When selling D-SNPs, what must an agent confirm?

When selling Dual Special Needs Plans (D-SNPs), it is essential for an agent to confirm the customer's Medicaid level and Medicare Part A entitlement. This is crucial because D-SNPs are designed specifically for individuals who are eligible for both Medicaid and Medicare, particularly those who are low income or have specific health needs. Understanding a client's Medicaid eligibility ensures that they qualify for the specific program being offered and helps the agent tailor their recommendations effectively.

Confirming the Medicaid level also helps in understanding the additional services and supports that can be coordinated for the client since these plans often offer benefits that go beyond standard Medicare coverage. This information is foundational for accurately guiding clients in making informed decisions about their healthcare options.