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What Agents Need to Know About Medicare Compliance with Ann McGlamery
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When? This feed was archived on November 10, 2023 17:12 (). Last successful fetch was on July 07, 2023 16:05 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
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Manage episode 352274459 series 3407134
On this episode of the podcast, we’re joined by Ann McGlamery, Director of Compliance Oversight and Development at Berwick Insurance Group. Ann discusses Medicare compliance and explains key compliance considerations when it comes to marketing to and working with Medicare clients.
Ann talks about permission to contact, the different types of marketing materials, call recordings, scope of appointment, and more. Whether you are a new or experienced agent, this information is crucial for ensuring compliance and providing accurate information to consumers.
The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful medicare businesses and what they wish they had known when they started out.
FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use.
Learn more about FairStreet at the link - www.thefairstreeet.com
32 episodes
Archived series ("Inactive feed" status)
When? This feed was archived on November 10, 2023 17:12 (). Last successful fetch was on July 07, 2023 16:05 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 352274459 series 3407134
On this episode of the podcast, we’re joined by Ann McGlamery, Director of Compliance Oversight and Development at Berwick Insurance Group. Ann discusses Medicare compliance and explains key compliance considerations when it comes to marketing to and working with Medicare clients.
Ann talks about permission to contact, the different types of marketing materials, call recordings, scope of appointment, and more. Whether you are a new or experienced agent, this information is crucial for ensuring compliance and providing accurate information to consumers.
The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful medicare businesses and what they wish they had known when they started out.
FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use.
Learn more about FairStreet at the link - www.thefairstreeet.com
32 episodes
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