“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: