Getting Contracted with Medicare Carriers: A Crash Course with Caroline Hou

The Medicare Agent Podcast

Вміст надано Sarah Jacobson. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Sarah Jacobson або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

1+ y ago 30:42

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Caroline Hou joins the Medicare Agent Podcast to give a crash course on Medicare carrier contracting. She explains the contracting process for new agents, including AHIP, carrier certifications, and choosing an FMO (Field Marketing Organization). Next, she breaks down the process of switching FMOs and how to streamline getting a release from your upline. Lastly, she shares the most common contracting mistakes and how to avoid them.

The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful medicare businesses and what they wish they knew when they started out.

FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use.

Learn more about Fairstreet at the link - www.thefairstreeet.com

Key topics + chapter markers:

(05:06) How do FMOs fit into the story of contracting

(10:26) New agent process for contracting through FMO

(00:15:21) How to switch FMOs

(22:19) Best time of year to switch FMOs (avoiding AEP)

(27:10) Open release policy explained

32 епізодів

#MBA #Business #Marketing #Sarah Jacobson #Medicare Brokers #Medicare #Medicare Business #Medicare Insurance Agent #Medicare Agency #Medicare Agent