annual enrollment period
Reviewing your plans
How to best prepare for AEP- 8m 35s
3 Steps to Shopping your Plans this Annual Enrollment Period
- STEP 1- Choose to Email Shop or Schedule a Phone/Zoom Appointment
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- Tip– If you are content with your coverage but want to make sure it is still OK for next year, we recommend that you utilize our email shopping.
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- STEP 2- Complete Questionnaire– Once you have selected how you would like to review your plans, you will be prompted to complete our newly simplified AEP Questionnaire.
- STEP 3- Scope of Appointment Form– Following your submission- HTA will be sending you a separate email with a link to complete your SOA.
- NEW CMS Rule– SOA must be received 48 hours prior to your appointment. We cannot shop your plan unless we receive an updated SOA on file!