Sales Agent Oversight Best Practices: Medicare Sales Sentinel

Plan sponsors are responsible for the ongoing monitoring and risk assessment of their contracted and employed sales agents.  The most effective oversight programs are proactive.  Empowered with the right tools, plan sponsors can effectively monitor sales agents using actionable data to quickly provide training and swift corrective or disciplinary action.

At GHG, we understand the unique challenges plans face in developing an oversight program.  To provide meaningful oversight, you need actionable data. Medicare Sales Sentinel provides just that. Let us help reduce your exposure to CMS while translating your commitment to  sales best practices into the reality of  day-to-day operations.

Medicare Sales Sentinel Dashboard: Success Begins Here

Finally --  a place where your organization can collect and report multiple oversight elements on a single dashboard engineered specifically for sales agent oversight.  Tell us what elements you’d like to collect and report, or let GHG develop a custom oversight program to meet your needs.

The dashboard is just the beginning.  Medicare Sales Sentinel simplifies the administration of your agent oversight program by collecting, tracking, and reporting multiple oversight elements within a single web-based application:

• Credentialing: Automate the agent onboarding process with a paperless format
• Training and Certification: Only GHG provides plan-specific training, testing and certification
• Allegation Investigation Tracking & Reporting: Ensure transparent and fully documented investigations of allegations
• Disciplinary Action Tracking: Choose from suggested disciplinary actions, assign responsibility for follow through, and view a full history of each agent’s behavior
• Direct Oversight Tracking: Track direct oversight metrics down to the agent level with reporting all in one place

Agent Oversight Support Services

Let us help you build an oversight program that is tailored to your organization. Our team of subject matter experts can help you identify which elements to track and when. We can also help develop the internal Policies & Procedures that support your organization’s oversight efforts.

Agent oversight is not a “one size fits all” solution.  You could be tracking any number of metrics – but tracking the wrong metrics can create an oversight program that appears “robust” yet still fails to identify outliers.  Let us help you build a program that measures the right metrics and establishes meaningful benchmarks to easily identify your outliers. Contact our team today at ghg@gormanhealthgroup.com.