Strengthen Retention This Summer: Simple Ways to Stay Connected.
Summer is the perfect time to check in with your clients and help reduce dis-enrollments before AEP. A little outreach now can go a long way in building trust, satisfaction, and loyalty.
Make a mid-year check-in call.
A friendly call to ask how things are going with their plan can uncover concerns before they become problems.
Send a simple thank you or wellness reminder.
A quick note or email about using benefits like dental, vision, or wellness rewards shows you’re still there for them and reminds them of the value of their plan.
Support their care plan with a PCP visit.
Encourage members to schedule a check-in with their primary care provider. Staying connected to their doctor helps them manage chronic conditions, stay on top of preventive care, and feel confident in their coverage.
Ask if anything has changed.
Life changes like moving, retiring, or getting Medicaid eligibility could affect their coverage needs. Be proactive in helping them stay aligned with the right benefits.
Use the tools in Select Health Link.
Search for members, submit HRAs, and follow up using Link tools to support ongoing engagement.
Strong retention now means a healthier, more stable book of business going into AEP.
Need help or ideas? Reach out to the Medicare Advantage Agent Support (MAAS) team at 801-442-7320 or MAAS@selecthealth.org. We’re here to support your success all year long.
Stay Sharp: Ongoing Agent Trainings Available Every Month.
Whether you're a new agent or want to brush up before AEP, our monthly agent trainings are a great way to stay informed, confident, and connected.
We offer both in-person and virtual options to fit your schedule:
Utah Agents
- In-person training: Once a month
- Virtual trainings: 1st and 3rd Thursday of each month
Colorado Agents
- Virtual trainings: 2nd and 4th Thursday of each month
Nevada Agents
- Virtual trainings: 1st and 3rd Wednesday of each month
Our sessions cover:
- Plan benefits and positioning
- Enrollment tools and process tips
- Compliance reminders
- Member engagement strategies
- Live Q&A with our training team
Want to attend?
Help Members Get a House Calls Visit—and Earn $50.
If you're working in Utah or Colorado, there's a simple way to support member health and earn extra this summer. When you help a new Select Health Medicare member complete a HouseCalls doctor referral form, you’ll receive a $50 incentive for making the connection.
Here’s how it works:
- After enrollment, assist your member with filling out the House Calls referral form in Link.
- Submit the form within 14 days of the member’s effective date.
- Once submitted, you’ll receive $50 for your referral. This incentive is only available to licensed agents writing business in Utah or Colorado.
These in-home visits give members one-on-one time with a licensed clinician, helping improve preventive care and satisfaction, especially for those with chronic or complex conditions.
Questions? Contact your SAE or the Medicare Advantage Agent Support (MAAS) line at 801-442-7320 or email MAAS@selecthealth.org
Recertification Reminder.
An email containing a link to the recertification module will be distributed within the next couple of weeks. Product updates will be rolled out during agent seminars this fall.
CMS Update: Race & Ethnicity Questions Removed from Enrollment Forms.
CMS has announced that race and ethnicity questions are being removed from the model enrollment form and are no longer required as part of the enrollment transaction.
Here’s what you need to know:
- Effective immediately, if a member responds to the race and ethnicity question, plans will report the answer as:
- “Form left blank” or
- “I choose not to answer”
These fields are now considered optional and are being phased out.
Starting January 1, 2026, race and ethnicity fields will be completely removed from the enrollment transaction.
What this means for you:
You don’t need to collect or submit any race or ethnicity data from members. If a member does fill it out, we’ll handle it from the plan side.
As always, thank you for ensuring enrollments are submitted accurately and on time!