YourMedicare SunFire Daily Webinars Starting this Wednesday, YourMedicare will be hosting daily webinars specifically going over the new call recording technology in YourMedicare SunFire. They will all be at 2:00 EST. YourMedicare will cover the setup process, how to use the new feature and answer all of your questions! This is a reoccurring event so there is no registration required. Join us every Wednesday at 2:00 EST. You can also learn more by attending one of our weekly webinars. View schedule
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Medicare Blog | Medicare News | Medicare Information
YourMedicare SunFire Daily Webinars
Posted by www.psmbrokerage.com Admin on Wed, Sep 28, 2022 @ 10:24 AM
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Tags: Medicare Advantage, AEP, SunFireMatrix, Compliance, MyMedicareBot, call recording
Sunfire: Telephony System is LIVE!
Posted by www.psmbrokerage.com Admin on Fri, Sep 23, 2022 @ 09:56 AM
YourMedicare SunFire users, Today is the day! Be sure to log in and establish your new virtual phone number. Here is a step-by-step guide:
To register for a webinar go to https://yourmedicareresources.com/webinars/ To register for the SunFire Platform, request details here.
New CMS Requirement
Effective October 1, 2022 Field Agents will be required to record all sales and marketing calls in their entirety. The recordings must be retained in a HIPAA compliant manner for 10 years. View details on the new CMS rule here.
This pertains to calling leads, scheduling appointments, collecting drug and provider lists and conducting phone enrollments. ![]()
Only in person, face to face appointments are excluded, however any follow up calls related to sales and completing the enrollment process must be recorded.
Additionally, a new disclaimer must be verbally conveyed within the first minute of a sales phone call.
Now is a great time to make sure you have access to Sunfire's enrollment platform and have a solution in place for the upcoming 2023 AEP.
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Tags: Medicare Advantage, CMS, AEP, SunFireMatrix, Compliance, 2023
YourMedicare Solutions for CMS's Call Recording & Disclaimer Rules
Posted by www.psmbrokerage.com Admin on Mon, Sep 12, 2022 @ 01:33 PM
As a friendly reminder, Precision Senior Marketing provides smart and efficient ways for you to stay compliant this AEP. In partnership with two of the industry’s leading technology companies, MyMedicareBot and SunFire, you have access to CMS-compliant call recording solutions.
You can also learn more by attending one of our weekly webinars. View schedule.
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Tags: Medicare Advantage, AEP, SunFireMatrix, Compliance, MyMedicareBot, call recording
Coming Soon for AEP! YourMedicareSunFire Recording Capabilities
Posted by www.psmbrokerage.com Admin on Fri, Sep 09, 2022 @ 10:29 AM
On that day, the Centers for Medicare and Medicaid Services (CMS) released its 2023 Final Rule, and in this extensive document, there are two important guidelines we’d like to highlight in a more simplified manner. New Required Disclaimer
Aside from that, this disclaimer needs to be added to any previously approved materials and resubmitted to CMS for approval. Calls With Beneficiaries Must Be Recorded Agents making calls to beneficiaries must record ALL calls in their entirety. In addition, This includes calls that are part of the chain of enrollment into a Medicare Advantage or This rule applies to telephonic conversations only, not face-to-face meetings. The YourMedicare team was well aware of this change and immediately took action in
This is just the beginning of what is to come. As new information becomes available, we’ll keep you updated on all new enhancements, news and more specific details ![]() |
Tags: Medicare Advantage, Medicare Part D, Prescription Drugs, AEP, SunFireMatrix, Compliance, 2023, call recording
Set for Launch - Compliance Tips for AEP
Posted by www.psmbrokerage.com Admin on Thu, Sep 08, 2022 @ 12:39 PM
As you are well aware, agents will juggle vast amounts of activity during this time. Unintended actions may be a pathway to making compliance mistakes, which may derail the AEP application process. Before we lift off into a new AEP season, let's consider a few significant points related to compliance in order to remain on the right trajectory for a successful launch. Scope of Appointments detail the exact topics beneficiaries would like to discuss with an agent. CMS requires agents to have beneficiaries sign an SOA prior to discussing Medicare Advantage or Part D Prescription drug plans. Every appointment with a beneficiary requires an SOA and these forms must be kept on file for 10 years, even if the appointment doesn't result in a sale. Also, starting this year, a new CMS ruling requires agents to read a disclaimer to all potential clients at the beginning of a sales call. Reading this during the SOA process is an optimal time for this disclosure. These calls must be recorded and stored for 10 years.
