Sales and Enrollment Best Practices

Sales and Enrollment Best Practices CB0009-21 August 19, 2021 DO: Take notes to refer back to & avoid asking consumer to repeat information already provided Engage the consumer throughout by asking open-ended questions and summarizing for their understanding Show...

Referrals

Referrals CB0007-21 June 9, 2021 Due to an increase in inquiries regarding referrals and referral bonuses and CMS’s updated direction advising “CMS no longer includes requirements about referral fees paid to non-agents/brokers in the FMO Communications and Marketing...