Terms and Conditions
Disclaimer:
Currently we represent [insert number of organizations] organizations which offer [insert number of plans] products in your area. You can always contact Medicare.gov, 1-800- MEDICARE, or your local State Health Insurance Program (SHIP) for help with plan choices.”
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Disclose to prospective enrollees that their information will be provided to a licensed agent for future contact o Disclosure must be provided verbally, in writing, or electronically
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Producers should encourage Members to let specific carriers know right away if they have questions, concerns, or problems related to their covered services or the care received.
Record all marketing, sales and enrollment calls, including those as part of the enrollment process, in their entirety and maintain for 10 years o This includes virtual connections such as Zoom/Facetime/Skype or other technology-based platforms