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Quarterly Compliance Questionnaire
Quarterly Agent Compliance Questionnaire 7/2023
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I hereby agree, understand, and have read all the terms stated in the most current Compliance Guide 2024
Do you currently purchase leads for sales purposes?
If Yes, please provide the name(s) of the provider(s)
Do you participate in telephonic sales for Medicare Advantage and/or Part D Plan?
If yes, do you understand and follow the latest CMS guidelines which include the Medicare disclosure, recording of the call, and the use of approved compliant sales scripts?
I hereby agree, I understand the Marketing guidelines and what materials require prior approval from carriers and CMS
I hereby agree, I understand that I agree to know and follow CMS and Carrier guidelines that are required by me to be compliant and Ready-To-Sell Medicare Advantage and/or Part D plans.
TERMS OF SIGNATURE I understand that providing my electronic signature by typing my name below constitutes a legal signature confirming that I certify the accuracy and truthfulness of the information provided in this form.
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