Medicare agents must adhere to CMS regulations when marketing Advantage and prescription drug plans. This includes recording calls, using a specific disclaimer, and obtaining permission to contact. Staying compliant is crucial, as secret shoppers assess quality and compliance.
Read MoreLearn how to create a client's life insurance needs analysis. We explain the four common ways to calculate life insurance needs... multiple-of-income approach, the DIME method, the human life value approach, and capital needs analysis.
Read MoreCheck out our some frequently asked questions about using CallVault to compliantly record and store your outbound and inbound Medicare calls with clients!
Read MoreAdd Ritter's new video series to your Annual Enrollment Period prep for quick carrier highlights and more.
Read MoreWe've collected recommendations from our expert Sales team about the ACA contracts you need for 2024!
Read MoreThe Medicare Annual Enrollment Period officially starts on October 15, but you don’t have to wait until then to get a leg up on your sales! October 1 is when you can begin marketing the next year’s plans to your clients.
Read MoreScopes of Appointment (SOAs) can be a foreign idea, but the basics of SOAs play a major role in the industry. Who does an agent get an SOA from? Is an SOA form required for an agent to meet with an existing client? We answer these questions and more.
Read MorePart C, or Medicare Advantage, plan enrollment has been steadily increasing since their inception in the early 2000s. What’s drawing more and more people to these plans?
Read MoreLooking for clear guidelines on what is allowed at a Medicare educational event or sales event? Here are rules on what agents can and can't say during these events.
Read MoreThe OEP is approaching quickly! We've broken down all the steps you need to take in order to be prepared to sell ACA insurance plans this November.
Read MoreAgents who sell Medicare Advantage and Part D will need to ensure they discuss specific CMS-required topics with beneficiaries prior to enrollment. We list those requirements here.
Read MoreLife insurance is vital coverage with many benefits that make it more than just another policy.
Read MoreIf you're curious about how to become certified to sell Affordable Care Act Marketplace plans, we're here to help guide you through Federally Facilitated Marketplace, or FFM, training and certification!
Read MoreAre you trying to figure out how to keep your marketing materials and practices CMS-compliant? Our Q&A post will help insurance companies and agents stay CMS-compliant on marketing materials. Read more...
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