Why is this training important?
Understanding plan names and IDs is crucial for maintaining consistency in our CRM and ensuring accurate client service. This knowledge helps:
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Prevent confusion between similar-sounding plans
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Accurately identify and discuss the correct plan with clients
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Reduce errors in data entry and retrieval in the CRM system
Training Video:
What is a Plan Name?
A Plan Name is the official title given to a specific Medicare health insurance plan offered by a private insurance company.
Ex:
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Aetna Medicare Eagle (PPO)
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MyTruAdvantage Select Plus (HMO)
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MyTruAdvantage Choice Plus (PPO)
What is a Plan ID?
A Plan ID is a unique identifier assigned to Medicare health plans and prescription drug plans.
Example: “H5521-286-0”
It typically consists of three main parts:
- Contract Number: ex “H5521”
- H: Managed Care Organizations other than Regional PPO
- R: Regional preferred provider organization (PPO)
- S: Stand-alone prescription drug plan (PDP)
- Plan Benefit Package (PBP) Number: ex "286"
- Segment Number: ex "0"
What types of Plans does this apply to?
Medicare Advantage plans and stand alone Medicare Prescription Drug Plans
Where to find Plan Names and Plan IDs?