Workflow for medicare brokers
1. Contact Us
2. Florida Department of Insurance Licensing
2. Florida Department of Insurance Licensing
We will walk you through each task
2. Florida Department of Insurance Licensing
2. Florida Department of Insurance Licensing
2. Florida Department of Insurance Licensing
Insurance License Requirement Options:
- Health 2-40
- Life, Health & Variable Annuity 2-15
- Non-Resident equivalant
3. General Compliance Certifications
2. Florida Department of Insurance Licensing
3. General Compliance Certifications
- AHIP (annual certification)
- Fraud, Waste & Abuse
- H.I.P.P.A.
- P.H.I.
4. Carrier Partner Trainings
6. Sales and Client Retention
3. General Compliance Certifications
Carrier specific application and background procedures
- Carrier Online Testing
- Carrier Face 2 Face (if required)
FMA carrier specific product training and sales opportunities
5. Medicare Marketing
6. Sales and Client Retention
6. Sales and Client Retention
FMA's Comprehensive compliance and engagement trainings
- Community Events
- Provider Marketing
- Email Marketing
- Traditional Direct Mail
- Marketing Site Compliance
- Formal Seminar Training
- Informal Event Training
- Educational & Group Training
6. Sales and Client Retention
6. Sales and Client Retention
6. Sales and Client Retention
FMA's Practical Sale Closing Training
- Compliant Engagement
- How to collect leads
- How to close leads
S.E.P. Marketing
- Aging in
- Dual Eligible Seniors
- L.I.S.
- SSI - disability recipients
- Move-ins
A.E.P. Marketing
- Group Seminars
- New Product Reviews
- Focused client referrals
Errors and Omissions Insurance
Medicare and Fraud, Waste and Abuse (FWA) training
Medicare and Fraud, Waste and Abuse (FWA) training
- Affordable Errors and Omissions Insurance Options for Insurance Agents, Agencies and Registered Investment Advisors (RIAs).
Medicare and Fraud, Waste and Abuse (FWA) training
Medicare and Fraud, Waste and Abuse (FWA) training
Medicare and Fraud, Waste and Abuse (FWA) training
Annual Required Training: Marketing Medicare Advantage + Fraud, Waste and Abuse
Florida Department of Insurance
Medicare and Fraud, Waste and Abuse (FWA) training
Florida Department of Insurance
Division of Insurance
Agent and Agency Services
FMA's - Market Focus
FMA's - Market Focus
Florida Department of Insurance
Brokers let us know where you will be focusing (county or counties) and we will give you a comprehensive market analysis to help you keep the best vantage point for your success.
Medicare and You 2019
FMA's - Market Focus
Medicare and You 2019
To help guide you through the complex Medicare program, each year the Centers for Medicare and Medicaid Services (CMS) releases the Medicare & You Handbook.