The Centers for Medicare and Medicaid Services (CMS) Final Rule goes into effect for Contract Year 2023. In essence, AEP businesses with a 1/1/2023 effective date for Medicare Advantage and Medicare Part D will be required to follow the new guidelines.
CMS FINAL RULE 2023- SUMMARY OF MARKETING CHANGES
The following is a summary of the changes published.
All field agents must begin recording all marketing phone calls that are part of the chain of enrollment with beneficiaries
The disclaimer “We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. “must be conveyed as follows:
- Verbally conveyed within the first minute of a sales phone call.
- Electronically conveyed when communicating with a beneficiary through email, online chat, or other electronic means of communication.
- Prominently displayed on third-party marketing organization websites
- Included in any third-party marketing organization marketing materials, including print materials and television advertisements.
TPMOs are defined by CMS as organizations and individuals who are compensated to perform lead generation, marketing, sales, and enrollment-related functions as part of the chain of enrollment. (The steps taken by a beneficiary from becoming aware of a Medicare plan or plans to make an enrollment decision). TPMO also includes independent agents/brokers.
Pinnacle Financial Services is providing several all-in-one solutions free of charge to our agent partners through Connecture, SunFire and MyMedicareBot.
These voice Recording Enrollment Systems are now available to agents of Pinnacle Financial Services through our proprietary Connect4Medicare platform.
Seamlessly record your calls and stay compliant with the new CMS regulation. The call recording systems through Connect4Medicare are FREE for all agents with Pinnacle Financial Services. Stores recordings automatically for the 10-year required period.
Pinnacle Financial Services is your one-stop for all the technology you need to quote, compare and enroll your Medicare clients. Use any of the approved compliant platforms depending solely on your preference.
To receive access, please make sure you are contracted and certified for all of your Medicare carriers through Pinnacle Financial Services.
1 (800) 772-6881 x7731 | sales@pfsinsurance.com
Bob Brzyski
Vice President | Marketing
Contact a Pinnacle Representative if you have any questions.
1 (800) 772-6881
support@pfsinsurance.com
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Hello I see that we have to share the above disclaimer regarding plan information. Is there a set disclaimer we need to share in regards to the recording process? Share the recording information ight after the plan disclosure? We are telling clients about the recording process and getting consent right? Thanks