Insurance companies and agents are tasked with remaining compliant with the Centers for Medicare & Medicaid Services (CMS) while marketing their services. It makes sense on the surface, but the details may need some clarifying.

Do you have questions about recording and storing your calls to meet Medicare call recording requirements established by the Centers for Medicare & Medicaid Services (CMS)? Good news — we have answers!

As you know, solicitations are very important to the health insurance business, but there are many rules and regulations individuals and businesses must follow to avoid legal repercussions (and general consumer discontent).

You have your leads in hand and your contracts signed, so you're ready-to-sell, right? Well… almost. Did you complete your AHIP certification yet?

When it comes to Medicare sales, Special Enrollment Periods (SEPs) can be one of your biggest opportunities and compliance risks.

The Centers for Medicare & Medicaid Services (CMS) released their Medicare Advantage (MA) & Part D Final Rule for Contract Year 2027 on April 2, 2026.

You've probably signed an acknowledgment of HIPAA Privacy Practices dozens of times at doctor's offices and hospitals. Did you know, as a health insurance agent, you're held responsible for safeguarding this information for your clients?

Recently, there's been scrutiny around online health insurance ads, lead generation, and health-related claims.

You receive an email from Susan, a carrier representative that you've talked to before, but it seems…off. You notice she's sending from a different email address than usual. Do you open the attachment she's sent?

On February 9, the Centers for Medicare & Medicaid Services (CMS) released the HHS Notice of Benefit and Payment Parameters for 2027 Proposed Rule.

As a result of beneficiaries receiving misleading or inaccurate information, the Centers for Medicare & Medicaid Services (CMS) has monitored Medicare marketing practices through increased "secret shopping."

CMS required TPMOs to obtain prior express written consent from the beneficiary before sharing their personal information. This affects Medicare insurance lead sharing, but how?

Agents who sell Medicare Advantage and Part D must discuss specific CMS-required topics with beneficiaries prior to enrollment. We list those requirements here, so you can more easily stay compliant!