Using Medicare Assets — Transcript

Full transcript

1. 0:00In this video, we will be covering the
2. 0:02Medicare specific assets that are
3. 0:04included in the Medicare branding
4. 0:06bundle. Due to the regulatory and unique
5. 0:09nature of Medicare as a product,
6. 0:11additional assets are included beyond
7. 0:14the standard branding bundle assets.
8. 0:16They can be found inside of the
9. 0:18automations
10. 0:20under Medicare assets 2.1 Medicare
11. 0:24enrollment periods and scope of
12. 0:26appointment.
13. 0:28Clicking on this folder will show you
14. 0:30some of the additional content that's
15. 0:31included, including AE, OEP, and T65
16. 0:37campaigns.
17. 0:39Also, scope of appointment requests and
18. 0:41notifications are included.
19. 0:45Each of these three campaigns, AE, OEP,
20. 0:49and T65,
21. 0:51are able to be sent to contacts at the
22. 0:54right point, enabling you to push them
23. 0:56and nurture them into a calendar
24. 0:58appointment.
25. 1:00Understanding how to trigger these
26. 1:02campaigns will be an important part of
27. 1:04how to use them. But first, let's review
28. 1:07the messages themselves.
29. 1:10Clicking on the automation, we can see
30. 1:12that each of these automations is
31. 1:15triggered by a tag that corresponds to
32. 1:18the name of the campaign.
33. 1:22Notice that the tag added 2.1 red
34. 1:25Medicare AE will trigger the AE
35. 1:28campaign.
36. 1:30In some cases, you may find drafted or
37. 1:33published workflows by default. So,
38. 1:35ensure that once you've reviewed, you
39. 1:38publish
40. 1:39the automations that you wish to
41. 1:41utilize.
42. 1:46Once the tag is added, the contact will
43. 1:49come in and wait till a specific date.
44. 1:52In the A campaign, wait until August
45. 1:5525th is the first step.
46. 1:58Please note that this date specific
47. 2:00action is set for 2025.
48. 2:03If you're using in future years the same
49. 2:05campaign, ensure that you adjust the
50. 2:08year to correspond to the current year.
51. 2:12If that date has already passed, the
52. 2:14contact will skip that email and move to
53. 2:16the next step.
54. 2:21Each of these emails in the AE and OEP
55. 2:24sequence give a heads up or notification
56. 2:27to these contacts, letting them know
57. 2:29that enrollment periods are just around
58. 2:32the corner. These will warm up contacts
59. 2:35so that they know when enrollment period
60. 2:37is open, you are the agent that they're
61. 2:39going to come to.
62. 2:44Additional heads up emails are sent. And
63. 2:46then finally, once enrollment is open,
64. 2:50emails with calendar links will be sent
65. 2:52out. Review and modify the weight steps
66. 2:55as desired.
67. 3:15Notice the first email, email 5 in this
68. 3:18version of the AE automation has grab
69. 3:21your appointment as a button.
70. 3:24Ensure that you have the right calendar
71. 3:26links and have done the customizing in
72. 3:29the calendar settings to ensure that
73. 3:31these links will function correctly.
74. 3:35Make sure that any changes to the
75. 3:37content or the spacing is saved
76. 3:40in the automation.
77. 3:48OEP has a similar structure using an OEP
78. 3:51tag and then waiting until December
79. 3:5315th,
80. 3:54then January 2nd, then January 16th, and
81. 3:58so on for future emails.
82. 4:01See, in this example, 2026 is set as
83. 4:03this selected date. And in the future,
84. 4:06if you're continuing to use the same
85. 4:08campaigns, make sure that you adjust the
86. 4:10selected date for the right year.
87. 4:14Save any action changes,
88. 4:17publish, and hit save.
89. 4:25Jumping ahead to the T65 campaign,
90. 4:28you'll notice that there are multiple
91. 4:30triggers in this example. In most cases,
92. 4:34these are either by adding a tag or by
93. 4:37adjusting a disposition.
94. 4:40The tag T65 Medicare campaign will add
95. 4:44contacts to the Medicare campaign.
96. 4:48Notice a couple if else branches where
97. 4:51we check the date of birth. If the date
98. 4:54of birth is empty and we do not have
99. 4:56that record, we'll simply add them to a
100. 4:59Medicare campaign. If you are bulk
101. 5:01adding a large list, we recommend
102. 5:04deleting this branch or deleting this
103. 5:06action to ensure that you do not send a
104. 5:09T65 campaign to the wrong audience when
105. 5:13their date of birth is empty. However,
106. 5:16if you are adding a contact with a date
107. 5:17of birth field filled in, that contact
108. 5:20will continue to filter around and
109. 5:23around until they are 64 and a half. If
110. 5:27they are over 65, we're ending the
111. 5:30workflow for them. But once they reach
112. 5:32the date criteria between 64 12 and 65
113. 5:37years, we're going to send them a
114. 5:39specific campaign letting them know that
115. 5:41as they approach 65,
116. 5:44Medicare information will be available
117. 5:46and your calendar link is included.
