Prepare now: The Centers for Medicare & Medicaid Services’ 2024 Proposed Rule points to a return to more regulated Medicare communications and marketing guidelines for the upcoming plan year.
In 2023, agents selling Medicare Advantage and prescription drug plans were subject to new third-party marketing organizations requirements and Medicare sales call recording rules. ⟶
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
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
While events are often a great way to generate leads, holding Medicare educational events during the COVID pandemic is a legal and ethical grey area. What is allowed at seminars for the 2023 Annual Enrollment Period? Read More
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
The Centers for Medicare & Medicaid Services have some strict rules on what agents can and cannot say during Medicare sales appointments, but pulling them out of the dense Medicare Advantage & Part D Communication … Read More
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
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
In their Final Rule for Contract Year 2023, the Centers for Medicare and Medicaid Services (CMS) implemented new Third-Party Marketing Organization requirements that will impact your business.
Listen to this article: Read More
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
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
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
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
The 2018 Medicare Marketing Guidelines turned heads by removing the 48-hour Scope of Appointment requirement. Many agents are asking what this means in terms of compliance.
Let’s review what changed and what you’re still … Read More
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
You’ve probably signed an acknowledgment of HIPAA Privacy Practices dozens of times at doctor’s offices and hospitals. Did you know, as a health insurance agent, you’re held responsible for safeguarding this information for your … Read More