Agent Survival Guide Podcast
Compliance
Episodes
Thursday Jun 11, 2020
What is AHIP and Why Do You Need It?
Thursday Jun 11, 2020
Thursday Jun 11, 2020
Learn more about AHIP requirements, how to get certified, and ways to find discounts on AHIP courses.
Read the text version.
Mentioned in this episode:
AHIP Official Website
FAQs About AHIP
More info on America’s Health Insurance Plans (AHIP)
Ritter’s Carrier Pages
Ritter’s Certification Center
More episodes you’ll like:
4 Perks of Being a Part-Time Insurance Agent
Thinking about joining the ranks of insurance agents selling Medicare for a living? Not really sure if becoming a senior health insurance agent is the right career path for you? We get it! What if you could give it a practice run before giving up your full-time job? In this episode of the ASG Podcast, we discuss the benefits of starting out as a part-time insurance agent.
June 5, 2020 | The Friday Five
The Friday Five for June 5, 2020: Getting Back to Preventive Care - What it looks like; CVS partners with Nuro; Google Sued for $5 Billion; Save the Dates - Ritter Summits Coming Soon; and New Medicare Advantage Sales eBook Available.
The Survivor’s AEP Checklist
Prepare for AEP with the Agent Survival Guide! The Annual Enrollment Period will be here before we know it! Use our checklist to plan ahead, and you'll be "ready-to-sell" with plenty of time to spare.
The latest from Ritter’s Blog:
How to Check for Your First Looks
The moment when carrier First Looks become available is a very exciting time for insurance agents! It can put a spring in your step and help you get in the mood for the upcoming Annual Enrollment Period!
2021 Maximum Broker Commissions for Medicare Advantage & Medicare Part D
Ritter has everything you need to know about 2021 maximum broker commissions for Medicare Advantage and Medicare Part D initial enrollments. Note: Insurance providers are NOT REQUIRED to pay the maximum commission rate.
Reassuring Clients During Difficult Times
During times of uncertainty, like the COVID-19 pandemic, it is likely that your clients will look to you for reassurance, and answers. Are you prepared to provide the support they are seeking?
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Tuesday Feb 18, 2020
What Are Insurance Agents Responsible for Under HIPAA?
Tuesday Feb 18, 2020
Tuesday Feb 18, 2020
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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Monday Oct 14, 2019
Monday Oct 14, 2019
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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Monday Oct 14, 2019
Are Your Medicare Marketing Materials Compliant? ǀ ASG169
Monday Oct 14, 2019
Monday Oct 14, 2019
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:
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)
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Thursday Oct 10, 2019
Staying Compliant Without Compromising Salesmanship | ASG167
Thursday Oct 10, 2019
Thursday Oct 10, 2019
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)
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Wednesday Oct 09, 2019
Rules for Hosting a Compliant Medicare Sales Event | ASG166
Wednesday Oct 09, 2019
Wednesday Oct 09, 2019
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:
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Tuesday Oct 08, 2019
Rules for Hosting a Compliant Medicare Educational Event | ASG165
Tuesday Oct 08, 2019
Tuesday Oct 08, 2019
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!
Read the text version.
Get Your Guide Today! – How to Host a Successful Medicare Educational Event
Mentioned in this episode:
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 Sales Event
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 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.
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:
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Thursday Oct 03, 2019
Do’s and Don’ts of Medicare Compliance | ASG164
Thursday Oct 03, 2019
Thursday Oct 03, 2019
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.
Read the text version.
Learn more about Medicareful
https://www.ritterim.com/agent-tools/medicareful/
Mentioned in this episode:
CMS 2019 Medicare Communications and Marketing Guidelines
Defining the True Value of $0 Premium for Medicare Advantage Plans
Exciting Changes to the 48-Hour Scope of Appointment Rule
Get Your FREE Medicareful Site!
How to Better Market Yourself
Marketing & Incentives from Ritter Insurance Marketing
Rules for Hosting a Compliant Medicare Educational Event
Rules for Hosting a Compliant Medicare Sales Event
What’s New in the 2019 Medicare Communications and Marketing Guidelines?
What’s New in the 2020 Medicare Communications and Marketing Guidelines?
What to Know About SOAs in Senior Market Sales
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!
