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Medica Agent Resources and Materials

Save the Date — 2021 Medica Broker Forums

Reserve your spot for our 2021 Broker Forums
We’re excited to be back on the road hosting in-person Broker Forums for our Medicare and Individual & Family products starting in August. Join us to learn about our new expansion territories, enhancements to our current product portfolio, and so much more.

RSVP today by going to www.medica.com > For Brokers > select Medicare or Individual and Family > Training and Events > Events Calendar.

View the upcoming Medica Broker Forums

We look forward to seeing you.

Introducing the new face of Medica!

New Medica Logo 2021

The Medica brand is getting an update! Over the next several months you’ll start to see a new look across our communications, our websites and our advertising. We will appreciate your patience as we complete this transition and are excited to share it all with you.

Don’t worry. We’re the same Medica, with the same commitment to being your trusted health plan of choice.

Doing Business With Medica

Ordering ID cards for clients

You now have the ability to order member ID cards from the Medicare and IFB Broker Portals. If a client needs your assistance with ordering, click on “Order ID card” under Quick Links and it will direct you to the appropriate form.


Medica address information for submitting documents

There have been a high volume of documents that are being mailed and faxed to incorrect Medica departments. Misrouted mail causes delays in processing and may negatively impact your clients. Please review the Medica addresses and make sure you’re sending documents to the correct location. In addition, you can find the most current version of documents on the Marketing Hub.

Please note: There are separate Secure Document Upload pages for Medicare and IFB, so make sure you’re accessing the correct page on Medica’s Broker Portal when you’re submitting documents for a specific plan type.

Medicare Market

New Medica Medicare Supplement plan options coming in four new states

Medica will be expanding their Medicare Supplement plan offerings into four new states effective March 1, 2021. In addition to the Medicare Supplement plans currently available in Minnesota, Medica will be offering Plan Types A, F, G, and N in Iowa, Nebraska, North Dakota, and South Dakota.

We will be hosting upcoming Medica Medicare Supplement plan trainings at the end of February. Visit our Training and Events page on Medica’s Broker Portal to enroll.

The electronic application and pre-sales kits will be available on March 1 and Medica will provide additional details soon. In addition, sales materials will be available in the Medica Marketing Hub beginning March 1.

If you have any questions, contact your Sales Relationship Manager or the Broker Services team.

Updated Medicare Advantage sales materials available in the Marketing Hub

Updated Medicare Advantage materials are available to order or download in the Medica Marketing Hub. If you have existing Medicare Advantage sales kits, they need to be updated with the new business reply envelope and application forms so there is no delay in processing. There is also an updated disenrollment form for members. Below are the impacted materials:

  • 2021 Advantage Solution Application Form
  • 2021 SE MN Advantage Solution Application Form
  • 2021 IA/NE Advantage Solution Application Form
  • 2021 Advantage Solution Business Reply Envelope
  • 2021 Advantage Solution Disenrollment Form

Doing Business With Medica

Explore the Broker Client View tool

Take advantage of Medica’s Broker Client View (BCV), a self-service tool that allows agents to view their Medicare and Individual & Family (IFB) clients. BCV provides access to a robust dashboard of your Medica book of business and gives you access to important member plan details to support growth and retention of your clients. You’ll also have the ability to export and download your Medica book of business.

We also enhanced BCV to include an Agency and Field Marketing Organization (FMO) view, which enables the Head of Agency or the Head of an FMO the ability to view their entire book of business and the book of business associated with their downline agencies and brokers.

For more detailed information, reference the Broker Client View User Guide.
If you have any feedback or questions, reach out to your Sales Relationship Manager or Broker Services.


Information and resources about COVID-19 vaccines

Have questions about the COVID-19 vaccine? The Medica COVID-19 Vaccine FAQ will give you answers to several anticipated questions. We also encourage you to visit Medica.com/COVID-19 for up-to-date information as well as the following websites:

Medicare will be sharing information about vaccines on our web and social media pages. Access our social media campaign for helpful tools to help you with your own messaging:
COVID-19 social posts for employers and brokers

Happy holidays!

