10/16/2026
Agents, your client has Medicare and Medicaid—but which D-SNP can they actually enroll in? Before you choose a plan, you need to check their Medicaid level, their county, and the enrollment period. Roel from UnitedHealthcare is here to walk us through the Texas process and explain the Jarvis tool that can help.
📧 Want to get contracted? Email me: [email protected]
2027 D-SNP training for insurance agents: understand Medicaid levels, Texas STAR+PLUS integration, and the eligibility questions to answer before enrollment. Luis Moreno with Insurance Agent Training sits down with Roel from UnitedHealthcare for a practical discussion of Medicare and Medicaid, local enrollment processes, and the resources agents can use when reviewing dual-eligible clients.
IN THIS TRAINING:
✅ Medicaid categories, including QMB, QMB+, SLMB+ and FBDE.
✅ Low-Income Subsidy (LIS), also called Extra Help.
✅ Aligned versus integrated Medicare and Medicaid coverage.
✅ Medicare-first and Medicaid-first processes discussed for Texas.
✅ The Jarvis Medicare/Medicaid verification tool.
✅ Home-care agency and provider checks.
✅ Plan transitions and questions to confirm with your local representative. ✅ SSBCI eligibility and healthy food and utility benefit verification.
✅ How to locate your local UnitedHealthcare representative.
Interested in building your ACA and Medicare business? Connect with Luis about training, support and contracting opportunities.
Get started with contracting: https://insuranceagenttraining.net/welcome
Shop IAT training and resources: https://iat.agency/training
Insurance Agents Wanted | ACA and Medicare Training
📞 Call/Text: 210-972-9558
🌐 InsuranceAgentTraining.net
https://youtu.be/-8hW2CTgkgM
Agents, your client has Medicare and Medicaid—but which D-SNP can t...
