BROCK PARTNERS INSIGHTS
Brock Partners Compliance
Compliance protects your clients and your contracts. Brock Partners helps agents with Scope of Appointment, the TPMO disclaimer, call recording and changing CMS rules, and builds those steps into the Brock Portal and GoGuruX. These are the Brock Partners compliance articles and guides.
Articles
Written by Justin Brock, CEO of Brock Partners.
- Compliance Support From Your FMO: SOA, TPMO and Recordings Without the HeadacheHow a Medicare FMO should help with Scope of Appointment, the TPMO disclaimer and call recordings, so compliance becomes part of your process.
- Proposed CMS Rules and Your Upline: Getting Briefed Without Getting Ahead of YourselfProposed CMS rules, like the provider directory proposal, are not final. How a good upline briefs agents on what is proposed versus what applies now.
- Before You Buy Medicare Leads: The Guidance a Good Upline Gives New AgentsBought leads can drain new agents fast. The questions, testing rules and compliance checks a good upline should walk you through before you buy.
- Fixed Indemnity for MA Clients: What to Expect From Your Upline Before You Sell ItFixed indemnity pays cash and is not major medical. The training and compliance support your upline should provide before you pair it with MA plans.
- ACA Registration Rules and Your Upline: How to Plan When the Rules Are in FluxWhen federal marketplace registration rules change or end up in court, here is how agents and their upline should plan the season and keep serving clients.
For licensed insurance agents. Event dates, features and availability can change. Carrier appointments and products vary by state and are subject to carrier approval. Not affiliated with or endorsed by the U.S. government or the federal Medicare program.