The Scope of Appointment (SOA) process is a crucial aspect of Medicare marketing and sales activities designed to protect the interests of Medicare beneficiaries and ensure compliance with regulations. The SOA process is primarily associated with Medicare Advantage (Part C) and Medicare Prescription Drug Plans (Part D) but can also apply to other Medicare-related products. Here's an overview of the Medicare Scope of Appointment process:
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Medicare Blog | Medicare News | Medicare Information
Medicare Scope of Appointment Form Download
Posted by www.psmbrokerage.com Admin on Wed, Sep 27, 2023 @ 02:14 PM
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Tags: Online Enrollment, Medicare Advantage, Part D, Scope of Appointment, SOA
Agent Reporting Agents will have visibility into their production since January 1, 2023. To access this new function, click the graph icon on the left side of your screen and select the “Performance” tab at the top. This report will showcase:
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Tags: Online Enrollment, Medicare Advantage, Medicare Supplement, Part D, SunFireMatrix
Medicare Marketing Changes in 2024: New TPMO Disclaimer
Posted by www.psmbrokerage.com Admin on Wed, Aug 30, 2023 @ 10:44 AM
Another Year, Another New Rule from CMS… Yes, we feel your pain. It seems like every year there’s a new set of compliance rules that agents must follow when selling Medicare Advantage and Part D plans. Some are a minor nuisance; others require scrambling to find and put new systems in place before the deadline (call recording, anybody?). Remember why CMS does this: They are trying to protect Medicare beneficiaries against misleading and confusing sales and marketing tactics, and make sure these consumers get the right help to end up with the appropriate plan for their needs. This is the same goal that most independent agents have when selling Medicare plans. While most independent agents focus on providing the best service possible, there are some bad actors. According to CMS, the number of consumer complaints rose from 15,497 in 2020 to 39,617 in 2021. Medicare Marketing Changes in 2024: New TPMO DisclaimerThere are many resources you can turn to that dive into the changes for 2024. We won’t go over all of them here. But there is one specific rule that directly affects AgentMethods’ customers and the service we provide: the TPMO (Third Party Marketing Organization) Disclaimer. To make sure it’s clear to customers what companies and plans an agent can offer them, CMS has provided an updated TPMO disclaimer that agents must use in communication and marketing materials such as email, online chat, advertisements, and websites. The new disclaimer is: “We do not offer every plan available in your area. Currently, we represent [insert number of organizations] organizations which offer [insert number of plans] plans in your area. Please contact Medicare.gov, 1–800–MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.” (source: https://www.ecfr.gov/current/title-42/part-422/subpart-V#p-422.2267(e)(41)) But there’s one tiny problem with the new disclaimer… The New Disclaimer Doesn’t Work on WebsitesWhile this new disclaimer is helpful for direct mail campaigns and one-on-one communications, it creates a problem when communicating with anonymous website visitors who don’t know their local area. In that case, you aren’t able to provide a correct number for organizations you work with and plans you offer within their area. We are seeing creative solutions, such as:
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Tags: Medicare Advantage, Part D, Compliance, TPMO, AgentMethods
We are excited to announce the initial launch of SunFire’s Med Supp Quoting and Enrollment Experience
Posted by www.psmbrokerage.com Admin on Wed, Aug 30, 2023 @ 08:52 AM
We are excited to announce the initial launch of SunFire’s Med Supp Quoting and Enrollment Experience, arriving 10/1! We believe they have created a revolutionary platform that will significantly improve your efficiencies and profitability. As with any new product, their goal is to build a strong foundation with key features and continue to enhance the system over time, including additional carrier integrations. Features Included in the Initial Launch
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Tags: Online Enrollment, Medicare Advantage, Medicare Supplement, Part D, SunFireMatrix
Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs
Posted by www.psmbrokerage.com Admin on Fri, May 13, 2022 @ 12:06 PM
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Tags: Medicare Advantage, Medicare, Part D, New Med Advantage Rules, Special Needs Plans
Video: Don't Make This Common PDP Enrollment Mistake
Posted by www.psmbrokerage.com Admin on Thu, May 12, 2022 @ 10:15 AM
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Tags: Sales Tips, Part D, Training
PSM YouTube: Getting Started in Medicare Sales
Posted by www.psmbrokerage.com Admin on Fri, Jan 14, 2022 @ 01:59 PM
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Tags: Sales Tips, senior market news, Medicare Advantage, Medicare Supplement, Medicare News, Sales Leads, Part D, Incentives, sales ideas, YouTube
Guide: Hosting a Medicare Sales or Educational Event
Posted by www.psmbrokerage.com Admin on Thu, May 06, 2021 @ 10:42 AM
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Tags: Medicare Advantage, Medicare Supplement, Part D, Sales Event, Seminar, Educational Event