FAQs About Working with Ritter Insurance Marketing | ASG136
Have questions about partnering with Ritter Insurance Marketing? Not sure what a field marketing organization is, or how joining one can help your insurance business? Curious about lead programs, CE credits, and other opportunities FMOs like Ritter have to offer? We talk with our sales team to answer common questions about working with FMOs and more!
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.
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 Prepare for AEP Like a Pro
With Annual Enrollment Period quickly approaching, it’s a good idea to make sure you’re fully prepared and ready-to-sell. By following these steps, you’ll be ready by October 15. If you... (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 understand how to navigate through any updates. Late last month, Medicare.gov... (read more)
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Tuesday Jul 16, 2019
Insurance Agents & CMS Compliance | Social Media 101
Tuesday Jul 16, 2019
Tuesday Jul 16, 2019
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.
Download the Social Media Compliance Guide PDF >
ASG Social Media Compliance Guidelines:
DO NOT treat a follow, like, or comment as a permission to contact (PTC).
If someone contacts you through social media, ask them to get in touch with you via email or by phone so you can keep a record.
DO answer questions on social media.
While a comment isn’t a PTC, it is compliant to respond to a question or comment on a public social media forum. However, you can’t address them beyond the scope of the question or statement.
DO NOT buy (or use) social media leads or referrals.
Never buy social media contacts as a form of lead generation. Even if you’re given a free list of social media profiles, you cannot initiate contact. Instead, ask your friends and current clients to share your information with potential leads (who must contact you first before you can talk to them). Word of mouth is your business’ best friend.
DO keep things generic.
No carriers, logos, or specific product information. Promote your services only. It’s OK if you want to tell your clients that you specialize in Medicare Advantage, Medicare Supplement, or PDP, but not which carriers you represent. It’s OK if you want to share information that your clients can obtain in the public domain (such as how much Part B premiums are), but not information that is specific to a product or a plan.
Use Common Sense – Just because someone else is doing it, doesn’t make it compliant.
Monkey-see monkey-do isn’t safe when it comes to CMS compliance. Make sure you thoroughly review the CMS guidelines for yourself and ask your FMO or other trusted colleagues educated questions when you see something you’re not sure about. It’s better to be safe than sorry in these instances, which is why we prefer to stick to a PR approach.
Mentioned in this episode:
CMS 2019 Medicare Communications and Marketing Guidelines
Social Media Marketing for Insurance Agents
Do’s and Don’ts of Medicare Compliance ǀ ASG005
What’s New in the 2019 Medicare Communications and Marketing Guidelines? ǀ ASG083
More episodes you’ll like:
Do’s and Don’ts of Medicare Compliance | ASG005
Medicare compliance starts with CMS and the Medicare Communications and Marketing Guidelines. We break down what’s allowed – and what’s not – in this can’t-miss episode.
What’s New in the 2019 Medicare Communications and Marketing Guidelines? | ASG083
Stay compliant with the new CMS Medicare guidelines. We unpack the biggest changes to the 2019 MCMG that you need to know about.
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.
The latest from Agent Survival Guide:
4 Perks of Being a Part-Time Insurance Agent
How Medicareful Helps You Sell Ancillary Products
How to Pitch Medicare Medicare Savings Accounts (MSAs)
Subscribe & Follow:
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Tuesday Oct 16, 2018
What to Know about SOAs in Senior Market Sales ǀ ASG092
Tuesday Oct 16, 2018
Tuesday Oct 16, 2018
Have questions about SOAs? Find the answers to your frequently asked questions in this episode all about Scopes of Appointment. We help you stay compliant, whether it’s inside or outside of AEP! Read the text version.
