Podknife - How to Stay Compliant During All Medicare Sales by Agent Survival Guide Podcast

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How to Stay Compliant During All Medicare Sales

Podcast |: Agent Survival Guide Podcast
Publisher |: Sarah J. Rueppel | Ritter Insurance Marketing
Media Type |: audio
Podknife tags |: Business,; Management & Marketing
Categories Via RSS |: Business,; Careers,; Marketing
Publication Date |: Oct 30, 2024
Episode Duration |: 00:09:45

Prepare for potential CMS secret shoppers! We outline best practices to help agents stay compliant during calls, whether you’re talking to a client, lead, or potential secret shopper.

Read the text version

Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

Resources:

Common Questions From Secret Shoppers PDF: questions-for-secret-shoppers.pdf">https://ritterim.com/documents/infographics/common-questions-for-secret-shoppers.pdf

FAQs About the Medicare Call Recording Requirements: https://ritterim.com/blog/faqs-about-the-medicare-call-recording-requirements/

Get Your PlanEnroll Site: https://ritterim.com/planenroll/

How to Keep Clients Safe from Insurance Fraud: https://link.chtbl.com/ASG619

Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You: https://link.chtbl.com/ASG622

Join the Integrity Family: https://identity.integrity.com/register

Learn More About Integrity Tools: https://ritterim.com/integrity-tools/

What Agents Can’t Say During Medicare Sales Appointments: https://link.chtbl.com/ASG6245

What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales: https://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://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/

References:

“2024 Medicare Advantage and Part D Final Rule (CMS-4201-F).” CMS.Gov, Centers for Medicare & Medicaid Services, 5 Apr. 2023, www.cms.gov/newsroom/fact-sheets/2024-medicare-advantage-and-part-d-final-rule-cms-4201-f.

“Contract Year 2025 Medicare Advantage and Part D Final Rule (CMS-4205-F).” CMS.Gov, Centers for Medicare & Medicaid Services, 4 Apr. 2024, www.cms.gov/newsroom/fact-sheets/contract-year-2025-medicare-advantage-and-part-d-final-rule-cms-4205-f.

“Medicare Program; Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs; Policy and Regulatory Revisions in Response to the COVID-19 Public Health Emergency; Additional Policy and Regulatory Revisions in Response to the COVID-19 Public Health Emergency.” Federal Register, www.federalregister.gov/documents/2022/05/09/2022-09375/medicare-program-contract-year-2023-policy-and-technical-changes-to-the-medicare-advantage-and. Accessed 23 Oct. 2024.

Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance

Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel

Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

Not affiliated with or endorsed by Medicare or any government agency.

Prepare for potential CMS secret shoppers! We outline best practices to help agents stay compliant during calls, whether you’re talking to a client, lead, or potential secret shopper.

Read the text version

Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

Resources:

Common Questions From Secret Shoppers PDF: questions-for-secret-shoppers.pdf">https://ritterim.com/documents/infographics/common-questions-for-secret-shoppers.pdf

FAQs About the Medicare Call Recording Requirements: https://ritterim.com/blog/faqs-about-the-medicare-call-recording-requirements/

Get Your PlanEnroll Site: https://ritterim.com/planenroll/

How to Keep Clients Safe from Insurance Fraud: https://link.chtbl.com/ASG619

Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You: https://link.chtbl.com/ASG622

Join the Integrity Family: https://identity.integrity.com/register

Learn More About Integrity Tools: https://ritterim.com/integrity-tools/

What Agents Can’t Say During Medicare Sales Appointments: https://link.chtbl.com/ASG6245

What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales: https://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://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/

References:

“2024 Medicare Advantage and Part D Final Rule (CMS-4201-F).” CMS.Gov, Centers for Medicare & Medicaid Services, 5 Apr. 2023, www.cms.gov/newsroom/fact-sheets/2024-medicare-advantage-and-part-d-final-rule-cms-4201-f.

“Contract Year 2025 Medicare Advantage and Part D Final Rule (CMS-4205-F).” CMS.Gov, Centers for Medicare & Medicaid Services, 4 Apr. 2024, www.cms.gov/newsroom/fact-sheets/contract-year-2025-medicare-advantage-and-part-d-final-rule-cms-4205-f.

“Medicare Program; Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs; Policy and Regulatory Revisions in Response to the COVID-19 Public Health Emergency; Additional Policy and Regulatory Revisions in Response to the COVID-19 Public Health Emergency.” Federal Register, www.federalregister.gov/documents/2022/05/09/2022-09375/medicare-program-contract-year-2023-policy-and-technical-changes-to-the-medicare-advantage-and. Accessed 23 Oct. 2024.

Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel

Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

Not affiliated with or endorsed by Medicare or any government agency.

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