Medicare Sales Training and Certification

CMS requires all sales agents for Medicare Advantage and Prescription Drug Plans receive appropriate training and pass written certification to demonstrate their understanding of both CMS marketing and sales requirements and the Medicare products being sold to beneficiaries.  CMS is also proposing stiff penalties of up to $25,000 per determination for each enrollee directly adversely affected -- for organizations found to be deficient in training, testing, and monitoring of their sales agents.

Meanwhile, overly aggressive sales tactics by agents have already resulted in CMS shutting down some plans' sales and marketing operations – resulting in millions of dollars in lost revenues, damaging publicity, and poor beneficiary service.

Where Can I Get More Information?

Please contact salestraining@gormanhealthgroup.com or call us directly at 202-364-8283.

Gorman Health Group understands these challenges. That’s why we developed our Medicare Sales Training and Certification Program.  It’s a CMS-reviewed, comprehensive, web-enabled program that can be used to train, test, and certify your sales agents. You can opt to have GHG verify that your agents meet all CMS requirements upfront, including verifying state licensure and background checks.

The Gorman Health Group Medicare Sales Training and Certification Program provides a variety of training options including a direct pay retail option that allows agents to pay for their own certification. We can help you develop and delivery plan-specific  training, including customized content providing in-depth coverage of your individual organization’s specific product options, benefits, requirements, copayments, coverage rules, service areas – and more.

Our direct pay retail option allows health plans to shift the expense of agent training to their agents directly. With payment options that allow online payment using a credit card, an agent can pay for and complete Medicare certification in oneonline session. Then, we'd direct them to you for product-specific training. Online direct pay is a win-win for the agent and the plan.

Medicare Sales Training and Certification is an affordable and efficient option for plans looking to reduce their compliance risk in this era of heightened regulatory scrutiny, while also promoting best sales practices, ethics, and ongoing education among their employees and contracted sales agents. And a more compliant sales force is a more productive sales force.

General Agencies (GAs) and Field Marketing Organizations (FMOs)

GAs and FMOs can purchase Gorman Health Group’s Medicare Sales Training and Certification program to train and certify their agents.  You’ll gain a competitive edge by being able to provide a more compliant and more attractive sales force to your Medicare Advantage customers.

Testimonials

“We implemented the credentialing and training program in October of 2007. The staff at Gorman has always been Sales Cert responsive and helpful whenever we came across an issue, and they helped us develop ongoing reports that assisted us in finding agents who were stuck or having problems. This helps us manage the compliance side of our responsibilities in an educated and purposeful manner.”

-- Senior Vice President

“Gorman Health Group’s Medicare Sales Training and Certification Program is a good fit for any Medicare plan looking to outsource its sales training certification function. The content is served up in a very user-friendly manner and the agent's understanding of this information is clear and measurable.  It’s a great tool for creating a knowledgeable, confident, and CMS-compliant sales force which should provide credibility for any MA organization.” 

-- Vice President of Marketing, Care Improvement Plus 

“Thank you for helping take our company to a new level of training for independent insurance agents who sell our products.  Everything from the initial meeting, the development, and administration of the on-line training and certification course was handled professionally and with ease.  I recommend your program to any company offering Medicare Advantage and Prescription Drug Plans.” 

-- Manager of Broker Relations, Windsor Health Plan, Inc