Compliance

Do's and Don'ts of Medicare Compliance

Sep 27, 2023

Life as an agent before Medicare’s Annual Enrollment Period is a flurry of contracting and certifying. But there’s another C that’s even more important: Compliance. It’s not just something to consider during the busy season.  Read More

Compliance

What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales

Sep 19, 2023

For those new to Medicare Advantage and prescription drug plan sales and marketing, Scopes of Appointment (SOAs) can be a foreign idea. But the basics of SOAs play a major role in the industry.  Read More

Compliance

What Not to Say During Medicare Educational and Sales Events

Sep 14, 2023

Want to host a Medicare educational event or a Medicare sales event? It’s important to know that there are certain things you can and cannot say during these events! Just like how the Centers for Medicare & Medicaid …  Read More

Compliance

What CMS Requires Medicare Agents to Discuss Prior to Enrollments

Sep 8, 2023

Starting September 30, 2023, agents 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, so you can more …  Read More

Compliance

How to Become Certified for ACA Marketplace Sales with Federally Facilitated Marketplace (FFM) Training

Sep 5, 2023

Agents who sell within the Affordable Care Act (ACA) insurance marketplace must complete an annual certification before they can sell each year. This is known as the Federally Facilitated Marketplace (FFM) certification.  Read More

Compliance

Are Your Medicare Marketing Materials Compliant?

Sep 5, 2023

Insurance companies and agents are tasked with remaining compliant with the Centers for Medicare & Medicaid Services (CMS) while marketing their services. It makes sense on the surface, but the details may need some …  Read More

Compliance

Rules for Hosting a Compliant Medicare Educational Event

Aug 31, 2023

Events are often a great way to generate leads. What is allowed at seminars for the 2024 Annual Enrollment Period? The Centers for Medicare and Medicaid Services (CMS) have set forth rules on what you can and cannot do when …  Read More

Compliance

Rules for Hosting a Compliant Medicare Sales Event

Aug 25, 2023

Are 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. Check out our streamlined version of the Medicare Advantage & Part D …  Read More

Compliance

Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You

Aug 22, 2023

In 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. The marketing and communication updates …  Read More

Compliance

What Is AHIP Certification and How Do I Get It?

Jun 6, 2023

You have your leads in hand and your contracts signed, so you’re ready-to-sell, right? Well… almost. Did you complete your AHIP certification yet? Remember, the government administers Medicare Advantage plans — and that means …  Read More

Compliance

CMS' New Definition of Marketing & How It Affects Agents Selling Medicare Plans

May 12, 2023

On May 10, 2023, the Centers for Medicare & Medicaid Services distributed a memo that more strictly defines “marketing” in regards to Medicare plans. It’s vital you review these changes and update your …  Read More

Compliance

2024 Marketplace Final Rule Changes Agents Should Know

Apr 20, 2023

Recently, the Centers for Medicare & Medicaid Services (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 for the 2024 Open …  Read More

Compliance

Where It All Begins: Obtaining Permission to Contact for Medicare Sales

Apr 20, 2023

You have to start somewhere with a potential Medicare client, and while it might be tempting to jump right in and start selling, you can’t. There are some things you need to know and do first, chiefly securing permission to …  Read More

Compliance

CMS’ 2024 MA and Part D Final Rule Changes for Agents

Apr 11, 2023

Our 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 More

Compliance

Cybersecurity Best Practices for Insurance Agents

Mar 20, 2023

You receive an email from Susan, a carrier representative that you’ve talked to before, but it seems… off. You notice she’s sending from a different email address than usual. Do you open the attachment she’s sent?  Read More

Compliance

Our Plan to Help Agents Record Calls for Medicare Sales

Sep 9, 2022

The Centers for Medicare and Medicaid Services (CMS) Final Rule for Contract Year 2023 creates a new requirement that calls with Medicare beneficiaries be recorded in their entirety. This responsibility applies to all agents and …  Read More

Compliance

What Are the New Medicare Advantage & Part D Communication Requirements for 2022?

Aug 5, 2021

You may know that, every year, we share what’s new in the Medicare Communications and Marketing Guidelines (MCMG). Besides their new name, what’s changing with this set of compliance rules for 2022?  Read More

Compliance

What’s New in the 2019 Medicare Communications and Marketing Guidelines?

Aug 2, 2018

Looking for info on the newest Medicare Communications and Marketing Guidelines? Check out our post, What’s New in the 2020 Medicare Communications and Marketing Guidelines? The 2019 Medicare Communications and Marketing …  Read More

Compliance

Changes to 2018 Medicare Marketing Guidelines

Aug 4, 2017

CMS published their 2018 Medicare Marketing Guidelines a couple weeks back. The document is 124 pages long, so there’s a lot to digest and not 100 percent of the material is totally relevant to agents, so I like to talk about …  Read More