Do’s and Don’ts of Medicare Compliance

 

As a certified insurance agent, staying CMS compliant is a crucial component to your success. Listen to this episode for a mini crash course on best practices, guidelines, and resources to stay compliant.

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Questions? Ask the ASG!

Learn more about Shop & Enroll

 

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Resources:

CMS’ 2024 MA and Part D Final Rule Changes for Agents: https://agentsurvivalguide.podbean.com/e/cms-2024-ma-and-part-d-final-rule-changes-for-agents/

Defining the True Value of $0 Premium for Medicare Advantage Plans: https://agentsurvivalguide.podbean.com/e/defining-the-true-value-of-0-premium-for-medicare-advantage-plans-asg179/

FAQs About the Ritter Platform’s CallVault: https://www.ritterim.com/blog/faqs-about-the-ritter-platforms-callvault/

FastTrack Your Enrollments with Shop & Enroll: https://www.ritterim.com/agent-tools/shop-and-enroll/

Helping Your Clients Find Their Medicare Beneficiary Identifier (MBI): https://agentsurvivalguide.podbean.com/e/helping-your-clients-find-their-medicare-beneficiary-identifier-mbi-2022/

How to Market Yourself Effectively: https://agentsurvivalguide.podbean.com/e/how-to-market-yourself-effectively/

Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You: https://www.ritterim.com/blog/insurance-agents-as-tpmos-what-cms-compliance-regulations-mean-for-you/

Medicare Quote Engine: https://www.ritterim.com/agent-tools/medicare-quote-engine/

Ritter Tools - Marketing & Incentives: https://www.ritterim.com/agent-tools/marketing-incentives/

Rules for Hosting a Compliant Medicare Educational Event: https://agentsurvivalguide.podbean.com/e/rules-for-hosting-a-compliant-medicare-educational-event-2023/

Rules for Hosting a Compliant Medicare Sales Event: https://agentsurvivalguide.podbean.com/e/rules-for-hosting-a-compliant-medicare-sales-event-2023/

The Ritter Platform: https://www.ritterim.com/agent-tools/the-ritter-platform/

What's New in the 2020 Medicare Communications and Marketing Guidelines? https://agentsurvivalguide.podbean.com/e/whats-new-in-the-2020-medicare-communications-and-marketing-guidelines-asg-news-update/

Where It All Begins: Obtaining Permission to Contact for Medicare Sales: https://www.ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/

 

References:

Federal Register Website: https://www.federalregister.gov/

Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V

Medicare Marketing Guidelines: https://www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines

Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V