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Key Topics This Month


Make sure if you schedule a seminar, you are showing up! CMS and insurance carriers have their own secret shoppers who are attending and making sure they are compliant (make sure your presentations and materials are compliant) and completed.

Non-Licensed Agency Staff

Medicare Advantage and Part D carriers, per CMS, require all non-agent employees to be checked against the Office of Inspector General (OIG) and General Services Administration (GSA) databases before hiring and monthly there after.

If you are using a payroll service, they may be able to satisfy this requirement for you.

Where is some detailed information about the checks and requirements: OIG/GSA Background Checks

Staying Compliant

  • Use only agent approved enrollment methods: Do not use carrier consumer facing websites to enroll prospects
  • Complete your PCP Numbers: Make sure your applications have the correct provider with PCP#
  • Register Your Website: If you have any Medicare Part C or D contracts, make sure you register your website with EACH carrier!

If you have questions, please call us! (800) 689-2800 or visit our compliance page with numerous downloadable resources.

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