How to Stay Compliant During All Medicare Sales
Need help staying compliant with all of the new CMS changes? Were here to help you make sure you stay compliant during any Medicare appointments and sales! ⟶
Need help staying compliant with all of the new CMS changes? Were here to help you make sure you stay compliant during any Medicare appointments and sales! ⟶
Need help staying compliant with all of the new CMS changes? Were here to help you make sure you stay compliant during any Medicare appointments and sales!
Read MoreWhat is a covered entity under HIPAA? Hospitals and doctors' offices aren't the only places responsible for HIPAA Privacy Practices. Because you sell health insurance, you're also required to keep your clients' information safe.
Read MoreThe Centers for Medicare & Medicaid Services have some strict rules on what insurance agents can and cannot say during a Medicare sales appointment. Therefore, let's get into it! During Medicare sales appointments, you can't say…
Read MoreMedicare agents must adhere to CMS regulations when marketing Advantage and prescription drug plans. This includes recording calls, using a specific disclaimer, and obtaining permission to contact. Staying compliant is crucial, as secret shoppers assess quality and compliance.
Read MoreScopes of Appointment (SOAs) can be a foreign idea, but the basics of SOAs play a major role in the industry. Who does an agent get an SOA from? Is an SOA form required for an agent to meet with an existing client? We answer these questions and more.
Read MoreLooking for clear guidelines on what is allowed at a Medicare educational event or sales event? Here are rules on what agents can and can't say during these events.
Read MoreAgents who sell Medicare Advantage and Part D will need to ensure they discuss specific CMS-required topics with beneficiaries prior to enrollment. We list those requirements here.
Read MoreIf you're curious about how to become certified to sell Affordable Care Act Marketplace plans, we're here to help guide you through Federally Facilitated Marketplace, or FFM, training and certification!
Read MoreAre you trying to figure out how to keep your marketing materials and practices CMS-compliant? Our Q&A article will help insurance companies and agents stay CMS-compliant on marketing materials. Read more...
Read MoreEvents are often a great way to generate leads. What is allowed at seminars for the 2024 Annual Enrollment Period?
Read MoreAre you considering holding a marketing event to get the attention of more Medicare clients? You’ll need to follow CMS’ rules for hosting sales events.
Read MoreIn their Final Rule for Contract Year 2023, the Centers for Medicare and Medicaid Services (CMS) implemented Third-Party Marketing Organization requirements that will impact your business.
Read MoreThe AHIP certification is a process that's required yearly. The AHIP certification test costs $175, but many carriers offer a discounted rate of $125 if you take the exam through their agent portals.
Read MoreStarting July 10, 2023, promotional materials for MA, Part D, and Cost plans that mention any benefits will be considered marketing and will need to be filed with and reviewed by CMS.
Read MoreRecently, CMS released their HHS Notice of Benefit and Payment Parameters for 2024 final rule. We’ve noted the changes marketplace agents should be aware of.
Read MoreIt's tempting to hit the ground running with Medicare Advantage and Part D, but you can't just pick up the phone and start calling. Read up on Medicare sales and permission to contact!
Read MoreOur Compliance Department has analyzed the Centers for Medicare & Medicaid Services 2024 Final Rule for Medicare Advantage and Part D and noted the changes that will most impact agents like you.
Read MoreProtecting your clients' sensitive PHI and PII is a top priority. Follow these cybersecurity best practices to guard against cybercriminal attacks.
Read MorePrepare now. CMS' 2024 Proposed Rule points to a return to more regulated Medicare Advantage and Part D communications and marketing guidelines for the upcoming plan year.
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