How to Close Out ACA Cases & Build Your Medicare Pipeline

Описание: In Field Ready Fridays – Session 4, we break down exactly how ACA agents should wrap up Open Enrollment, protect commissions, and turn their Marketplace book into a long-term Medicare growth strategy.

This session focuses on three critical areas:
✔️ Cleaning up and reconciling your ACA enrollments
✔️ Strengthening post–Open Enrollment retention
✔️ Building a Turning-65 pipeline to transition clients into Medicare

If you sell ACA Marketplace plans, this training will help you avoid reconciliation issues, reduce client churn, and create predictable Medicare opportunities from your existing book of business.

In This Session, You’ll Learn:

🔎 How to Properly Close Out ACA Cases

Verify active enrollments through EDE/Marketplace portals

Resolve “Data Matching Issues” and pended applications

Prevent reconciliation problems and unexpected tax bills

Cross-check carrier rosters with your CRM to protect commissions

📞 Post–Open Enrollment Retention Strategy

Implement a 30/60/90-day follow-up system

Reduce billing and ID card servicing calls

Increase client loyalty and renewal stability

Identify high-churn clients before they leave

🎯 Turning 65 Cross-Sell Strategy

Tag 63+ clients in your CRM

Build a Medicare pipeline months in advance

Educate clients early about ACA-to-Medicare transitions

Automate outreach and set pre-65 planning appointments

This is a practical, step-by-step training designed to help ACA agents retain more clients, reduce administrative fire drills, and position themselves for a stronger Medicare season.

00:00 Start
00:10 Welcome
00:42 Introduction - Purpose of session
02:30 Chat time
03:06 Carrier and CMS Reconciliation Basics
06:29 Top Reconciliation Tips
09:09 1095 A Example talk
11:06 Post-Enrollment Retention
11:54 First 60 day window
14:07 Post OE Workflow
16:23 Workflow Cont'd
19:57 Handling Common Post-OE Issues
21:44 ACA is a Medicare Pipeline
23:26 T-65 Identification System
24:56 Sample Script
25:32 Compliance Do's and Don'ts (High Level)
27:57 Action Items moving forward
28:24 Sales Dev Team
29:00 Wrap up
30:21 Agent Testimonial
32:18 Thank you