Video Summary
Join us for our Compliance Overview, focused on ethical practices in a changing landscape. Learn about crucial compliance topics, including marketing rules, documentation requirements, disclosure standards, and pre-enrollment checklists. Discover the latest technology tools available to simplify compliance tracking. Prioritize customer satisfaction and stay up-to-date on compliance requirements to protect your business.
Timestamps
(3:59) Why are we here?
Call centers
(6:02) Educational & Sales Events
Event types, location, permission to contact
(8:17) Scope of Appointment
Waiting period
(14:56) Disclaimers
What to include in your disclaimer
(24:37) Marketing Materials
How to get approved marketing materials
(29:53) CMS Regulation Updates
Simply Enroll, voice scope & enrollment
(35:44) Medicare Pro & Simply Enroll
Connecting your CRM to Simply Enroll
(38:40) NABIP Portal
Agent resources
(39:34) Medications
Inflation Reduction Act
(44:34) Questions
Agents get their questions answered
