I get asked a lot during AEP if we can move MA & PDP contracts, and unfortunately, it can’t be done. The first and second quarter of the year is a great time to get appointed with Medicare Advantage and Part D carriers. It is also a perfect time to transfer any contracts you may have, especially if you cannot get a release from your current FMO.
No Releases Needed
From the beginning of the year through first part of June, you can transfer your existing Medicare Advantage and Part D contract to Producers XL – no release needed. If you can get a release from your current FMO, it will speed up the process. But if you can’t? We need to wait 90 days, and we’ll be off to the races.
Why would you want to move?
ProducersXL has the tools and resources you need to help with your Medicare business. We have our Medicare Search & Save platform that gives you the ability to quote and save your MA and PDP quotes, provider searches, access to an E-SOA, a powerful CRM, a PURL “Personal URL” that can be utilized to help you collect information on your clients and prospects. Additionally, we have the tools needed to help you stay compliant with the new CMS call recording regulations. We hear it all the time from other agents that they do not get the attention they need from their current FMO or they feel like they are just a number among so many other agents. Here at ProducersXL we strive to give you that personal experience. When you do call, you will be talking to someone with the experience to answer your most difficult questions.
Access to other products and services
Not only does ProducersXL work in the Medicare market, but we also can help you with Life Insurance, Long-term Care, Disability Income, Annuities, and various other ancillary products like Dental Vision & Hearing plans, Critical Illness, Accident, and Hospital Indemnity.
We welcome the opportunity to earn your business. We make the contracting process simple, and if you are interested in transferring your existing contracts, we’ll guide you every step of the way.