<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=302779086974399&amp;ev=PageView&amp;noscript=1"> Medicare Blog | Medicare News | Medicare Information

Medicare Blog | Medicare News | Medicare Information

Agent Compliance Guide

Posted by www.psmbrokerage.com Admin on Wed, Oct 11, 2023 @ 04:08 PM

Staying compliant during the Annual Enrollment Period (AEP) for Medicare sales is not only crucial for the reputation and integrity of your business but also for the well-being of Medicare beneficiaries.

Agents must ensure that all interactions with beneficiaries, from initial contact to the final enrollment, are transparent, ethical, and in full accordance with Medicare rules and regulations. This includes the proper use of the Scope of Appointment (SOA) process, which grants beneficiaries control over the topics discussed during meetings, preventing aggressive sales tactics.

It also involves providing accurate information about plan options, costs, and coverage, as well as respecting the Annual Enrollment Period deadlines. Compliance not only keeps you in good standing with regulators but, more importantly, it fosters trust with your clients, ensuring they receive the best possible guidance for their healthcare needs.


With the high stakes involved in helping seniors make critical decisions about their healthcare coverage, adherence to strict compliance is paramount.

Newest Blog Posts  |  All Blog Posts


Tags: AEP, Compliance

    Join thousands of insurance agents who receive weekly news updates and original articles.

    Follow Precision Senior Marketing on Facebook!

    Follow Precision Senior Marketing on Twitter!

    Most Popular Posts