Need help staying compliant with all of the new CMS changes? Were here to help you make sure you stay compliant during any Medicare appointments and sales!

Agents who sell Medicare Advantage and Part D will need to ensure they discuss specific CMS-required topics with beneficiaries prior to enrollment. We list those requirements here.

Medicare agents must adhere to CMS regulations when marketing Advantage and prescription drug plans. This includes recording calls, using a specific disclaimer, and obtaining permission to contact. Staying compliant is crucial, as secret shoppers assess quality and compliance.

The Centers for Medicare & Medicaid Services have some strict rules on what insurance agents can and cannot say during a Medicare sales appointment. Therefore, let's get into it! During Medicare sales appointments, you can't say…

It's tempting to hit the ground running with Medicare Advantage and Part D, but you can't just pick up the phone and start calling. Read up on Medicare sales and permission to contact!

Scopes of Appointment (SOAs) can be a foreign idea, but the basics of SOAs play a major role in the industry. Who does an agent get an SOA from? Is an SOA form required for an agent to meet with an existing client? We answer these questions and more.

Looking for clear guidelines on what is allowed at a Medicare educational event or sales event? Here are rules on what agents can and can't say during these events.

Events are often a great way to generate leads. What is allowed at seminars for the 2025 Annual Enrollment Period?

Are you considering holding a marketing event to get the attention of more Medicare clients? You'll need to follow CMS' rules for hosting sales events.

If you're curious about how to become certified to sell Affordable Care Act Marketplace plans, we're here to help guide you through Federally Facilitated Marketplace, or FFM, training and certification!

Are you trying to figure out how to keep your marketing materials and practices CMS-compliant? Our Q&A post will help insurance companies and agents stay CMS-compliant on marketing materials. Read more...

Since their Final Rule for Contract Year 2023, the Centers for Medicare and Medicaid Services (CMS) has implemented rules for third-party marketing organizations (TPMOs). Here are the requirements that impact your business.

Being AHIP certified means that someone has completed AHIP's Medicare and FWA training, knows of and understands all CMS rules for selling Medicare Advantage and Part D plans, and is qualified to sell these plans during the current or upcoming plan year.