My Toolbox

• Ancillary Gap Analyzer-Diagnose active health, medical, and illness coverage gaps. Evaluate exposure, manage budget allocation, and generate professional advisory summaries instantly.

• CSR cliq memo generator_v2-Assists CSR with handover notes

• Health_plan_comparator_v2-Compare two different health plans. 

• Key Resources for Medicare and Social Security Handout-Document provides direct links to essential forms, online application portals, and financial assistance programs related to Medicare and the Social Security Administration (SSA).

• Medigap OE calculator-Evaluate Federal Medigap Open Enrollment and Guaranteed Issue rights. Assessed criteria include Initial Part B timing, Voluntary Loss of Employer Group Coverage, and Loss of Medicaid.

• MA Trial Right Calculator-Determine if they are Trial right eligible

• MA SEP Webtool v4-MA SEP tool to determine if they would be SEP eligible

• MA vs MS scenario calculator-v11-Compares MA vs MS w/HIP & CII

• MA - PDP Plans Offered Lookup Tool (TPMO tool)-To help with TPMO disclosures

• MS HDG claims calculator v1-Review the claim process with MS HD G

• Client Needs Medicare Plan Analysis-It analyzes user inputs to formulate a composite risk score, advising a Medicare coverage of MAPD or Medigap and diagnosing misalignments between initial preferences and objective data.

• Medicare Low-Income Benefits calculator v4.1--Determines if a client would be eligible for LIS/MSP etc. 

• Medicare Supplement Carrier Market Intelligence v3.31--Compare Medigap carriers differences w/CSV import

• Memorator_26.6.27.2-Help with the call flow and make memo's

• Objections_lookup_v2-Overcoming Objections tool

• Outbound Intro script tool v1-OBC scripting tool

• Rate_increase_lookup_tool_v2-Review rate increases

• State Carrier Ancillary & GI Matrix v2-Tool to review state specific rules and HIP GI tool

• Underwriting_triage_engine_v3-Tool to help prescreening

• Zoom Scheduling Links-To help schedule using Zoom Scheduler