Plan Advisors Blog

Lance Hoeltke

Recent Posts

AEP Time-Saving Marketing Tools, Tips, and Strategies

Posted by Lance Hoeltke on Mon, Oct 26, 2020 @ 07:00 AM

We know how hectic things can get around AEP. There are so many things you have to focus on that sometimes you may lose track of some tasks on your to-do list, including marketing. Suddenly you're in the thick of appointments and paperwork and your marketing efforts won’t be as thorough. 

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Have a Compliant AEP

Posted by Lance Hoeltke on Fri, Oct 23, 2020 @ 09:28 AM

AEP looks different this year thanks to COVID-19, so it’s more important than ever to make sure your Medicare marketing and sales comply with rules, regulations, and best practices. 

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Use Broker Connect to Simplify Enrollment

Posted by Lance Hoeltke on Wed, Oct 21, 2020 @ 09:34 AM

At Plan Advisors, we want to better equip you to serve your clients and the community. That’s why we now offer Broker Connect FREE to our brokers!

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Humana Helps You Protect Your Agent of Record Status

Posted by Lance Hoeltke on Mon, Oct 19, 2020 @ 12:00 PM

Questions related to protecting a book of business are common this time of year. One popular question is, “If my client initiates a plan change, will I remain the agent of record (AOR)?” 

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Broker Connect & Post-Enrollment Health Questionnaires: What you need to know

Posted by Lance Hoeltke on Thu, Oct 15, 2020 @ 06:45 PM

We know how eager you are to begin utilizing Broker Connect for quoting and enrolling clients this AEP. Rest assured that as of Thursday, October 15, Plan Advisors brokers are able to quote and compare all plans that are viewable on We want you to be the model of efficiency this year and know that Broker Connect is the tool to help you achieve just that!

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There Are Many Benefits to Volunteering – Humana Makes It Easy

Posted by Lance Hoeltke on Fri, Oct 02, 2020 @ 01:00 PM

It’s no coincidence that many successful brokers and agencies across the country are heavily involved in community volunteering. We don’t believe that business growth should be your main priority when volunteering, but it is often a nice ancillary benefit. And while the ultimate benefit lies with the people you are helping, the tremendous feeling of purpose and joy you receive can do wonders for your own well-being.

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Are You an Expert on the Part D Senior Savings Model?

Posted by Lance Hoeltke on Fri, Oct 02, 2020 @ 10:45 AM

By now, many of you have probably heard about the Part D Senior Savings Model being implemented by CMS for 2021. But are you confident that you can answer beneficiary questions about it? Even more, are you using it to market your services? Here are some details you can use to become the local authority on this major initiative.

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Help Clients Complete Health Assessments and Make More Money

Posted by Lance Hoeltke on Mon, Sep 28, 2020 @ 11:15 AM

Several MA carriers are compensating brokers between $25 and $60 for assisting new members with completing post enrollment health assessments. The surveys are brief and help the carriers identify resources that may be beneficial for individual members. This is another opportunity to create value for both client and plan sponsor, based on a member’s specific needs. Assessments are entirely voluntary, and we encourage brokers to assure their clients that the survey does not affect their enrollment status or eligibility. 

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Tags: Medicare Health Plans

The Importance of the Annual Notice Of Change

Posted by Lance Hoeltke on Mon, Sep 14, 2020 @ 04:07 PM

With Medicare’s Annual Election Period just around the corner, it’s time to review the Annual Notice of Change. ANOCs give beneficiaries a chance to review their current Medicare plans and change if needed. It’s the job of Medicare broker to go over these changes with their clients before AEP begins.

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In Depth Broker Connect Training Guide

Posted by Lance Hoeltke on Thu, Sep 10, 2020 @ 03:27 PM

We are excited to introduce our Broker Connect comparison, quoting, and enrollment tool to our brokers. After the challenges broker experienced with last AEP, Broker Connect is an easier way to shop and quote Medicare and enroll beneficiaries. 

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