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Apollo Medicare Enrollment Set up & Processes

Apollo is a chosen Medicare enrollment partner and it is important that all CSM's know how to establish them as an enroller in benefitbay and follow consistent processes to manage our mutual clients

Add Apollo as An Assign Enroller

To start you will need to assign Apollo as an enroller for the Agency. Go to the Agency 'Enrollment Partners' tab and assign Apollo using the drop down menu.

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Once they are assigned to an agency, you will be able to assign them as an enroller to any employer client owned by that agency. To do this, you will go to the 'enrollment periods' tab of the employer group you want to assign them to.

Click the three dots at the top right of the page and go to 'Manage enrollers'. 

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Once you're on the 'Manage enrollers' page, you will assign the Apollo enrollers so they have access to that group. The Apollo enrollers will receive an email alerting them that they've been assigned to this group. 

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Lastly, you will add Apollo's booking link to the medicare section under the 'enrollment paths' tab. Make sure to apply to all states. Click here for the Calendar link. 

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Key Contacts: 

  • Jared Boyett– Sales, Collateral, Adding State Licensing (jboyett@apollo-insurance.com)
  • Miles Serig – Junior Partner; oversees the Apollo team, including the Medicare division 

    (mserig@apollo-insurance.com)

  • Bill Archambault – Medicare Manager; handles Medicare operations (billa@apollo-insurance.com)

Benefitbay Specific Phone Number: (816) 282-1687

Benefitbay Specific Email: 

Apollo Process:

New Group:

Benefitbay CSM will email Apollo after assigning a new group and provide the following information: 

    • New Group Name
    • Census information for 64+ employees (if dependents fall in that category, please also provide the employee they are a dependent for)
      • PASSWORD PROTECT THE CENSUS FILE (password: BB-Apollo)
    • Any additional notes (e.g., time sensitivity, language barrier, etc)
On-going Service:
  • Support team will send Apollo a list of employees turning 65. This list will be sent by Support 4 months prior to the employee turning 65
  • Once a list of eligible employee is received, Apollo will reach out via email. If eligible individuals do not book a call after five days, Apollo will begin to outreach via phone.
  • Ongoing Support/Escalations between benefitbay and Apollo will be managed through Google Chat as it is HIPAA compliant and secure 
  • Apollo will be have access to benefitbay and will assist with payment set up on Part B and supplemental policies. 
  • Apollo will load Medicare plan details into benefitbay. 
  • Apollo will service renewal policies

Educational Content 

Educational content and collateral can be found in Sharepoint by clicking here.