RE: Third- party Marketing OrganizationsOn May 9, 2022, CMS issued new requirements for third-party organizations (TPMOs) with an effective date of June 28, 2022 and an applicable date of January 1, 2023.
More details to come as we receive more updates and guidance. Helpful Resources: ![]() |
Medicare Blog | Medicare News | Medicare Information
Latest in Medicare Compliance - CMS Ruling Notification
Posted by www.psmbrokerage.com Admin on Wed, Jul 20, 2022 @ 03:23 PM
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Tags: Online Enrollment, CMS, Compliance
Video: Referral Fees, Marketing Gifts and Inducements
Posted by www.psmbrokerage.com Admin on Wed, Jun 29, 2022 @ 10:40 AM
Check out the video here There is an exception to this rule which states that marketing representatives may provide gifts, prizes, or promotional items to beneficiaries for marketing purposes as long as:
Check out the video here It’s important to note that agents are not permitted to provide anything of value (e.g., gift card, flowers) to a consumer/member in exchange for a referral (i.e. contact information including name and telephone number/email). The key difference is the purpose of the gift. If it’s given in exchange for a referral, it’s not allowed. ![]() |
Tags: CMS, Compliance
YourMedicare CMS Lead-Generation Guidelines
Posted by www.psmbrokerage.com Admin on Thu, Jun 02, 2022 @ 11:17 AM
Confused about the October 8, 2021, Centers for Medicare & Medicaid Services’ (CMS) advisory regarding the marketing of Medicare Advantage (MA) and associated prescription drug (MAPD) plans? Here are a few key points to help demystify the latest update and help you comply with the rules for your lead-generation activities. ![]() |
Tags: CMS, Lead Generation, Compliance
Event Compliance - The Do's and Don'ts
Posted by www.psmbrokerage.com Admin on Tue, Jan 25, 2022 @ 11:18 AM
Tags: Medicare Advantage, Compliance, Sales Event, Educational Events
Agent Compliance Guide: Staying Compliant Before the Sale
Posted by www.psmbrokerage.com Admin on Thu, Nov 19, 2020 @ 10:24 AM
This guide was developed to aid compliance throughout all stages of the sales process and includes critical information and useful tips to keep in mind at all times. Making a Compliant MA/PDP Presentation Featuring a handy check list, presentation phases are covered in three sections: Prior – Key points
During – Necessary steps
After – Important follow-up actions
Things to Know
In addition to the preceding information, the compliance guide addresses the following topics:
Download the Compliance Guide here! ![]() |
Agent Compliance Guide - Checklist
Posted by www.psmbrokerage.com Admin on Mon, Oct 19, 2020 @ 12:52 PM
Agent Compliance Guide - Checklist
We all need help remembering tasks that need to be completed throughout the week.
Especially when it comes to the amount of documentation and compliance issues an insurance agent needs to deal with.
So we’ve put together a detailed 10 page checklist with interactive check boxes to help remind you of all the things that are required to remain compliant before, during, and after a sale.
Use the PDF digitally or print it out as a reminder of all the things you need to be aware of.
The check list includes reminders for things such as :
- Completing a Scope of Appointment
- Licensing
- Meeting with a client
- Making a compliant presentation
- Communicating with a client after the sale
- Avoiding and dealing with canceled applications
- Avoiding and dealing with Rapid Disenrollment’s
- Dealing with complaints
- And much, much more..
Below you can see an example of the 10 page checklist.
Download the complete 10 page interactive PDF checklist