The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
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Content provided by Sarah J. Rueppel | Ritter Insurance Marketing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sarah J. Rueppel | Ritter Insurance Marketing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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FAQs About the Medicare Call Recording Requirements
Manage episode 450481773 series 3045143
Content provided by Sarah J. Rueppel | Ritter Insurance Marketing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sarah J. Rueppel | Ritter Insurance Marketing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
CMS requires marketing, sales, and enrollment calls between agents and clients to be recorded. If you have questions about these call requirements, this is the episode for you!
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
Cybersecurity Best Practices for Insurance Agents: https://link.chtbl.com/ASG515
Contact Integrity Support: support@clients.integrity.com
FAQs About Third-Party Marketing Organizations (TPMOs) Disclaimers: https://link.chtbl.com/ASG6225
Helping Medicare Clients Who Have Powers of Attorney or Conservatorships: https://link.chtbl.com/ASG505
Learn more about MedicareCENTER: https://integrity.com/MedicareCENTER/
Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You: https://link.chtbl.com/ASG622
Medicare Grievances & How Insurance Agents Can (Try To) Prevent Them: https://ritterim.com/blog/medicare-grievances-how-insurance-agents-can-try-to-prevent-them/
Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/
Register with Ritter: https://app.ritterim.com/public/registration/
Ritter Blog Compliance Section: https://ritterim.com/blog/compliance/
Rules for Hosting a Compliant Medicare Educational Event: https://ritterim.com/blog/rules-for-hosting-a-compliant-medicare-educational-event/
Rules for Hosting a Compliant Medicare Sales Event: https://ritterim.com/blog/rules-for-hosting-a-compliant-medicare-sales-event/
Terms of Service for Integrity: https://integrity.com/terms-of-service/
The Ritter Compliance Program: https://docs.ritterim.com/compliance/compliance-at-ritter/
What to Know About SOAs in Medicare Health and Prescription Drug Sales: https://ritterim.com/blog/what-to-know-about-soas-in-medicare-health-and-prescription-drug-plan-sales/
Where It All Begins: Obtaining Permission to Contact for Medicare Sales: https://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/
References:
“Agent Broker Marketing Frequently Asked Questions.” CMS, Centers for Medicare & Medicaid Services, www.cms.gov/files/document/agent-broker-marketing-faqs-10-19-2022.pdf. Accessed 4 Oct. 2024.
“Employer Group Waiver Plans (EQWPs).” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/medicare/coverage/prescription-drug-coverage-contracting/employer-group-waiver-plans-egwps. Accessed 4 Oct. 2024.
“Security Overview.” Twilio, Twilio, www.twilio.com/en-us/legal/security-overview. Accessed 4 Oct. 2024.
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
304 episoade
Distribuie
Manage episode 450481773 series 3045143
Content provided by Sarah J. Rueppel | Ritter Insurance Marketing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sarah J. Rueppel | Ritter Insurance Marketing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
CMS requires marketing, sales, and enrollment calls between agents and clients to be recorded. If you have questions about these call requirements, this is the episode for you!
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
Cybersecurity Best Practices for Insurance Agents: https://link.chtbl.com/ASG515
Contact Integrity Support: support@clients.integrity.com
FAQs About Third-Party Marketing Organizations (TPMOs) Disclaimers: https://link.chtbl.com/ASG6225
Helping Medicare Clients Who Have Powers of Attorney or Conservatorships: https://link.chtbl.com/ASG505
Learn more about MedicareCENTER: https://integrity.com/MedicareCENTER/
Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You: https://link.chtbl.com/ASG622
Medicare Grievances & How Insurance Agents Can (Try To) Prevent Them: https://ritterim.com/blog/medicare-grievances-how-insurance-agents-can-try-to-prevent-them/
Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/
Register with Ritter: https://app.ritterim.com/public/registration/
Ritter Blog Compliance Section: https://ritterim.com/blog/compliance/
Rules for Hosting a Compliant Medicare Educational Event: https://ritterim.com/blog/rules-for-hosting-a-compliant-medicare-educational-event/
Rules for Hosting a Compliant Medicare Sales Event: https://ritterim.com/blog/rules-for-hosting-a-compliant-medicare-sales-event/
Terms of Service for Integrity: https://integrity.com/terms-of-service/
The Ritter Compliance Program: https://docs.ritterim.com/compliance/compliance-at-ritter/
What to Know About SOAs in Medicare Health and Prescription Drug Sales: https://ritterim.com/blog/what-to-know-about-soas-in-medicare-health-and-prescription-drug-plan-sales/
Where It All Begins: Obtaining Permission to Contact for Medicare Sales: https://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/
References:
“Agent Broker Marketing Frequently Asked Questions.” CMS, Centers for Medicare & Medicaid Services, www.cms.gov/files/document/agent-broker-marketing-faqs-10-19-2022.pdf. Accessed 4 Oct. 2024.
“Employer Group Waiver Plans (EQWPs).” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/medicare/coverage/prescription-drug-coverage-contracting/employer-group-waiver-plans-egwps. Accessed 4 Oct. 2024.
“Security Overview.” Twilio, Twilio, www.twilio.com/en-us/legal/security-overview. Accessed 4 Oct. 2024.
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
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The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
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