The holiday season is here and we’d like to take the time to say thank you for being a Medica partner. 2020 has been a very challenging year for all of us but because of your partnership and trust in Medica, we were able to take care of our members and have a successful year. We’re looking forward to 2021 and continuing to enhance our broker and member experience, as well as announce new products and territories. We are truly grateful for your trust in Medica and hope you take the time to enjoy the holidays. Wishing you a very healthy and happy holiday season and a wonderful New Year.

Sincerely,
Your Medica Sales Team

Doing Business With Medica

Compliance Corner

Remaining compliant through all beneficiary interactions is an important goal. It not only helps to avoid penalties and disciplinary actions, but also to better serve Medica’s current and potential members.

Below is a friendly reminder to help achieve this goal:

  • CMS prohibits engaging in or promoting activities that intend to target the MA OEP (January 1 to March 31) as an opportunity to make further sales.
  • During the Medicare Advantage Open Enrollment Period, CMS prohibits calling or contacting former enrollees who have selected a new plan during the Annual Enrollment Period.

Broker Services holiday hours

With the upcoming holidays, we wanted to provide you with the holiday hours of our Broker Services team.

Holiday Day of Week Special Hours
December 24 (Christmas Eve) Thursday 8:00 a.m. — 12:00 p.m.
December 25 (Christmas Day) Friday Closed
December 31 (New Year’s Eve) Thursday 8:00 a.m. — 5:00 p.m.
January 1 (New Year’s Day) Friday Closed

COVID-19 information and resources

If you or your clients have questions related to COVID-19, visit the COVID-19 Information and Resources page to learn more about important reminders and Medica’s coverage for COVID-19.

Medicare Market

Medicare Advantage Open Enrollment Period

The Medicare Advantage Open Enrollment Period (MA-OEP) will begin on January 1 and run through March 31, 2021. The MA-OEP gives individuals enrolled in a Medicare Advantage (MA) plan the ability to enroll:

  • In a different MA plan with prescription drug coverage
  • In a different MA plan without prescription drug coverage
  • In Original Medicare and a stand-alone prescription drug plan
  • In Original Medicare

Individuals who take advantage of the MA-OEP can only make one change and it will be effective the first of the month following the enrollment submission. Reference the MA-OEP tip sheet for additional details. If you have any questions about the MA-OEP, please contact your Sales Relationship Manager or Broker Services.

Individual & Family Business

Open enrollment reminders

The Open Enrollment Period is coming to an end. Consumers can enroll in our 2021 Individual & Family Health plans through their state Health Insurance Marketplace or directly through Medica (Off-Marketplace).* All applications need to be submitted by the key enrollment dates noted below:

  • December 15 for all Medica states except MN
  • December 22 for MN

*Off-Marketplace plans will be available through the Broker Portal in all states except in Oklahoma where off-Marketplace plans will be available through a paper application process only.

Member Communication & Outreach

Medicare Advantage member ID cards coming soon

All Medica Advantage Solution members will receive a new ID card in the mail in late December. In that mailing, we will insert information they need to know about their new ID cards and a few additional changes to the member experience. View the insert below.

Important 2021 Medica Advantage Solution Plan Information

Members will need to discard their old card and use their new card as of January 1, 2021.

Medica Broker Client View Enhancements

We’re excited to release an update to Broker Client View (BCV). The current view in BCV allows agents to view their Medicare and Individual & Family Business (IFB) clients. This new enhancement, which is now live, introduces the Agency and Field Marketing Organization (FMO) view in BCV and enables the Head of Agency or the Head of an FMO the ability to view their entire book of business and the book of business associated with their downline agencies and brokers. We have also made some enhancements to the dashboard for better visibility of your Medica business.

Reference the updated Broker Client View User Guide for more details.

Medica Broker Client View

Broker Client View (BCV) is Medica’s book of business dashboard. BCV features intuitive navigation in a secure environment with power data-driven functionality. This self-service tool offers opportunities for agents to support their Medica members and to grow and retain clients.

Click for instructions on accessing Broker Client View

Medica Medicare Advantage Materials

Check back for updated documents, we are continually refreshing as they become available.

Medica & Medsurety Health Savings Account

Medica has selected Medsurety to provide Individual and Family plan members with a Health Savings Account with a high level of service, and all the current online and mobile features to help you save and pay for your medical expenses.

Forms and Documents

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