Aetna: New CMS requirements you must follow starting October 1

Preparing for AEP: New CMS requirements you must follow starting October 1

CMS issued several new rules for Medicare Advantage organizations, like Aetna, as well as for agents and other third-party marketing organizations (TPMOs) who sell these products. 

There are two new requirements you must implement starting October 1.You can find complete information in the 2023 CMSFinal Rule released May 9, 2022

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Incorporate new disclaimer: A new disclaimer must be included on all third-party CY2023 materials — including sales calls— effective for marketing beginning October 1, 2022. Find out:

• What is the disclaimer?
• When do I need to use it? 

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Record calls with beneficiaries:Starting October 1, agents must record all calls with beneficiaries related toMedicare Advantage (MA, MAPD, D-SNP) and Prescription Drug Plans. The callrecordings must be retained for a minimum of 10 years and made available to CMSupon request. Review answers to FAQsincluding:

• What types of calls must be recorded? 
• When and why might call recordings be requested? 
• How can I record calls? 
• Does Aetna offer a call-recording tool?