Navigating Medicare and NY State of Health: Applications, Benefits, and Doctor Lookups

Professional online training session for insurance brokers conducted by SJR Coverage Counselors
Current Status
Not Enrolled
Price
Free
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Course Description

This comprehensive course is designed to empower healthcare agents and support staff with the tools and knowledge needed to guide consumers through the Medicare and NY State of Health application processes. The course covers two main modules:

Module 1: Medicare Application and Tools

  • Scope of Appointment Creation: Learn the different methods to secure permission to discuss Medicare benefits with consumers, including text, email, and in-person processes.
  • Doctor and Medication Lookups: Step-by-step guides for accessing and using each carrier’s portal to search for doctors and medications.
    • United Health Care
    • Health First
    • Aetna
    • Anthem
    • VNS
    • Elderplan
    • Centene
    • Metroplus
    • Sunfire
  • Application Completion: Master the process of completing a Medicare application, whether over the phone or in person, for a seamless consumer experience.

Module 2: NY State of Health Marketplace

  • Application Process on NY State of Health:
    • Inputting income and immigration details.
    • Accurately completing the application form.
  • Explaining Benefits: Learn how to clearly present plan options and carrier benefits to consumers.
  • Plan Selection and Doctor Lookup: Help consumers make informed choices by navigating carrier portals to find doctors and assess network compatibility.
    • EmblemHealth
    • MetroPlusHealth
    • MVP Health Care

Learning Resources

  • Detailed video tutorials for each carrier’s portal and NY State of Health Marketplace.
  • Practical examples for creating and managing a Scope of Appointment.
  • Troubleshooting tips for common challenges in applications and doctor lookups.

By the end of this course, you’ll have the expertise to confidently assist consumers with Medicare and NY State of Health applications, ensuring they receive the best care options tailored to their needs.