescriptions through Shop & Enroll.
If you are collecting prescription drug info manually, be sure to add it to your customer relationship manager (CRM) within the Ritter Platform.
Ritter’s CRM gives you secure storage for your client’s information and enables you to run drug cost estimates.
If you’re not using our CRM, you can utilize Medicare.gov to estimate drug costs.
Regardless of which tool you use, you’ll be able to review Medicare Advantage plans in the appropriate service area and see the approximate prescription costs for that plan based on your client’s information.
If you added providers to your search, you’ll also be able to see the network status of those providers too!
Ideally, you’ll find Medicare Advantage plans that cover your client’s prescriptions for a reasonable cost and offer access to their preferred providers.
With this list, you’re ready to make plan recommendations!
