Quoting an individual Medicare plan
Before you prepare a quote
Depending on which product you sell, you must meet certain requirements. See below.
Priority Health Medicare products
Complete the 2-step certification process. Remember: You must be recertified each year to prove you're up to date on Medicare plan changes.
Learn more about certification training.
Priority Health Medigap
You don't need to complete certification training, but you do need to have a completed agent agreement on file with us.
Get an agreement and learn how to submit it.
Quoting an individual Priority Health Medicare plan
You may automatically enroll your clients in Priority Health Medicare plans - no quoting necessary. However, to prepare for a sales appointment with a client, there are a few steps you can take.
- Learn more about the individual plans we offer - see plan information
- Confirm the sales appointment (see below)
- Visit prioritymedicare.com to get rates. If your client is ready, you can walk them through the enrollment process while you're there. Go to prioritymedicare.com.
Quoting for Priority Health Medigap coverage
Get a quote for your client at prioritymedicare.com. Remember, Priority Health Medigap products are underwritten, so the premium quoted may change based on the applicant's information. Go to prioritymedicare.com now.
Ready to apply? Go to the online application on prioritymedicare.com.
Medigap agent field guide
Use this guide to help you prepare Priority Health Medigap quotes and applications. Download field guide (338KB PDF). (You must be logged-in to see this document.)
Confirming a Medicare sales appointment
Prior to any face-to-face meeting, your client must give a formal confirmation that they are meeting with you specifically to talk about Medicare plans. You may get this confirmation in one of three ways:
- Record their confirmation in a phone conversation (if you have phone recording capability)
- Mail the client a Sales Appointment Confirmation form and having them return it to you before a scheduled appointment
- Have a client complete the Sales Appointment Confirmation form at the beginning of a walk-in or other unscheduled meeting
Download the Sales Appointment Confirmation form (97KB PDF). (You must be logged-in to see this form.)
Fax completed form to 616 942-7204 or scan and email to phmedicareenrollment@priorityhealth.com.
