Stay compliant while sharing beneficiary data with other TPMOs. We explain the CMS rules for agents obtaining prior express written consent.
2025 Medicare Market Disruption Means Opportunity for Agents: https://ritterim.com/follow-medicare-changes/
Contact the Ritter Insurance Marketing Compliance Team by emailing complianceofficer@ritterim.com
Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You: https://lnk.to/IO4lRf
Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/
TCPA Regulations: https://docs.ritterim.com/compliance/sales-communication-practices/#tcpa
What Are Agents Responsible for Under HIPAA? https://ritterim.com/blog/what-are-agents-responsible-for-under-hipaa/
What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales: https://ritterim.com/blog/what-to-know-about-soas-in-medicare-health-and-prescription-drug-plan-sales/
Where It All Begins: Obtaining Permission to Contact for Medicare Sales: https://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/
“.Com Disclosures: How to Make Effective Disclosures in Digital Advertising.” Ftc.Gov, Federal Trade Commission, www.ftc.gov/sites/default/files/attachments/press-releases/ftc-staff-revises-online-advertising-disclosure-guidelines/130312dotcomdisclosures.pdf. Accessed 27 Jan. 2025.
“Clear and Conspicuous Definition.” Ecfr.Gov, The Federal Register, www.ecfr.gov/current/title-16/chapter-I/subchapter-B/part-255#p-255.0(f). Accessed 27 Jan. 2025.
“Contract Year 2025 Medicare Advantage and Part D Final Rule (CMS-4205-F).” CMS.Gov, Centers for Medicare & Medicaid Services, 4 Apr. 2024, www.cms.gov/newsroom/fact-sheets/contract-year-2025-medicare-advantage-and-part-d-final-rule-cms-4205-f.
“Integrity Compliance Guidelines Third Party Marketing Organization (‘TPMO’) Sharing of Personal Beneficiary Data with Other TPMOs.” Ritter Insurance Marketing, Integrity, ritterim.com/documents/personal-beneficiary-data-sharing-tpmo-guidelines.pdf. Accessed 27 Jan. 2025.
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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