Medicare Scope of Appointment

Scope of appointments is formed outlining the exact products you will be presenting to a client. These are required for all Medicare Advantage and Prescription Drug plan sales. They need to be signed before an agent can even talk about carriers or plan details. 

Medicare Certifications

Medicare Certifications are required to be able to offer Medicare advantage products. AHIP is the first step. This is a general Medicare Advantage test that goes over compliance and CMS rules. Once AHIP is complete then you need to complete carrier-specific certifications. These go over the carrier rules and products. These need to be completed every year before AEP. 

Medicare contracting

Give pinnacle a call today to make sure you are set up with all the carriers you need. You have all the supplies orders in and your leads have been placed. 

Medicare Advantage Leads

On October 8, 2021, the Centers for Medicare & Medicaid Services (CMS) issued updated guidance pertaining to the compliance and regulations of third-party marketing of Medicare Advantage plans. 

Pinnacle Financial Services has clarified this new guidance and ensures our collective activities continue to uphold the highest standards. For details on the announcement please click here: 

The team at Pinnacle Financial is here to help. Contact us with any questions on your Medicare compliance questions or concerns. 

We can be reached at 800-772-6881 or compliance@pfsinsurance.com