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
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:
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:
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Get Your FREE Site >If an agent does not complete a 2025 onboarding invite by July 7, the onboarding invitation will be canceled
New sales incentives kicked off on July 1, and you have even more opportunities to bring home extra cash.
Evolve will allow users to seamlessly transition their current business
Email address will be deactivated as of August 31, 2025 and will no longer be monitored after that date.
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