Mentioned in this Episode:
CMS 2019 Medicare Communications and Marketing Guidelines (MCMG)Do's and Don'ts of Medicare ComplianceExciting Changes to the 48-Hour Scope of Appointment RuleMedicarefulRitter New Biz Team Email – bizsupport@@ritterim.comRules for Hosting a Compliant Medicare Sales EventVideo: A Medicare Quoting Tool - Medicareful Walkthrough
Related:
5 Reasons Clients Switch Medicare Plans During AEP5 Tips to Make the Most of AEPHow to Survive AEP: Wellness Tips for Insurance Agents
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Connect With Us:
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Thursday Aug 16, 2018
What’s New in the 2019 Medicare Communications and Marketing Guidelines? ǀ ASG083
Thursday Aug 16, 2018
Thursday Aug 16, 2018
Stay compliant with the new CMS Medicare guidelines. We unpack the biggest changes to the 2019 MCMG that you need to know about. Read the text version
Register with Ritter
Mentioned in this Episode:
CMS 2019 Medicare Communications and Marketing Guidelines7 Best Email Marketing Services for Small Business (2018)Constant ContactDo's and Don'ts of Medicare ComplianceMail Chimp
Related:
5 Must-Haves for Every Agent This AEPThe Survivor's AEP ChecklistWhat is AHIP and Why Do You Need It?
Subscribe Here:
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Connect With Us:
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Thursday Nov 02, 2017
Exciting Changes to the 48-Hour Scope of Appointment Rule ǀ ASG007
Thursday Nov 02, 2017
Thursday Nov 02, 2017
Scope of Appointment rules have changed for 2018. Find out what's new and what's staying the same. Read the text version
Mentioned in this Episode:
CMS 2019 Medicare Communications and Marketing GuidelinesMedicareful
Related:
Do's and Don'ts of Medicare Compliance Rules for Hosting a Compliant Medicare Educational EventRules for Hosting a Compliant Medicare Sales EventWhat is AHIP and Why Do You Need It?
Subscribe Here:
Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcher
Connect With Us:
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Wednesday Oct 18, 2017
9 Tips to Submitting an Error-Free Application ǀ ASG003
Wednesday Oct 18, 2017
Wednesday Oct 18, 2017
We've done the research for you! Use our 9 helpful tips to start writing cleaner applications. Read the text version.
Mentioned in this Episode:
Do's and Don'ts of Medicare ComplianceMedicarefulRitter's Regional MarketersAEP: Annual Enrollment PeriodIEP: Initial Enrollment PeriodSEP: Special Election Period
Related:
Keys to Client Retention: Face-to-Face CommunicationHow to Sell Like Your Client is the RenewalWhat is AHIP and Why Do You Need It?
Subscribe Here:
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Connect With Us:
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Tuesday Oct 17, 2017
Compliance & Social Media ǀ SMT002
Tuesday Oct 17, 2017
Tuesday Oct 17, 2017
CMS compliance rules everything you do, even on social media. Follow these best practices to make sure you stay compliant. Download the Social Media Compliance Guide PDF.
ASG Social Media Compliance Guidelines:
DO NOT treat a follow, like, or comment as a permission to contact (PTC).
If someone contacts you through social media, ask them to get in touch with you via email or by phone so you can keep a record.
DO answer questions on social media.
While a comment isn’t a PTC, it is compliant to respond to a question or comment on a public social media forum. However, you can’t address them beyond the scope of the question or statement.
DO NOT buy (or use) social media leads or referrals.
Never buy social media contacts as a form of lead generation. Even if you’re given a free list of social media profiles, you cannot initiate contact. Instead, ask your friends and current clients to share your information with potential leads (who must contact you first before you can talk to them). Word of mouth is your business’ best friend.
DO keep things generic.
No carriers, logos, or specific product information. Promote your services only. It’s OK if you want to tell your clients that you specialize in Medicare Advantage, Medicare Supplement, or PDP, but not which carriers you represent. It’s OK if you want to share information that your clients can obtain in the public domain (such as how much Part B premiums are), but not information that is specific to a product or a plan.
Use Common Sense – Just because someone else is doing it, doesn’t make it compliant.
Make sure you thoroughly review the CMS guidelines for yourself and ask your FMO or other trusted colleagues educated questions when you see something you’re not sure about. It’s better to be safe than sorry in these instances, which is why we prefer to stick to a PR approach.
Mentioned in this Episode:
CMS 2019 Medicare Communications and Marketing GuidelinesSocial Media Marketing for Insurance AgentsDo’s and Don’ts of Medicare Compliance ǀ ASG005 What’s New in the 2019 Medicare Communications and Marketing Guidelines? ǀ ASG083
The latest from ASG:
4 Perks of Being a Part-Time Insurance AgentHow Medicareful Helps You Sell Ancillary ProductsHow to Pitch Medicare Medicare Savings Accounts (MSAs)
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