Agent Survival Guide Podcast
What Are Insurance Agents Responsible for Under HIPAA?

What Are Insurance Agents Responsible for Under HIPAA?

February 18, 2020

 

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Stay HIPAA compliant with the Agent Survival Guide Podcast! Find out what you’re responsible for under HIPAA regulations.

 

Read the text version.

 

Download the PDF

 

Mentioned in this episode:

 

HHS Minimum Necessary Requirement

HHS: New rule protects patient privacy, secures health information

HHS Summary of the HIPAA Security Rule

Is Your Agency Ready for a HIPAA Audit?

Why Every Agency Should Work for HIPAA Compliance

 

More episodes you’ll like:

 

Are Your Medicare Marketing Materials Compliant?

Want to make sure your Medicare sales and marketing materials are compliant this AEP? We've got the answers to frequently asked compliance question. We'll help you stay on good terms with CMS!

Do’s and Don’ts of Medicare Compliance

Need a recap on Medicare compliance before AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2020. We’ll go over what’s allowed — and what’s not — in this can’t-miss episode of the ASG Podcast.

Insurance Agents & CMS Compliance | Social Media 101

Stay compliant with the CMS Medicare Communications and Marketing Guidelines — even while on social media. We outline the best practices for insurance agents to follow while using social media.

Social Media Privacy Tips for Insurance Agents | Social Media 101

Online privacy is a big deal. You want to use social media to market your insurance business. How do you protect yourself and your clients? We've got some best practices and a link to a very informative eBook that’s free to download. Listen to find out more!

What’s New in the 2020 Medicare Communications and Market Guidelines?

Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss.

 

The latest from Ritter’s Blog:

 

Why Go About Your Business in an Ethical, Compliant Fashion?

We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant… (read more)

The Agent Survival Guide Has a New Home

Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)

Should You Become a Certified Insurance Counselor?

Are you considering becoming a Certified Insurance Counselor? For some agents, this certification may be something brand new! We’re here to break down what this certification is, how you can obtain... (read more)

 

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What’s New in the 2020 Medicare Communications and Marketing Guidelines? | ASG News UPDATE

What’s New in the 2020 Medicare Communications and Marketing Guidelines? | ASG News UPDATE

October 14, 2019

 

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Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss. Read the text version.

 

Read the Memo

 

Read the 2019 Medicare Communications and Marketing Guidelines

 

Have questions about the 2020 MCMG? Email Ritter’s Compliance Officer

 

More episodes you’ll like:

 

Are Your Marketing Materials Compliant? | ASG121

Are you following the rules for marketing Medicare plans? We're sharing the answers to frequently asked compliance questions to help you ensure you stay on good terms with CMS.

How to Get Started in Insurance Sales

Making a career change isn’t an overnight decision. Deciding on a career isn’t either! Want to know what it takes to become an insurance agent? Our free guide outlines the whole process so you can make an informed choice and get started selling insurance with ease.

Insurance Agents & CMS Compliance | Social Media 101

Stay compliant with the CMS Medicare Communications and Marketing Guidelines — even while on social media. We outline the best practices for insurance agents to follow while using social media.

Top 10 Podcast Apps | Agent Apps

Which podcast app is the best? Do you listen on the number one app or a different one? What features are you missing out on? In the premiere episode of our newest series, Agent Apps, we explore the top 10 podcast listening apps and the features that make each one unique.

 

The latest from Agent Survival Guide:

 

Four Reasons Why Ritter Should By Your FMO Insurance Agency

As a field marketing organization (FMO), Ritter Insurance Marketing strives to provide you with tools and knowledge that’ll help you thrive in this industry. If you’re already partnered with Ritter, we’re glad... (read more)

Organization Tips and Tricks for AEP

The Annual Enrollment Period can be very stressful, but you don’t need to worry. We’ve laid out some tips and tricks on how to stay organized, so AEP can be a breeze... (read more)

The Hidden Value of Selling Medicare Supplements During AEP

While it’s true the Annual Enrollment Period is the prime time to sell Medicare Advantage plans, selling Medicare Supplements provides you and your clients a very important alternative during the fall. How... (read more)

 

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Are Your Medicare Marketing Materials Compliant? ǀ ASG169

Are Your Medicare Marketing Materials Compliant? ǀ ASG169

October 14, 2019

 

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Want to make sure your Medicare sales and marketing materials are compliant this AEP? We've got the answers to frequently asked compliance question. We'll help you stay on good terms with CMS!

 

Read the text version.

 

Mentioned in this episode:

 

CMS 2019 Medicare Communications and Marketing Guidelines

CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines

Ritter’s Certification Center

Social Security Act: Section 1140

 

More episodes you’ll like:

 

Are Your Medicare Marketing Materials Compliant? | ASG121

Are you following the rules for marketing Medicare plans? We're sharing the answers to frequently asked compliance questions to help you ensure you stay on good terms with CMS.

