Sales Agent Oversight Best Practices

Cited in recent sanctions, CMS is closing in on health plans for the lack of proper oversight of sales agents. Plus, with an earlier start to the Annual Election Period (AEP) on October 15, now is the time to ensure you have the best practices in place for effective and compliant sales agent oversight.

Gorman Health Group, the industry's leading government programs consultancy, has trained more than 35,000 sales agents to date. Because we understand your need for actionable data and meaningful oversight, we offer practical sales oversight tools designed specifically to reduce your exposure to CMS and demonstrate your commitment to promoting best sales practices.

Only GHG’s Agent Oversight Tools can help you:

       Apply best practices to maintain compliance with CMS Sales Agent Oversight guidelines

       Focus your efforts on what matters most – meeting your sales goals

 GHG Sales Agent Oversight Tools

Agent Oversight success begins here: 

  •  Contracting – Don’t wait until an audit to find out your contracts are non-compliant. Our industry experts have designed audit-ready tools essential to a strong sales agent oversight strategy
  •  Paperless documentation – Keep all agent documentation in one place for quick access and review. GHG can facilitate the electronic execution of all documentation, including your agent contracts.
  •  Credentialing Tools – Ensuring your agents are up to date is a full-time job in itself. We can help. GHG offers these credentialing services :

                         Sales Agent License Checks
                         Sales Agent OIG Checks
                         Sales Agent Criminal Background Checks

  • Sales Agent Training - Agents must be certified annually to sell or to receive MA or PDP commissions.  Our training program exceeds the mandated CMS guidelines for core Medicare training and certification.  Let us create a  customized product certification program for an effective, compliant and seamless agent certification experience.
  •  Agent appointments and ID assignment – Most states require that sales agents be appointed and have IDs assigned.  We can perform both of these time consuming tasks for you.
  •  Reporting – Only GHG provides audit-ready reporting of key metrics to track each agent and meet in-house auditing and reporting needs.

Contact us today at ghg@gormanhealthgroup.com to learn more our full suite of customizable tools specifically designed for selling Medicare Advantage and PDP products.  Remember, AEP starts a month earlier this year – plan now and sell more!

 

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