The Keys to Compliance with Secret Shoppers

The Keys to Compliance with Secret Shoppers

One way to confirm that Medicare beneficiaries are receiving accurate & compliant information during marketing events and personal appointments, is to utilize secret shoppers.

CMS secret shoppers measure quality of service and compliance with Medicare regulations as a way to gather specific information about products and services.

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The Scoop on the Scope of Appointment

The Scoop on the Scope of Appointment

The Scope of Appointment (SoA) is like an American Express card, you don't leave the appointment without it. We'll show you how to use this form correctly and compliantly.

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HIPAA Compliance Tricks & Treats

HIPAA Compliance Tricks & Treats

There's rarely a week that goes by where I don't get a call from one of our agent partners asking, "How do I protect myself from hackers and compliance violations?"

These are important questions that should be asked by everyone who handles Protected Health Information (PHI) and Personally Identifiable Information (PII) to ensure HIPAA compliance. Don't worry, you don't have to be a security expert to keep you and your client's personal data safe.

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Top 4 Compliance Mistakes to Avoid during the AEP and Beyond

Top 4 Compliance Mistakes to Avoid during the AEP and Beyond

CMS takes the monitoring of Medicare agents seriously in order to protect seniors from unscrupulous agents trying to take advantage of them. With all of the hustle and bustle of the busy selling season, it can be easy to make simple mistakes or take short-cuts on your appointments leading to compliance mistakes. Unfortunately, these mistakes or oversights can cause a wave of damage that many times cannot be mended.

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Are you compliant on compliance? Have you sent out notices about your notices?

Are you compliant on compliance? Have you sent out notices about your notices?

Health insurance brokers and employers are experiencing challenges keeping up with all of the required notifications that came along with the passage of the Affordable Care Act. However, forgetting or not knowing, is no excuse for non-compliance.

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