Top 5 MA OEP Compliance Tips

January 16, 2024

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…

Ultimate Scope of Appointment (SOA) Guide for Medicare Agents

November 28, 2023

Scope of Appointments (SOA) are an important part of selling Medicare Advantage and Part D prescription drug plans. That said, coming up with a system – and staying on top of ever-changing…

10 Medicare Sales Event Tips for a Smooth, Compliant Seminar

August 22, 2023

Medicare sales events are a fantastic way to educate a group of individuals about a Medicare Advantage plan. You can enroll multiple people in the same plan at one time. That's a huge time saver,…

10 Medicare Advantage Appointment Tips to Keep You Compliant

February 14, 2023

Learning about Medicare Advantage compliance and actually selling a plan to a client in real time are two different things. I know a lot of agents are afraid of compliance and stay away from Medicare…

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…