How to walk confused clients through policy packets and EOBs
Just like tax law may not be confounding to an accountant, policy packets and explanations of benefits might make total sense to you as an insurance agent. But to many clients, both documents are almost like reading a foreign language. To help clients interpret the need-to-know portions of these important documents, you can cover three key points with them.
Connections newsletter: Gearing up for AEP with new products and technologyAmerican Enterprise Group’s subsidiaries — American Republic®, Medico®, Great Western Insurance Company, American Republic Insurance Services®, and Americare — are gearing up for the annual enrollment period (AEP) by releasing new products and upgrading their technology. Learn how they’re using the philosophy, “for the field, by the field,” to benefit all agents and customers in the summer issue of the Connections newsletter.
Customer mailings will be sent in June
Medico is required to mail the Dependent Care Semiannual Notice to customers in Illinois in June. Refunds also will be sent to qualified Medicare Supplement customers throughout the month. If clients call you with questions, you may direct them to Medico’s Customer Success by having them call 800-228-6080 or email email@example.com.
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Tuesday, June 8 at 10 a.m. Central time
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Wednesday, June 9 at 11 a.m. Central time
The 411 on Medico’s Gold and Platinum Dental plans
Thursday, June 10 at 2 p.m. Central time
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