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MEDICARE
AGENT IQ
With Raul Gonzalez and Oscar Ibieta
introverted
sales person?
transform
your approach
Take Your Medicare Agent IQ to the Next Level –
Reach Out to Us Today!
You Can Receive Our Weekly Insights!
The continuing training we offer to our agents is second to none!
BEST TEAM - BEST SUPPORT
OUR TRAINING CAN DEFINE YOUR PATH TO SUCCESS
Medicare Agent IQ!
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Success
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Confirmed Appointment
Take Your Medicare Agent IQ to the Next Level –
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Medicare Agent IQ
Retail
Success
From Casual Chat to
Confirmed Appointment
Take Your Medicare Agent IQ to the Next Level –
Reach Out to Us Today!
Get Our Other Social Media
Sign up for exclusive offers, original stories, activism awareness, events and more.
ABOUT US:
MEDICARE AGENT IQ!
Our mission is to empower, educate, and enable agents in the Medicare industry to reach their maximum potential. Featuring expert insights from our renowned podcast and offering free, hands-on training sessions, we strive to arm agents with the necessary tools for success. Whether you're a seasoned agent or just starting your journey, this channel is here to foster your professional growth and enhance your understanding of the ever-evolving Medicare landscape. Join our community today and let's pave the way to success together.
ABOUT US:
MEDICARE AGENTS IQ!
Our mission is to empower, educate, and enable agents in the Medicare industry to reach their maximum potential. Featuring expert insights from our renowned podcast and offering free, hands-on training sessions, we strive to arm agents with the necessary tools for success. Whether you're a seasoned agent or just starting your journey, this channel is here to foster your professional growth and enhance your understanding of the ever-evolving Medicare landscape. Join our community today and let's pave the way to success together.
Unsolicited Contact, Lead Management and Lead
Referral Process Policy and Procedures
Unsolicited Contact
The Centers for Medicare & Medicaid Services (CMS) prohibits making unsolicited contact with consumers. Consumers must grant permission for agents to reach out to them with regard to Medicare Advantage (MA) or Prescription Drug Plans (PDP). Some examples of unsolicited contact include, but are not limited to, door-to-door solicitation and telephonic or e-mail solicitation without permission to contact. Agents shall not contact consumers about MA or PDP without procuring a permission to contact.
Lead Management
Agents are responsible for ensuring that if they use a lead generation company, the leads are obtained in a manner that is compliant with CMS regulations and respective plan sponsor(s) policies. Agents may not accept MA or PDP leads resulting from an unsolicited contact made by a third party to a consumer. Agents are responsible to ensure MA or PDP leads purchased have the required permission to call documented.
Unsolicited Contact
Agents may not ask a beneficiary for referrals. Agents, however, may give their business card to a beneficiary if the beneficiary would like to refer a friend or relative to the agent. In all cases, a referred individual needs to contact the agent directly.
You Can Receive Our Weekly Insights!
Unsolicited Contact, Lead Management and Lead
Referral Process Policy and Procedures
Unsolicited Contact
The Centers for Medicare & Medicaid Services (CMS) prohibits making unsolicited contact with consumers. Consumers must grant permission for agents to reach out to them with regard to Medicare Advantage (MA) or Prescription Drug Plans (PDP). Some examples of unsolicited contact include, but are not limited to, door-to-door solicitation and telephonic or e-mail solicitation without permission to contact. Agents shall not contact consumers about MA or PDP without procuring a permission to contact.
Lead Management
Agents are responsible for ensuring that if they use a lead generation company, the leads are obtained in a manner that is compliant with CMS regulations and respective plan sponsor(s) policies. Agents may not accept MA or PDP leads resulting from an unsolicited contact made by a third party to a consumer. Agents are responsible to ensure MA or PDP leads purchased have the required permission to call documented.
Unsolicited Contact
Agents may not ask a beneficiary for referrals. Agents, however, may give their business card to a beneficiary if the beneficiary would like to refer a friend or relative to the agent. In all cases, a referred individual needs to contact the agent directly.
You Can Receive Our Weekly Insights!
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