Medicare Rapid Disenrollment: Definition + Prevention Strategies
No agent wants to hear they've lost a client, especially when it's a rapid disenrollment at the beginning of the year.
Ultimate Scope of Appointment (SOA) Guide for Medicare Agents
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
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,…
How Much Does the AHIP Certification Cost?
Ready to offer Medicare Advantage and Part D prescription drug plans for contract year 2024?
5 Tips for Choosing a Medicare Advantage FMO
During the first half of the year, it's the perfect time to reevaluate your Medicare Advantage FMO. Are you getting the support you need? Are their tools and technology helping you stay compliant and…
10 Medicare Advantage Appointment Tips to Keep You Compliant
Updated April 4, 2024 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…
48-Hour SOA Rule and More Proposed Compliance Changes for 2024
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…
Agent Guide to Important Medicare Enrollment Periods and Deadlines
Many Medicare deadlines are critical for your senior clients. Forgetting or missing them could involve a coverage gap or penalty that will follow your client for the rest of their life.
How to Record & Store Calls for AEP: CMS Compliance Changes
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…
Do You Know What Seniors Want In a Medicare Advantage Plan?
Do you know what seniors really want in a Medicare Advantage plan? The answer, in many cases, may surprise you.
