Resources

AEP Toolkit - Find all the links and resources you need to have an efficient and compliant AEP, including the Senior Marketing Specialists' Application Submission Agreement Form and the Fax Cover Sheet. 

CMS Call Recording FAQs 

CMS Marketing Rule Guideline FAQs - These two resources are provided by Integrity and include answers to the most FAQs, as well as resources like TPMO Compliance checklist and a list of disclaimers you might need. 

MedicareCENTER Call Recording Demo - Still need a call recording solution? Check out this demo going over the free option through MedicareCENTER! 

Time Stamps

New Hires / Staff Compliance - 1:40

Website and Online Presence - 13:37

(This section includes information about websites, social media, disclaimers, call recordings, and submitting marketing materials)

Handling Compliance Issues - 28:12

Q&A - 36:08

Want more? Check out these videos on our YouTube page?