Medicare Sales Sentinel

CMS has shown in no uncertain terms that broker conduct is at the very top of their compliance agenda. The Rule that followed the passage of MIPPA only underlined this.

In order to demonstrate the level of oversight expected by CMS, plans must perform background checks and train, monitor activity closely, and perhaps most importantly, respond to allegations against agents (and internal sales staff alike) quickly and resolutely.  To assist your plan in doing so, GHG offers a Sales Allegation Database.  This secure, web-based tool requires no installation on plan systems requires no “plug in” to your existing CRM or lead tracking system.  The tool will:

  • Store sales agent/broker demographic information related specifically to agent licensure

  • Store and enter agent/broker training attendance for organized training events

  • Allows for the monthly import of enrollments and rapid disenrollments by agent/broker for long-term performance tracking

  • Categorize allegations by type and severity

  • Track allegations through the investigation process to completion

  • Track disciplinary actions

  • Provide suggested disciplinary actions for allegation determinations

  •  Report on performance for all agents/brokers or print an agent/broker’s entire file for CMS audit purposes 
For more information, please call us at 202-364-8283.
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