Many rules have been established for insurance agents that are helping Medicare beneficiaries find plans. One example of that is all calls must be recorded starting on 10/1/2022 and stored for 10 years. We fully embrace those rules because they are in place to protect our consumers. That being said, many insurance agents feel overwhelmed and lacking in technology and resources to comply with the Centers for Medicare and Medicaid Services (CMS). There is also a lot to learn about the products and services offered to ensure we are diligent with clients and doing the right thing for them. If you are a licensed agent and have these concerns, we can HELP! We provide the following to all contracted agents:
Email: info@wisconsinadvantage.com to schedule an appointment and technology demonstration with one of our agency managers or start contracting now by clicking the link button below:
