Mastering Medicare Series
Course overview
​
Welcome to ICBN Mastering Medicare Series. We're thrilled to have you on this journey. In the Coursework Overview, we’ll guide you through each upcoming module's theme and objectives. The subsequent modules will dive deeper into each topic with clear explanations, practical examples, and valuable insights to help you master the subject. Get ready to dive in and achieve your goals with confidence. Let’s get started!
​
These materials are intended solely for Medicare Insurance Broker training purposes and are not designed for use with clients.
.
.
%2000_22_10.png)
Course 01 :
Medicare Basics
As we kick of the Mastering Medicare Series, we will delve into the fundamentals of Medicare, covering essential topics such as Medicare Part A and B, enrollment periods, and key terminology. As you get ready to launch your Medicare Insurance Consultation businesses or seek a refresher, this webinar is designed to provide valuable insights and clarity.
-
Medicare Program Overview
-
Understanding Original Medicare (Part A and Part B)
-
Health Insurance Fundamentals
-
Types of health insurance plans (HMOs, PPOs, etc.)
​​
The materials presented in this webinar are intended solely for Medicare Insurance Broker training purposes and are not designed for use with clients.
.
.
%2000_56_31.png)
Course 02 :
Medicare Program Overview
In this session, we will explore "Option 1" - Medicare Supplemental Plans and Part D.
-
Medicare Supplement Insurance (Medigap) Overview
-
Importance of Medicare Supplement in managing healthcare costs
-
Enrollment process and eligibility criteria
-
Medicare Part D prescription drug coverage
-
Formularies, tiers, and coverage gap (doughnut hole)
-
How to choose the right Part D plan for beneficiaries
​
The materials presented in this webinar are intended solely for Medicare Insurance Broker training purposes and are not designed for use with clients.
.
.
%2000_57_59.png)
Course 03 :
Medicare Advantage
In this session, we will explore "Option 2" - Medicare Advantage Plans:
-
Medicare Advantage plan overview
-
The differences between Medicare Advantage and Original Medicare
-
Coverage options and additional benefits
-
Enrollment process and eligibility criteria
-
Sales techniques and strategies for effectively communicating with beneficiaries
-
Compliance regulations and ethical considerations in selling Medicare products
​
The materials presented in this webinar are intended solely for Medicare Insurance Broker training purposes and are not designed for use with clients.
.
.
%2008_46_21.png)
Course 04 :
Patient Engagement Best Practices
In this session, we will explore:
-
The importance of patient engagement in your Medicare business
-
Effective communication strategies for engaging Medicare beneficiaries
-
Building trust and rapport with patients
-
Addressing patient concerns and providing quality service
-
Using technology for patient education and communication
​
The materials presented in this webinar are intended solely for Medicare Insurance Broker training purposes and are not designed for use with clients.
.
.
%2019_06_49.png)
Course 05 :
Managing the Your Medicare Business
In this session, we will explore:
-
Pre-sale customer service and support
-
Post-sale customer service and support
-
Handling beneficiary inquiries and concerns
-
Managing renewals and policy changes
-
Leveraging data analytics for business growth and optimization
-
Establishing long-term relationships with Medicare beneficiaries
​​
Don't leave early. There's an additional half-hour BONUS SESSION — More MedicareCENTER
​
We'll be covering how to:
-
Create your Scope of Appointment (SOA)
-
Send Customer Links
-
Create a Call Report​
​
The materials presented in this webinar are intended solely for Medicare Insurance Broker training purposes and are not designed for use with clients.
.
.​
%2010_04_44.png)
Course 06 :
Regulatory Compliance & Ethical Standards
In this session, we will explore:
-
Understanding CMS guidelines and regulations
-
Compliance regulations for selling Medicare products
-
Ethical considerations in marketing and selling insurance
-
Ensuring privacy and confidentiality of patient information
-
Handling complaints and disputes ethically​​
​
The materials presented in this webinar are intended solely for Medicare Insurance Broker training purposes and are not designed for use with clients.
.
.​​​
%2000_23_15.png)
Course 07 :
Medicare Masters Program One-on-One Mentoring
This session is really about YOU. ICBN is focusing on your questions, needs, concerns, and a few miscellaneous things you ought to know. It's your chance to have your questions answered by Seth.
​
In addition, we will be covering 2025 CMS updates including commission rates and LIS (Low Income Subsidies) Extra Help.​​
​
The materials presented in this webinar are intended solely for Medicare Insurance Broker training purposes and are not designed for use with clients.
.
.
%2022_11_07.png)
Course 08 :
How to Host a Turning 65 Education Seminar
One of the most elemental pieces of your Medicare Insurance reviews will be hosting Turning 65 (T65) educational events. In this webinar, we'll cover what it takes to create and host an effective meeting — the planning, the execution, and the follow-up. By following the process outlined, you'll be well-prepared to deliver a successful and impactful seminar.​​
​
The materials presented in this webinar are intended solely for Medicare Insurance Broker training purposes and are not designed for use with clients.
.
.
%2013_31_49.png)
Course 09 :
Election Periods - AEP, MA OEP, ICEP, IEP, & SEPs
Every insurance broker needs to understand Medicare’s enrollment periods; know how to work them and how to be efficient with them for your clients. Whether you’re guiding clients through their initial enrollment, annual open enrollment, or special circumstances, this webinar will equip you with the essential knowledge to navigate these critical periods.
​
The materials presented in this webinar are intended solely for Medicare Insurance Broker training purposes and are not designed for use with clients.
.
.
%2014_02_42.png)
Bonus Course :
MedicareCENTER
-
Client Management: Agents can use MedicareCENTER to maintain detailed records of their clients, including their Medicare plans, contact information, and interaction history. This helps in providing personalized service and managing client relationships more effectively.
-
Quote Generation:
The CRM includes tools for generating quotes for various Medicare plans, which helps agents quickly provide potential clients with accurate information about their options.
-
Plan Comparison:
It allows agents to compare different Medicare plans side-by-side, making it easier to help clients choose the best plan based on their needs and preferences.
-
Appointment Scheduling:
MedicareCENTER often integrates scheduling tools, allowing agents to set up and manage appointments with clients directly through the CRM.
-
Compliance and Documentation:
The tool helps ensure compliance with Medicare regulations by managing required documentation and maintaining records of client interactions​.
​
The materials presented in this webinar are intended solely for Medicare Insurance Broker training purposes and are not designed for use with clients.
.
.
%2017_22_26.png)
Bonus Course :
Maximize 2024: Assist Dual Eligible before AEP
You've got your state license. You've passed AHIP. You've been appointed and credentialed with a few insurance carriers. Now what?
Learn how to:
1. Identify LIS or Medi-Medi clients
2. How to market to LIS or Dual Eligible clients
3. Enroll Dual Eligible clients utilizing a Special Enrollment Period
4. Follow-up and Next steps
and maximize your 2024 sales opportunities.
​
The materials presented in this webinar are intended solely for Medicare Insurance Broker training purposes and are not designed for use with clients.
.
.
%2011_59_42.png)
Bonus Course :
The Donut Hole 2024 vs. 2025
The Inflation Reduction Act will bring significant changes to Medicare Part D in 2025, focusing on prescription drug costs and payment flexibility:
​
-
Lower Out-of-Pocket Maximum: The out-of-pocket limit for prescription drugs will drop from $8,000 in 2024 to $2,000.
-
Simplified Coverage Stages: The coverage stages will be streamlined to deductible, initial coverage, and catastrophic coverage, eliminating the previous "donut hole."
-
New Payment Plan: Medicare members can now spread out their prescription drug costs into monthly payments, although this plan doesn't reduce the overall cost of drugs.
The following webinar is designed to preview how these change may impact your clients.
​
The materials presented in this webinar are intended solely for Medicare Insurance Broker training purposes and are not designed for use with clients.
.
.
%2014_03_25.png)
Bonus Course :
2025 Medicare Landscape
As AEP approaches, it's essential to stay ahead of the game. This webinar is designed to ensure your pharmacy is fully prepared for what’s ahead! Learn about the 2025 Med D contract landscape and effective strategies to get ready for the Annual Enrollment Period (AEP). Don’t miss this opportunity to gain a competitive edge and position your pharmacy for success in the coming year.
​
These materials are intended solely for Medicare Insurance Broker training purposes and are not designed for use with clients..
.
%2018_42_27.png)
Reflect, Recharge, and Get Ready for MA OEP 2025
In this session, we’ll walk through a 2024 OEP checklist to help tidy up your process and wrap up the Annual Enrollment Period smoothly. We'll also discuss what to expect in 2025, including General Enrollment, MA Open Enrollment opportunities, and how to leverage strategic partnerships. Get ready to reflect on this year’s success and recharge for the year ahead!
​
This webinar is for Medicare Insurance Broker training purposes only and not for client use.
.
.
%2011_37_16.png)
Medicare Marketing with Intent
Communication and awareness are crucial to your success as a Medicare insurance broker. This webinar focuses on Mastering Medicare marketing and driving business growth. We’ll explore effective strategies to build your pipeline, leverage market segmentation, and introduce key tools and resources available to support your efforts. Whether you're looking to optimize your approach or expand your reach, this webinar will provide you with the insights you need to succeed!
​
This webinar is for Medicare Insurance Broker training purposes only and not for client use.
.
.
%2019_38_35.png)
