< Agent Blog
Nov
03
,
2022

Excellus Updated CMS Guidance on Call Recording & AEP Best Practices

November 3, 2022

Excellus recently received updated guidance from CMS on a few different topics that are important to review with you.  Please review and share this information with your agents/brokers and appropriate downlines.

 

TPMO Call Recording

CMS released an FAQ document (attached) that gives additional details on the TPMO call recording regulation for all agents/brokers (both captive & independent).  The updated guidance now specifies that ALL calls – inbound and outbound must be recorded (not just “sales” calls, ALL calls).  Additionally, Zoom calls and other calls using virtual presence technology must be recorded.

 

CMS also indicted they will be “secretly shopping marketing events by reviewing television, print and internet marketing and calling related phone numbers and/or requesting information via online tools” to ensure compliance to these new regulations.

 

 

Best Practices and Reminders for Medicare Advantage Organizations and Part D sponsors

CMS also released a memo outlining best practices for MAPD plans during AEP. They specifically call out the requirement for all agents to review the required “pre-enrollment checklist” with each beneficiary prior to enrollment.  All items on the checklist must be covered in full and understanding of them acknowledged by the beneficiary.  Excellus/Univera’s new 2023 Medicare Advantage Enrollment “book/kit” include pre-enrollment checklists for both the HMO & PPO plans.  This is typically standard procedure when meeting with beneficiaries, but Excellus would like to call this out as a reminder since CMS issued this memo so they are highlighting the importance.

View Details >View Details >

Questions? Call us at 855-888-8326.

Don't have a MedicareValue page yet?

Get Your FREE Site >

Posts you may be interested in...

Read More

Use GTL's Text-to-Sign Feature for Even Faster Submissions!

November 21, 2022
Agent Blog Icon - Indicates this is a blog article.

Save time and bypass the Voice Verification Call! Text-to-Sign is available on the Agent Portal only

Read More

Compare The Benefits Today! See How The Difference is Clear with Clear Spring!

November 16, 2022
Agent Blog Icon - Indicates this is a blog article.

Help your clients meet life where it is at, secure and confident with Clear Spring Health!

Read More

See how Aetna is making it easier for members to stay informed

November 15, 2022
Agent Blog Icon - Indicates this is a blog article.

An enhanced member experience is coming in 2023

Read More

Excellus BCBS Medicare Broker News - Vol. 4 No. 10

November 15, 2022
Agent Blog Icon - Indicates this is a blog article.

Final Reminders For AEP | Medicare Supplement Update

Read More

Important updates to Humana’s Rx Calculator and Humana.com

November 15, 2022
Agent Blog Icon - Indicates this is a blog article.

It was recently discovered that Humana’s Rx Calculator and Humana.com were incorrectly quoting the $0 Rx Copay Benefit Model incorrectly for DSNP plans.

Read More

Wellcare Increased Payments and Network Additions!

November 15, 2022
Agent Blog Icon - Indicates this is a blog article.

Your Wellcare NY Sales team wanted to remind you of an increase to the payment amounts for our Health Risk Assessment's (HRA's) and inform you of two important NY network additions.

Who we are & what we do.

Choosing an FMO to work with is not just about having access to top insurance products and commissions, it’s about finding a one-on-one agent service that is prepared to meet your needs.  

Get to know us, and see how we can help you take your business to the next level.

Learn More

Helpful Links

New Here?

We love meeting new people! Fill out the form below, and one of our sales directors will get in touch with you shortly.

Thank you! Your form has been received!
Oops! Something went wrong while submitting the form