Staying compliant with Medicare marketing and sales regulations is critical—not just to protect yourself, but to ensure you’re serving clients ethically and responsibly. In 10 Ways You’re Not Compliant When Selling Medicare, we’ll walk through some of the most common missteps agents make—often unintentionally—that could put them at risk. Understanding and avoiding pitfalls is essential to maintaining trust with your clients and staying on the right side of the rules.
Medicare Compliance Check List
- Providing or paying for meals
- Offering money or gift cards in any amount or
- Offering gifts worth more than $15 (that aren’t available to the general public) to encourage enrollment
- Marketing or selling non-health care-related products (annuities, investments) during an appointment. The beneficiary must request this additional information.
- Discussing and/ or marketing healthcare products beyond what the beneficiary originally agreed to discuss
- Cold calling under the guise of selling non-Medicare Advantage and then guiding the conversation to Medicare Advantage plans.
- Mass enrollment at events where clients may not know they are being enrolled
- Agents going into housing complexes without appointments and going door to door
- Market plans in health care settings (waiting rooms, exam rooms, pharmacy counters, etc.
- Implying you are calling or selling on behalf of Medicare
Grow Your Medicare Business with NCC
At National Contracting Center (NCC), we know that staying compliant is just as important as growing your business. That’s why we offer the tools, training, and expert support to help you succeed, without risking violations. From understanding CMS rules to avoiding costly mistakes, we help ensure you’re positioned for long-term success the right way.
Want to grow your Medicare business and stay compliant? Contact NCC today to learn how we can support your success.
