CMS requires marketing, sales, and enrollment calls between agents and clients to be recorded. If you have questions about these call requirements, this is the episode for you!

  

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:

Cybersecurity Best Practices for Insurance Agents: https://link.chtbl.com/ASG515

Contact Integrity Support: support@clients.integrity.com

FAQs About Third-Party Marketing Organizations (TPMOs) Disclaimers: https://link.chtbl.com/ASG6225

Helping Medicare Clients Who Have Powers of Attorney or Conservatorships: https://link.chtbl.com/ASG505

Learn more about MedicareCENTER: https://integrity.com/MedicareCENTER/

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

Medicare Grievances & How Insurance Agents Can (Try To) Prevent Them:  https://ritterim.com/blog/medicare-grievances-how-insurance-agents-can-try-to-prevent-them/

Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/

Register with Ritter: https://app.ritterim.com/public/registration/

Ritter Blog Compliance Section: https://ritterim.com/blog/compliance/

Rules for Hosting a Compliant Medicare Educational Event: https://ritterim.com/blog/rules-for-hosting-a-compliant-medicare-educational-event/

Rules for Hosting a Compliant Medicare Sales Event: https://ritterim.com/blog/rules-for-hosting-a-compliant-medicare-sales-event/

Terms of Service for Integrity: https://integrity.com/terms-of-service/

The Ritter Compliance Program: https://docs.ritterim.com/compliance/compliance-at-ritter/

What to Know About SOAs in Medicare Health and Prescription Drug 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:

“Agent Broker Marketing Frequently Asked Questions.” CMS, Centers for Medicare & Medicaid Services, www.cms.gov/files/document/agent-broker-marketing-faqs-10-19-2022.pdf. Accessed 4 Oct. 2024.

“Employer Group Waiver Plans (EQWPs).” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/medicare/coverage/prescription-drug-coverage-contracting/employer-group-waiver-plans-egwps. Accessed 4 Oct. 2024.

“Security Overview.” Twilio, Twilio, www.twilio.com/en-us/legal/security-overview. Accessed 4 Oct. 2024.

 

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