How to Follow Up with Medicare Clients Compliantly

Don't let the fear of compliance keep you from following up with your Medicare clients. Find out how to follow up and stay within CMS guidelines for marketing and enrollment.

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Resources:

4 Reasons Why Ritter Should Be Your FMO Insurance Agency

4 Ways to Keep Your Medicare Business Warm This Winter

Building Client Loyalty: More than Just a Plan

Keys to Client Retention: Face-to-Face Communication

Medicare Advantage Open Enrollment Do's and Don'ts

The Complete Guide to Client Loyalty and Retention

 

References:

“Centers for Medicare & Medicaid Services Website.” Cms.gov, Centers for Medicare & Medicaid Services, https://www.cms.gov/. Accessed 16 Feb. 2026.

“Medicare Advantage Communication Requirements.” Cms.gov, Centers for Medicare & Medicaid Services, https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 16 Feb. 2026.

“Medicare Part D Communication Requirements.” Cms.gov, Centers for Medicare & Medicaid Services, https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V. Accessed 16 Feb. 2026.

“Silver&Fit Website.” Silverandfit.com, Silver & Fit, https://www.silverandfit.com/. Accessed 16 Feb. 2026.

“SilverSneakers Website.” Tools.silversneakers.com, Silver Sneakers, https://tools.silversneakers.com/. Accessed 16 Feb. 2026.

“The 3-30-60-90 Day Conversation Guide.” Heinrichdev.com, Humana, https://heinrichdev.com/email/6715/Humana_3-30-60-90_Conversation_Guide.pdf. Accessed 16 Feb. 2026.

 

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