Do’s and Don’ts of Medicare Compliance | ASG164

Need a recap on Medicare compliance before AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2020. We’ll go over what’s allowed — and what’s not — in this can’t-miss episode of the ASG Podcast.

How to Follow up with Medicare Clients Compliantly | ASG132

Think your job as an agent is complete after the sale? Not so fast. We whole-heartedly believe that the fortune is found in the follow-up! If you’re not sure how to follow up with your clients, listening to this episode is a great place to start.

Insurance Agents & CMS Compliance | Social Media 101

Stay compliant with the CMS Medicare Communications and Marketing Guidelines — even while on social media. We outline the best practices for insurance agents to follow while using social media.

Rules for Hosting a Compliant Medicare Educational Event | ASG165

If you want to host a Medicare educational event, listen to this episode first! We cover how to plan, promote, and present your next event, including how to make sure you're compliant with the CMS Medicare Communications and Marketing Guidelines! We've also got details on a guide that outlines the whole process! 

Rules for Hosting a Compliant Medicare Sales Event | ASG166

Ready to hold a Medicare sales event? Check out this updated episode! You'll learn best practices for planning, promoting, and presenting your sales event while staying compliant with the 2020 CMS Medicare Communications and Marketing Guidelines!

Social Media Privacy Tips for Insurance Agents | Social Media 101

Online privacy is a big deal. You want to use social media to market your insurance business. How do you protect yourself and your clients? We've got some best practices and a link to a very informative eBook that’s free to download. Listen to find out more!

What’s New in the 2020 Medicare Communications and Marketing Guidelines? | ASG News

Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss.

 

The latest from Agent Survival Guide:

 

How to Host a Successful Medicare Educational Event

Looking to host a Medicare educational event? Check out our FREE guide! If you’ve been hosting educational events for years, we think you’ll still enjoy our tips and tricks to make your event even more successful. Agents with all levels of expertise can benefit from... (read more)

Staying Compliant Without Compromising Salesmanship

Staying compliant with every rule surrounding Medicare can seem daunting. If you’re busy making sure you’re staying compliant, how will you ever have time to meet with clients and sell? Aligning yourself... (read more)

Tips on Dealing with a Difficult Client

In an ideal world, all your clients would be an absolute pleasure to work with and selling them plans would be a piece of cake. However, we know this isn’t always the... (read more)

 

Subscribe & Follow:

 

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Staying Compliant Without Compromising Salesmanship | ASG167

Staying Compliant Without Compromising Salesmanship | ASG167

October 10, 2019

 

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If you're feeling overwhelmed by Medicare compliance, then this episode is one you simply must listen to! We've got three easy ways to stay compliant without having to sacrifice time that could be spent selling. Check out our show notes for a special bonus section with links to our compliance resources.

 

Read the text version.

 

Ritter Insurance Marketing Compliance Resources:

 

Are Your Medicare Marketing Materials Compliant?

Do’s and Don’ts of Medicare Compliance

How to Follow up with Medicare Clients Compliantly

How to Host a Successful Medicare Education Event (Guide)

Rules for Hosting a Compliant Medicare Educational Event

Rules for Hosting a Compliant Medicare Sales Event

What’s New in the 2020 Medicare Communications and Marketing Guidelines?

 

Mentioned in this episode:

 

CMS 2019 Medicare Communications and Marketing Guidelines

CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines

Learn more about Medicareful or sign up for your own free site!

Register with Ritter Insurance Marketing

The Ritter Platform

What an FMO Can Do for Your Business

What to Know About SOAs in Senior Market Sales

 

More episodes you’ll like:

 

Are Your Medicare Marketing Materials Compliant? | ASG121

Are you following the rules for marketing Medicare plans? We're sharing the answers to frequently asked compliance questions to help you ensure you stay on good terms with CMS.

Do’s and Don’ts of Medicare Compliance | ASG164

Need a recap on Medicare compliance before AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2020. We’ll go over what’s allowed — and what’s not — in this can’t-miss episode of the ASG Podcast.

How to Follow up with Medicare Clients Compliantly | ASG132

Think your job as an agent is complete after the sale? Not so fast. We whole-heartedly believe that the fortune is found in the follow-up! If you’re not sure how to follow up with your clients, listening to this episode is a great place to start.

Insurance Agents & CMS Compliance | Social Media 101

Stay compliant with the CMS Medicare Communications and Marketing Guidelines — even while on social media. We outline the best practices for insurance agents to follow while using social media.

