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Medicare guidelines for Permission to Contact and Scope of Appointment
- Send out business reply cards.
- Contact a beneficiary after they request a return call.
- Contact a beneficiary after they fill out an online contact form.
- Contact through email with the opt-out option.
- Direct message through social media
- Text message
- Go door to door
- Collect contact information for spouse (PTC must be provided by each individual).
Medicare and Health Insurance Agent regulations and guidelines regarding "Permission to Contact" and "Scope of Sales Appointments" are designed to protect Medicare beneficiaries and ensure that sales agents are conducting themselves in an ethical and compliant manner. Here are some of the key regulations and guidelines related to these topics:
1. Permission to Contact: Medicare sales agents are required to obtain an individual's permission to contact them about Medicare-related insurance products. This permission should be obtained in writing, and the individual must be fully informed about what they are consenting to and how their information will be used.
2. Scope of Sales Appointments: Medicare sales agents are only allowed to discuss the specific Medicare-related insurance products that they are licensed to sell. They are not allowed to discuss non-Medicare related products during a sales appointment or use high-pressure sales tactics to coerce an individual into buying a particular product.
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3. Marketing Materials: All marketing materials used by Medicare sales agents must be approved by the Centers for Medicare & Medicaid Services (CMS) and comply with strict guidelines related to accuracy, clarity, and transparency.
4. Compliance Requirements: Medicare sales agents are required to comply with all applicable laws and regulations, including those related to fraud, waste, and abuse. They must also complete annual training and certification to ensure that they are up-to-date on the latest regulations and guidelines.
These regulations and guidelines help ensure that Medicare beneficiaries are protected and that sales agents are conducting themselves in a professional and ethical manner.
As of 5/20/2023, Health and Medicare Agents can legally do the following.
Some examples of what AHIP-certified Medicare Agents CANNOT do are the following:
MedHelpCenter.us recommends that you call the Senior Health Insurance Agency at 813-592-8568 for further explanation.
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