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: 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.

 

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