How to Stay Compliant During All Medicare Sales

 

Prepare for CMS secret shoppers with these best practices. Also included, what kind of things do Medicare secret shoppers look for? 

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Resources:

2024 CMS Compliance Regulation Updates for Agents ft. Alyson Seighman: https://link.chtbl.com/2023AlysonSeighman

5 Things Medicare Beneficiaries Report About Their Coverage in 2023: https://link.chtbl.com/ASGF20232013

CMS’ 2024 MA and Part D Final Rule Changes for Agents: https://link.chtbl.com/ASGN20230414

CMS Recap for Agents Selling Medicare During AEP 2024: https://link.chtbl.com/ASGF20231020

Common Questions from Secret Shoppers: https://www.ritterim.com/documents/infographics/common-questions-for-secret-shoppers.pdf

Do’s and Don’ts of Medicare Compliance: https://link.chtbl.com/ASG542

Get more info on the Ritter Platform: https://www.ritterim.com/the-ritter-platform/

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/

Learn more about Shop & Enroll: https://www.ritterim.com/shop-and-enroll/

Ready to get started with Ritter? Register here: https://app.ritterim.com/public/registration

What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales: https://www.ritterim.com/blog/what-to-know-about-soas-in-medicare-health-and-prescription-drug-plan-sales/  

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:

CMS Monitoring Activities and Best Practices during the Annual Election Period: https://www.documentcloud.org/documents/23168640-cms-memo-101922-medicare-advantage-marketing

Medicare Program; Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs: https://www.federalregister.gov/documents/2022/05/09/2022-09375/medicare-program-contract-year-2023-policy-and-technical-changes-to-the-medicare-advantage-and   

The Definitive Guide to Getting Leads and Prospecting for Medicare Sales: https://www.ritterim.com/lead-generation-guide/