Rules for Hosting a Compliant Medicare Educational Event | ASG165

If you want to host a Medicare educational event, listen to this episode first! We cover how to plan, promote, and present your next event, including how to make sure you're compliant with the CMS Medicare Communications and Marketing Guidelines! We've also got details on a guide that outlines the whole process! 

Rules for Hosting a Compliant Medicare Sales Event | ASG166

Ready to hold a Medicare sales event? Check out this updated episode! You'll learn best practices for planning, promoting, and presenting your sales event while staying compliant with the 2020 CMS Medicare Communications and Marketing Guidelines!

Social Media Privacy Tips for Insurance Agents | Social Media 101

Online privacy is a big deal. You want to use social media to market your insurance business. How do you protect yourself and your clients? We've got some best practices and a link to a very informative eBook that’s free to download. Listen to find out more!

What’s New in the 2020 Medicare Communications and Marketing Guidelines? | ASG News

Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss.

 

The latest from Agent Survival Guide:

 

How to Host a Successful Medicare Educational Event

Looking to host a Medicare educational event? Check out our FREE guide! If you’ve been hosting educational events for years, we think you’ll still enjoy our tips and tricks to make your event even more successful. Agents with all levels of expertise can benefit from... (read more)

How to Use the New Medicare Plan Finder & FAQs

As the Annual Enrollment Period approaches, it’s important to be aware of changes affecting the tools and resources you use and to understand how to navigate through any updates. Late last month, Medicare.gov... (read more)

Tips on Dealing with a Difficult Client

In an ideal world, all your clients would be an absolute pleasure to work with and selling them plans would be a piece of cake. However, we know this isn’t always the... (read more)

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

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Rules for Hosting a Compliant Medicare Sales Event | ASG166

Rules for Hosting a Compliant Medicare Sales Event | ASG166

October 9, 2019

 

ASG_Podcast_Episode_Header_Rules_for_Hosting_a_Compliant_Medicare_Sales_Event_166.jpg

Ready to hold a Medicare sales event? Check out this updated episode! You'll learn best practices for planning, promoting, and presenting your sales event while staying compliant with the 2020 CMS Medicare Communications and Marketing Guidelines!

 

Read the text version.

 

Mentioned in this episode:

 

3 Easy Ways to Build Your Insurance Sales Territory

CMS 2019 Medicare Communications and Marketing Guidelines

CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines

Do’s and Don’ts of Medicare Compliance

How to Host a Successful Medicare Educational Event

Rules for Hosting a Compliant Medicare Educational Event

What’s New in the 2020 Medicare Communications and Marketing Guidelines

 

More episodes you’ll like:

 

4 Reasons Why Ritter Should Be Your FMO Insurance Agency | ASG156

Looking for an FMO? Not sure what a field marketing organization like Ritter Insurance Marketing can do for your insurance business? Learn everything you need to know in this can’t-miss episode of the ASG Podcast!

AHIP Test Tips and Tricks for Medicare Certification | ASG163

Learn the rules for taking the AHIP test, information on discounts and reimbursement, how to prepare yourself, test-taking tips, legit tech hacks, and more! Before you begin your first attempt at AHIP certification, be sure to listen to this ASG Podcast episode!

Do’s and Don’ts of Medicare Compliance | ASG164

Need a recap on Medicare compliance before AEP? We break down CMS’ Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2020. We’ll go over what’s allowed — and what’s not — in this can’t-miss episode of the ASG Podcast.

Insurance Agents & CMS Compliance | Social Media 101

Stay compliant with the CMS Medicare Communications and Marketing Guidelines — even while on social media. We outline the best practices for insurance agents to follow while using social media.

Rules for Hosting a Compliant Medicare Sales Event | ASG165

If you want to host a Medicare educational event, listen to this episode first! We cover how to plan, promote, and present your next event, including how to make sure you're compliant with the CMS Medicare Communications and Marketing Guidelines! We've also got details on a guide that outlines the whole process! 

What’s New in the 2020 Medicare Communications and Marketing Guidelines? [UPDATED] | ASG News

Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss.

 

The latest from Agent Survival Guide:

 

How to Host a Successful Medicare Educational Event

Looking to host a Medicare educational event? Check out our FREE guide! If you’ve been hosting educational events for years, we think you’ll still enjoy our tips and tricks to make your event even more successful. Agents with all levels of expertise can benefit from... (read more)

How to Use the New Medicare Plan Finder & FAQs

As the Annual Enrollment Period approaches, it’s important to be aware of changes affecting the tools and resources you use and to understand how to navigate through any updates. Late last month, Medicare.gov... (read more)

Staying Compliant Without Compromising Salesmanship

Staying compliant with every rule surrounding Medicare can seem daunting. If you’re busy making sure you’re staying compliant, how will you ever have time to meet with clients and sell? Aligning yourself... (read more)

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

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