Compliance Bulletins
2017 Post-AEP Enrollment Reminders
2017 Post-AEP Enrollment Reminders 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 the very...
Client Customer Service
2017 Post-AEP Enrollment Reminders CB0001-17 January 20,2017 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...
Encryption Reminders
Encryption Reminder CB0002-17 February 17, 2017 Sales agents are entrusted with many levels of consumers' personal information. This Compliance Bulletin reviews your requirements for safeguarding all consumer information and...
Consumer-Facing Website Reminders
Consumer-Facing Website Reminders CB0003-17 March 28,2017 CMS has confirmed a renewed focus on all websites, especially those that market to consumers with the intent to collect contact information to be used or distributed as a...
Medicare Advantage Rules of the Road
Medicare Advantage Rules of the Road CB0004-17 May 10, 2017 Enrollment Complete a needs analysis prior to any plan discussion. Once the plan has been chosen, carefully review all benefits and the Statement of Understanding. Clarify...
2018 CMS Marketing Guidelines – 100.7 Third-Party Websites
2018 CMS Marketing Guidelines - 100.7 Third-Party Websites CB0005-17 July 21, 2017 A third-party website is defined as a site that is not owned by a Plan/Part D Sponsor, but by a company with whom the Plan/Part D Sponsor has a...
2018 AHIP and Carrier Training
2018 AHIP and Carrier Training CB0006-17 August 4, 2017 READY TO SELL - ACTIVE SELLING AGENTS AHIP Pass AHIP training and testing Save AHIP and training certificates CARRIER TRAINING Complete ALL online training modules Keep a copy...
2018 Medicare ID Card Changes
2018 Medicare ID Card Change CB0007-17 August 8, 2017 Be prepared to answer your clients' questions regarding the upcoming changes to the Medicare ID card. Beginning in April 2018, new Medicare cards without Social Security numbers...
Limitations on Distribution of Marketing Materials and Activities
Limitations on Distribution of Marketing Materials and Activities CB0008-17 August 17,2017 30.1 - Limitations on Distribution of Marketing Materials and Activities 42 CFR 422.2262(a), 423.2262(a), 422.2260, 423.2260, 422.2268(e),...
Sales Appointment Guidance
Sales Appointment Guidance CB0009-17 September 7, 2017 Below is some guidance to help keep you compliant during sales appointments. Please review each section of this email and if you have any questions, please contact us. Medicare...
Choosing a Primary Care Physician (PCP) for UnitedHealthcare HMO and PPO Plans
Choosing a Primary Care Physician (PCP) for UnitedHealthcare HMO and PPO Plan CB0010-17 October 23, 2017 Member-selected PCP assignments are a critical component of every member enrollment completed for both the HMO and PPO...
2018 Medicare Costs at a Glance
2018 Medicare Costs at a Glance CB0011-17 November 27, 2017 Part A Premium Most people do not pay a monthly premium for Part A (sometimes called "premium-free Part A". If you buy Part A, you will pay up to $422 each month in 2018....