Our office will be closed Wellabe’s office will be closed on Wednesday, June 19 in observance of Juneteenth. Regular business hours will resume on Thursday, June 20.   #goldencareagent #wellabe
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Download the re-registration guide before July 1 On July 1, 2024, we’re upgrading the agent portal to provide an extra layer of security to ensure you and your clients are well protected. We’re implementing multi-factor authentication (MFA), and you’ll need to re-register your account. To make the re-registration process go smoother for you, we suggest you complete the To Do list below within the next few weeks. To Do list before July 1 Locate your Wellabe agent number, Social Security number (SSN), and/or Tax Identification Number (TIN). Your Wellabe agent number can be found in your agent portal profile settings
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Be well prepared to sell Short-term Care insurance Wellabe’s Short-term Care insurance plan helps clients protect their finances from an unexpected situation in the future if they need extended care. To help you be successful selling Short-term Care policies, we offer sales and marketing tools on the agent portal. This reference for marketing and sales professionals can be used to answer your top questions. It also features a quick summary of the product. The Short-Term Care insurance underwriting guidelines walk you through the entire underwriting process, from start to finish. The article “How to explain Short-term Care insurance to clients”
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Security enhancements coming this summer It’s vital to make digital programs secure in a world where cyber security is threatened regularly. To fulfill our commitment to keep you and your clients well protected, Wellabe will be implementing multi-factor authentication for the agent portal on July 1, 2024. We want to make this as easy as possible, so we’ve selected the simplest process available. Once the upgrade is live, you’ll be required to re-register to verify your identity when you log into the agent portal and access MyEnroller®. To re-register, you will need your:         • Wellabe agent
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Use Wellabe.com as a sales tool Wellabe.com has resources to help you communicate the importance of having supplemental health insurance and being well protected. Direct your clients to free checklists, such as the Best foods for seniors shopping list and the Fall prevention at home checklist, to help promote healthy living. Use What is Medicare? Learn the ABCs — and Part D with clients who are new to Medicare and need a little extra help understanding what the different parts mean. Cover the expected and unexpected with supplemental insurance breaks down the different types of supplemental insurance and helps clients
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Coming Soon: New Application Requirements Beginning April 1, 2024, you will be required to provide the Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) for all new Health and Final Expense insurance applicants. This requirement will help streamline the application process by improving instant-decisioning and straight-through processing. SSNs and ITINs are a reliable and universal way to verify a person’s identity and will allow us to determine if someone already has coverage while reducing the number of duplicate accounts. We’ll also be able to properly identify household discount allocation for customers with multiple policies and verify coverage threshold.
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