Conducting compliance reviews of all the materials created by your plan, along with those created and used by your agents and brokers, is a serious challenge for insurers, Medicare Advantage and Part D plans.
Review your sales and marketing materials now before the Annual Enrollment Period (AEP) and Open Enrollment Period (OEP).
Contact ATTAC today to discuss Medicare Material Review
Compliance Review for Marketing Materials
- Sales presentation materials
- Advertisements (print, TV and digital)
- Annual Notice of Change (ANOC), Evidence of Coverage (EOC) and Summary of Benefits (SB) Review
ATTAC’s Sales and Marketing Support
- Re-implementing Outbound Enrollment Verification (OEV) programs
- Sales training materials and training programs
- Agent and Field Marketing Organization (FMO) oversight and monitoring programs
- FMO / broker / agent contract review
- Beneficiary communications (letters) review