118. 5:52Review the language and edit the
119. 5:54messaging as necessary.
120. 5:57You can also redo and review additional
121. 6:00notes inside of the workflow stickies.
122. 6:06Scope of appointment is captured in two
123. 6:09methods with agent CRM. The scope of
124. 6:12appointment can be sent by clicking a
125. 6:14button or captured through the agent CRM
126. 6:17calendar.
127. 6:20Notice the scope of appointment request
128. 6:22automation is triggered by clicking a
129. 6:25check box. We'll review that in a
130. 6:27moment.
131. 6:29Once the checkbox is clicked, an email
132. 6:31will be sent
133. 6:33requesting a scope of appointment to be
134. 6:36filled in.
135. 6:39Additional setup is required and we'll
136. 6:41cover that as well.
137. 6:51Once the scope of appointment has been
138. 6:52filled in, an internal notification will
139. 6:55be sent to you to let you know that
140. 6:57you've received that new scope of
141. 6:59appointment form. These function based
142. 7:02on using the agent CRM native form.
143. 7:05Let's go there together.
144. 7:08On the left hand side under sites
145. 7:12form builder
146. 7:15look for the scope of appointment
147. 7:18calendar form.
148. 7:22Click preview to open up the form.
149. 7:27This is the look
150. 7:30and content of the scope of appointment
151. 7:31included by default with the agent CRM
152. 7:34Medicare branding bundle. Notice the
153. 7:37ability for a beneficiary, authorized
154. 7:39representative, or agent to book on
155. 7:42behalf of the contact.
156. 7:45If you are booking for the contact over
157. 7:47a phone, ensure that your first name is
158. 7:49the name of the client.
159. 7:53Once you fill in that information, the
160. 7:55scope of appointment will appear.
161. 7:58The language can be chosen and if you
162. 8:00choose beneficiary or authorized
163. 8:03representative, a signature option will
164. 8:05appear.
165. 8:08By default, this form is included in the
166. 8:10agency calendar. However, if you wish to
167. 8:13click to send, please go to copy that
168. 8:17link.
169. 8:21Go to a count customizer
170. 8:24calendars.
171. 8:27on the final step and select Medicare.
172. 8:31Notice a place for the scope of
173. 8:32appointment form link to appear.
174. 8:36Paste that link and hit submit. This
175. 8:39will ensure that as we click to send
176. 8:41that email will direct to the right
177. 8:43place.
178. 8:50Let's review how to manually send
179. 8:54in a contact profile.
180. 8:58Under Medicare scope of appointment,
181. 9:02notice the field scope of appointment,
182. 9:04click to send scope of appointment
183. 9:06request.
184. 9:09Clicking this box will automatically
185. 9:11send the scope of appointment and
186. 9:14shortly reset this checkbox so you can
187. 9:16send again anytime you wish.
188. 9:22Additionally, under settings,
189. 9:25calendars,
190. 9:29speak with your Medicare agent, the
191. 9:32scope of appointment form is already
192. 9:33built into the calendar.
193. 9:37Let's look at that calendar together.
194. 9:46Notice that when a client or contact
195. 9:49looks to book an appointment, we're
196. 9:51capturing a scope of appointment. This
197. 9:54ensures that every booked appointment
198. 9:56always has a scope of appointment on
199. 9:58file. They cannot book an appointment by
200. 10:00default without filling in a scope of
201. 10:03appointment.
202. 10:04If you wish to make further changes by
203. 10:06removing this form or requirements,
204. 10:09ensure that you're using the click to
205. 10:10send feature to capture the scope of
206. 10:12appointment and remain compliant.
207. 10:16One more compliance feature included in
208. 10:18the calendar is that your availability
209. 10:20by default is set to a minimum
210. 10:22scheduling notice of 48 hours. This
211. 10:26means that a contact cannot book within
212. 10:2948 hours, ensuring automatic compliance.
213. 10:37Reach out to our support team if you
214. 10:39have any other questions about modifying
215. 10:41or using the agency RM Medicare specific
216. 10:44assets.
217. 10:46As one last example here, we'll share
218. 10:48the tag AE campaign. Notice simply by
219. 10:52typing in AE
220. 10:55that the tag will appear and you can
221. 10:56instantly trigger that campaign that we
222. 10:58showed earlier.
223. 11:01T65 and other tags can be added to
224. 11:04instantly trigger to individual
225. 11:06contacts. If you wish to send to larger
226. 11:09lists, please watch the sending targeted
227. 11:11campaigns training in the agency CRM
228. 11:13activator.