Wondering how to navigate a virtual sales season? You’ve come to the right place.
We’re living with a lot of new normals, so facing a socially distanced AEP may seem overwhelming. But as always, we’re here so you don’t have to go at it alone. Here you’ll find a library of content and resources focused on helping you make the most of a virtual AEP.
We’ll help you get the knowledge and skills you need to start marketing yourself digitally, transition to virtual events and sales appointments, leverage Humana’s online tools and start post-enrollment off right from day one.
Click a topic below to find the information you need.
Lead Generation: Digital Marketing
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Humana’s Digital Marketing Tools Drive Your Success
Humana’s digital marketing tools make it simpler and faster for you to market yourself online. Learn more about each tool through the links below.
Marketing Resource Center (MRC) now features a Social Media Tool and email functionality in addition to traditional marketing materials like direct mail, print advertising and flyers. Learn more about the MRC in this article.
My Humana Business Center enables you to proactively engage with your Book of Business which could help you earn more referrals. Listen to this podcast or read this article to learn more about client retention tactics that could lead to more referrals.
Keep a Pulse on Compliance
Lead Generation: Virtual Events
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Other Virtual Event Tools and Resources
Four Steps to a Successful Virtual event
1. Search “virtual” on the MRC through Vantage to find promotional flyers.
2. There are a variety of platforms available, including WebEx, Zoom or GoToMeeting.
3. Be confident presenting virtually. Practice before your event!
4. Ask attendees to mute their line and use chat for questions.
Report your educational events early! All virtual educational events must be reported to the Sales and Marketing Support Executive prior to advertising or 10 days in advance, whichever comes first. The following details must be provided:
1. Event Type: Virtual Educational
2. Meeting URL
3. Call-in number
4. Meeting number (access code)
Stay on the Right Side of Compliance with Virtual Events
Sales: Virtual Appointments
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Using Telephonic and Electronic Signatures
We’ve made it easier for clients to sign a Scope of Appointment (SOA) from afar in one of two ways:
1. Sign with their voice over the phone via:
a. Humana IVR system (1-866-945-4471)
c. FastApp in Vantage Agent Portal
2. Sign electronically using:
Telephonic signature how-tos:
Electronic signature steps:
These tools and resources make virtual sales appointments easier for you—and for clients:
Digital Marketing Materials lets you email required sales materials prior to a sales appointment.
Enrollment Hub makes capturing the SOA easy with electronic and telephonic signature options.
FastApp via Vantage lets your client sign with their voice or an electronic signature.
Connection Hub now lets you track virtual sales appointments.
Listen to real Agents give real-world advice on virtual sales presentations.
What to Know about Telephonic and Virtual Sales Compliance
These policies and job aids help you stay fully compliant during phone and video sales presentations:
Sales: Online Enrollment
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Easier and more efficient enrollment—online.
These online enrollment tools and resources help to speed up the process by making it more accurate and transparent. Self-enrollment tools let clients enroll themselves while still giving you credit for the sale. We’ve made improvements to our Agent enrollment tools for a remote sales environment.
Digital Marketing Materials
Clients can self-enroll with Digital Marketing Materials. After a fully compliant sales presentation, send up to three plans for a side-by-side comparison. Digital Marketing Materials now supports MA, MAPD, PDP, CSNP, DSNP, CarePlus and IDV plans. Additional perks include all compliant sales materials in one place and a mobile-friendly platform. Other updates include:
– End-to-end Spanish experience
– Audience-specific content for Veterans, DSNP, CSNP and CarePlus
– Subject line modification
– Pre-appointment email
Agent Online Application
For those clients who want to self-enroll in a Med Supp plan, you can send them your Agent Online Application link (obtained through Humana MarketPoint University) after a fully compliant sales presentation.
Enrollment Hub’s end-to-end workflow lets you complete everything for virtual enrollment in a single tool: SOA, integration with Rx Calculator and MA, MAPD, DSNP, PDP and IDV enrollment. The prefilled CMS data reduces pending applications, making the enrollment process faster, more accurate and more efficient. Use it in the Google Chrome browser for the best experience. Updates for AEP 2021 include:
– Electronic or telephonic SOA
– Electronic signature for all products in English and Spanish (except for Group or IDV)
– IDV products now supported
Use FastApp via Vantage to enroll clients in a Med Supp plan. Use it in the Microsoft Edge browser for the best experience. Recent enhancements include:
– Electronic signature option
– Telephonic signature option
Rx Calculator crunches the numbers for you so you can look beyond premium costs and understand total costs of premiums, deductibles and copays. This tool provides the transparent information your clients need to find a drug plan that fits their needs and budget. The Blue Button 2.0 integration makes it even easier and faster to ensure clients’ prescriptions are covered in their Medicare Advantage or Pard D plan.
Find a Doctor tool with Care Highlight program
Humana’s Find a Doctor tool with Care Highlight program helps you and your clients find in-network doctors. This tool provides you with an intuitive interface that lets the client filter results to find a provider that fits your client’s needs. With the Care Highlight rating system, you and your clients have access to provider information on clinical quality and cost-efficiency for many providers. Ratings are subject to error and should only be used as one factor in making a decision about which physician to choose. Learn more by watching this on-demand webinar and with this one-pager.
The Vantage Agent Portal is your one-stop resource for Humana online tools, sales and marketing materials, training and professional enrichment. We’ve added the Plan Eligibility guide link to the DSNP Verification link. We’ve also enabled the DSNP Verification link for Florida as well for faster, easier verification. (CarePlus will still provide a phone number for verification.)
Humana Telesales Agent
Have a client with a like-to-like plan change (e.g. one MAPD plan to another MAPD plan)? Ask clients to call a Humana Telesales Agent to complete the plan-to-plan change at 1-877-367-6174, seven days a week, 8 a.m. to 8 p.m. Using a Humana Telesales Agent helps you spend less time on the enrollment process and more time cultivating prospects and deepening client relationships. Plus, you’ll retain your Agent of Record status.
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My Humana Business Center
As your go-to post-enrollment tool, My Humana Business Center gives the insight you need to provide exceptional customer service to your Book of Business. With enhanced transparency and 24/7 accessibility, you have the information you need on your clients right at your fingertips.
Don’t waste anymore time on the phone checking on your clients’ enrollment status. Instead, get the enrollment status of your Book of Business in a few clicks at My Humana Business Center. Leverage My Humana Business Center’s reporting to get the upcoming month’s birthdays so you can send personalized birthday cards and stay top of mind with your clients. Use the Service Inquiries feature to report any customer concerns directly to Humana.
Want more resources? We’ve got them.
Humana makes caring for your Book of Business easier with these resources: