You asked for it! Devoted Health is now LIVE on SunFire
Independent agents play a vital role in helping seniors secure the most cost-effective Medicare plans for their individual needs. This comprehensive tool simplifies the sales process with multi-carrier shopping and enrollment platforms wrapped into a single online experience. And best of all, this platform is available at no cost to PSM agents.
Welcome to a new era in Medicare enrollment
PSM has teamed up with YourMedicare ℠ to bring you a revolutionary new tool to write more Medicare business. With our all-inclusive platform, you can sell Medicare plans on your terms. Offer top carriers, receive the best commissions, all with industry-recognized service and support.
Staying compliant is more important than ever!
Effective October 1, 2022Field Agents will be required to record allsales and marketing callsin their entirety. The recordings must be retained in aHIPAA compliantmanner for 10 years.View details on the new CMS rule here.
This pertains to calling leads, scheduling appointments, collecting drug and provider lists andconducting phone enrollments. Only in person, face to face appointments are excluded, howeverany follow up calls related to sales and completing the enrollment processmust be recorded.
Additionally,a new disclaimer must be verbally conveyedwithin the first minute of a sales phone call.