“CMS is relaxing compliance guidelines.” THIS IS A MYTH.


During these times of many agents pivoting and helping their clients through different methods and technology, it is a good time to remind your agents about the strong need for doing so compliantly!

Make sure you are training your agents on:

  • Compliantly contacting prospects
  • Application submission and timeliness
  • Thorough needs assessment
  • Thoroughly presenting all areas/benefits of the plans (costs, providers, medications, etc.)
  • Using E-Apps reduces the chances of missing required information – Carriers process faster too!


All of the above is REGARDLESS of the method:  face to face, telephonic, virtual


Below is a list from UHC of the Top 5 Complaints:


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