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Medicare Coverage Options Review Print

Medicare Coverage Options Review (MCOR) Appointment - a great opportunity to build credibility and position yourself as a senior market expert!

Attention Producers: During Lock-in, we offer MCOR appointments filtered for either low-income/dual-eligibility or for a chronic condition

Click here to order pre-sets today and maximize your earning potential during Lock-in Period!

MCOR appointments can be further customized to target a particular demographic.  Below are the product variations you can order via our site (customized solutions are available upon request):

  • Any Eligible (Anyone with Medicare Part A and B during AEP/OEP or Dual Eligibles and Chronic Conditions during Lock-In) 

This product is the best for those of who have products allowing you to work with either aging-in, dual-eligible or special needs recipients.   

  • MCOR - Dual Eligibles Only

For dual eligible appointments, we will use census data as a guide, but will verify dual-eligibility by asking an additional screening question confirming that a senior has coverage from their respective state equivalent to what is commonly referred to as Medicaid in additon to Medicare Part A and B.

  • MCOR - Chronic Illness/Special Needs

We will verify eligibility for a special need product based on a chronic condition in addition to verifying Medicare Part A and B eligibility.   Please review the default list of chronic conditions used in our telemarketing scripts.  Since SNP plans have varying eligibility criteria, please pay special attention to the list and if you want us to make changes, please be sure to specify the correct set of qualifying questions in the comments secions of the order form.  Please also note that that we do not filter out dual eligibles as a part of the SNP script.

We are happy to offer a great alternative to our Turning 65 pre-set appointments - a high-quality "Turning 65" DNC-scrubbed marketing list that can be used for individual agents marketing needs.  Please visit the Marketing Leads Program page.

New CMS Medicare Advantage Marketing Guidelines Explained

Please be sure to download a copy of the CMS Sales Appointment Confirmation Form which can be used later for documentation purposes.

Here is an example of the level of information typically expected from an Education Appointment:

The ABC's and D of Medicare