Compliance Bulletins

A New Year’s Resolution

A New Year's Resolution CB0001-15 January 8, 2015 Customers form their first and most lasting impression of you, and the carrier you represent, starting with the very first sales conversation. The more you act as their advocate from...

Medicare Advantange Special Election Period (SEP)

Medicare Advantange Special Election Period (SEP) CB0002-15 January 12, 2015 What is a Special Election Period (SEP)? Special enrollment periods constitute periods outside of the usual IEP for Part D or AEP when an individual may...

2015 Updated MSP and LIS Eligibility Charts

2015 Updated MSP and LIS Eligibility Charts CB0003-15   The U.S. Department of Health and Human Services (HHS) has released the federal poverty guidelines for 2015. These guidelines are used to determine financial eligibility...

Guidance for Formal/Informal Event Participation

Guidance for Formal/Informal Event Participation CB0003-15 February 23, 2015 This document serves to be a resource for Agent-hosted events - both formal and informal. Please note this document does not replace carrier-specific...

Selecting a Provider for UnitedHealthcare Enrollments

Selecting a Provider for UnitedHealthcare Enrollments CB0005-15 March 2, 2015 Reminder: Each enrollment application must include a Primary Care Physician (PCP). Correctly spell the PCP's name and make sure their provider number is...

Agent/Agency Websites

Agent/Agency Website CB0006-15 March 6, 2015 MS has confirmed there is a renewed focus on websites that market to consumers with the intent to collect contact information to be used or distributed as a lead. Please read and share...

The Sales Presentation for Medicare Advantage Plans

The Sales Presentation for Medicare Advantage Plans CB0009-15 May 5, 2015 Are you providing full, compliant sales presentations? Before you begin your presentation: Have you met all of the carrier's certification requirements? Do...

Medicare Easy Pay

Medicare Easy Pay CB0010-15 May 20, 2015 Medicare Easy Pay is a free, electronic payment option that allows people to have their Medicare premium payments automatically deducted from a savings or checking account each month. Who can...

Medicare Advantage Sales Presentation Reminder

Medicare Advantage Sales Presentation Reminder CB0009-15 May 5, 2015 Are you providing full, compliant sales presentations? Before you begin your presentation: Have you met all of the carrier's certification requirements? Do you...

Third Party Marketing and Enrollment Website Approval

Third Party Marketing and Enrollment Website Approval CB0015-15 September 2, 2015 The Centers for Medicare and Medicaid Services ("CMS") has issued additional requirement to Plan/ and Part D sponsors. Effective immediately any...

Guidance for Formal/Informal Event Participation

Guidance for Formal/Informal Event Participation CB0016-15 September 2, 2015 Event Scheduling If you plan on scheduling an informal or formal event, you must inform the carrier you are representing at least 21 days in advance so the...

2016 Part D Standard Plan Cost-Sharing

2016 Part D Standard Plan Cost-Sharing* CB0017-15 September 11, 2015 Part D Benefit Cost Periods Cost and Who Pays Beneficiary Pays (TrOOP) Plan Pays Total Amount Spent on Plan-Covered Drugs Initial Deductible Beneficiary pays 100%...

Privacy and Security Reminders

Privacy and Security Reminders CB0018-15  September 10, 2015 Protecting a consumer's privacy Protecting a consumer's Personal Identifiable Information (PII) can help reduce the risk of information being disclosed inappropriately and...

Marketing Materials Review

Marketing Materials Review CB0019-15 September 14, 2015 Reminder: Any sales agent creating their own marketing material should submit the copy to their hierarchy for a review by their Compliance Department. Marketing material will...

Ready to Sell Reminders

Ready to Sell Reminders CB0021-15   October 9, 2015 READY TO SELL - ACTIVE SELLING AGENTS Pass AHIP training and testing Carrier Certifications Complete ALL online training modules and keep a copy of all carrier certifications...

Formal/Informal Event Participation

Formal/Informal Event Participation CB0022-15 October 14, 2015 This document serves to be a resource for Agent-hosted events - both formal and informal. Please not this document does not replace carrier-specific trainings, but...

Annual Enrollment Period (AEP) Selling Reminders

Annual Enrollment Period (AEP) Selling Reminders CB0023-15 October 14, 2015 70.5 - Marketing through Unsolicited Contact - 42 CFR 422.2268(d), 423.2268(d) In general, Plans/Part D Sponsors may not market through unsolicited direct...

Important Event Reminders

Important Event Reminders CB0024-15  October 20, 2015 REMEMBER  If you are unable to participate in a scheduled event, you must find another event-certified agent to take your place. Event cancellations - see the...

Business Associate Privacy Rules

Business Associate Privacy Rules CB0026-15 November 6, 2015 As a sales agent, you are entrusted with many levels of consumers' personal information. This Compliance Bulletin reviews your requirements for safeguarding all consumer...

Business Associate Privacy Rules

Business Associate Privacy Rules CB0020-15 September 29, 2015 As a sales agent, you are entrusted with many levels of consumers' personal information. This Compliance Bulletin reviews your requirements for safeguarding all consumer...