Before agents can help a client with a Medicare plan, they must know the physicians and the specialists a client sees for their healthcare services. Many beneficiaries are happy with their healthcare providers and don't want to change. Compare their current providers with the providers in the plan's network to ensure there isn't a disruption in services. It's important to review a client's prescriptions in order to help them clearly understand the cost of drugs for a particular plan. An unexpected increase in drug prices can quickly turn an exceptional client experience into an unsatisfactory one. Make sure to review enrollment data with your clients, this way, if there is an error, you can fix it on the spot rather than having the application returned. Reviewing a client's prescriptions will ensure they are given options for the most comprehensive coverage for their individual needs. A Summary of Benefits must be provided to beneficiaries at the time of enrollment to provide clarity regarding coverage. Although beneficiaries will receive a hard copy of this document after enrollment, agents must summarize key features such as covered benefits and cost sharing. The Summary of Benefits needs to be thoroughly discussed prior to signature-collection and verification of intent-to enroll. Agents are certainly busy during AEP and sometimes put off submitting an application to a carrier. This can result in the application not being submitted in the required 24-48 hour time frame. An agent's primary responsibility is to ensure a clients' insurance needs are met. It's important to take the extra time and double check to make sure your clients' applications have been taken care of within this time frame. ![]() |
Tags: Medicare Advantage, Medicare Part D, Prescription Drugs, AEP, Compliance, 2023
Gearing Up for AEP - Compliance Bulletin
Posted by www.psmbrokerage.com Admin on Tue, Aug 23, 2022 @ 01:36 PM
As you'll recall, the annual enrollment period is a time when your clients can essentially make any change they are eligible for. Among other things, these changes may include enrolling in Medicare Advantage for the first time, switching from one Medicare Advantage plan to another, or joining a Medicare prescription drug plan. As you may know, AEP only lasts from October 15 through December 7th. This only gives you roughly seven and a half weeks to close on sales. With such a small window of time to enroll potential clients, it's important to take care of all your contracting, certifications, and training as soon as possible. Here are a few important points to consider before you can jump into AEP.
Now that we've gotten the general information out of the way, let's look into a few tips regarding what to avoid saying to current and potential clients in order to stay CMS compliant. "Free premiums!" "Is your spouse eligible for Medicare?" - "How about your friends?" - "Can I have their number so I can call them?" "If you're liking this Medicare plan, you should check out this life insurance plan." "Let me get your contact information so that you are able to come to my event." "While you're waiting for your doctor, let me tell you about your Medicare options." As you are well aware, there are many other requirements to consider in order to remain CMS compliant. Our aim today was to help you gear up as October 15th quickly approaches. Remember to complete your contracting and certifications, order your supplies, read up on any compliance changes, and set your goals. Thanks for tuning in, and we'll see you next month with some more compliance tips. We hope you find this information informative and we are always happy to assist with any questions. You can review a video summary of this information here. ![]() |
Tags: Medicare Advantage, Medicare Part D, Prescription Drugs, AEP, Compliance, 2023
Sunfire: Integrated Telephony for Field Agents
Posted by www.psmbrokerage.com Admin on Mon, Aug 15, 2022 @ 02:16 PM
REQUIREMENT
Effective October 1, 2022 Field Agents will be required to record all sales and marketing calls in their entirety. The recordings must be retained in a HIPAA compliant manner for 10 years. View details on the new CMS rule here.
This pertains to calling leads, scheduling appointments, collecting drug and provider lists and conducting phone enrollments. ![]()
Only in person, face to face appointments are excluded, however any follow up calls related to sales and completing the enrollment process must be recorded.
Additionally, a new disclaimer must be verbally conveyed within the first minute of a sales phone call.
Now is a great time to make sure you have access to Sunfire's enrollment platform and have a solution in place for the upcoming 2023 AEP.
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Tags: Medicare Advantage, CMS, AEP, SunFireMatrix, Compliance, 2023
MyMedicareBot - Voice Signature Enrollment Tool for Medicare Advantage & PDP Sales
Posted by www.psmbrokerage.com Admin on Mon, Jul 18, 2022 @ 01:22 PM
![]() Welcome to a new era in Medicare enrollment. On behalf of YourMedicare, we’re excited to share our innovative new solution designed to enhance you and your prospects’ shopping and enrollment experience this AEP - introducing YourMedicare’s Telephonic Enrollment platform powered by MyMedicareBot. 👉 YourMedicareBot Resource Page
👉 YourMedicareBot Registration Page 👉 YourMedicareBot Portal Login Page 👉 YourMedicareBot Training Videos
⭐ Additional benefits include:
If you have any questions about the YourMedicare Telephonic Enrollment platform, please contact us at 800-998-7715 for more details and training. ![]() |
Tags: Medicare Advantage, Enrollment Tools, MyMedicareBot, Voice Signature
Humana Medicare is expanding in 2023
Posted by www.psmbrokerage.com Admin on Wed, Jul 13, 2022 @ 08:23 AM
Have you heard? Humana Medicare is growing – And they’re expanding their footprint in 2023!
Subject to Centers for Medicare & Medicaid Services (CMS) approval. Confidential and proprietary. For internal/agent use only. Do not distribute. ![]() |
Tags: Humana, Medicare Advantage, AEP, 2023
Aetna Medicare is growing in 2023
Posted by www.psmbrokerage.com Admin on Tue, Jul 12, 2022 @ 10:49 AM
Have you heard? Aetna Medicare is growing – And they’re expanding their footprint in 2023!
Subject to Centers for Medicare & Medicaid Services (CMS) approval. Confidential and proprietary. For internal/agent use only. Do not distribute. ![]() |
Tags: Online Enrollment, Medicare Advantage, aetna, AEP, 2023