Senior Market Insurance Agent Blog

48-Hour SOA Rule and More Proposed Compliance Changes for 2024

January 24, 2023

We all experienced major compliance changes last year, including mandatory call recording and a new TPMO disclaimer. CMS has released its proposal for the next round of compliance rule updates, which…

How to Record & Store Calls for AEP: CMS Compliance Changes

August 2, 2022

New compliance rules and guidelines that apply to Medicare Advantage and Part D plans are coming. From new disclaimers to a call recording and 10-year storage requirement, these major changes will…

Top 5 MA OEP Compliance Tips

December 28, 2021

The Medicare Advantage Open Enrollment Period (MA OEP) is notorious for having very strict compliance rules. However, there are still lots of opportunities to keep growing your book of business in…