YourFMO Carrier Resources
Devoted Health Compliance Resources
Elevance Compliance Resources
Freedom Optimum Compliance Resources
HealthSpring Compliance Resources
Humana Compliance Resources
UnitedHealthcare Compliance Resources
2026 Plan Match Guide
2026 Devoted Member Onboarding Experience
Check Prospect Eligibility on Devoted Agent Portal
Medicare Advantage giveback plans
2026 Chronic Special Needs Plan (C-SNP) FAQs
Updated 2026 Guidelines for Agency Partners
Freedom/Optimum Code of Conduct
Explaining the Medicare Part D Late Enrollment Penalty (LEP)
The HIPAA Privacy Rule
Medicare Sales and Marketing Do’s and Don’ts Guide
TPMO DISCIPLINARY ACTIONS & VIOLATIONS REPORT FORM
The HIPAA Security Rule
Medicare Sales and Marketing Policies for HealthSpring Plans
TPMO RELATIONSHIP REPORT FORM
Cigna Medicare Lead Management Requirements
Rules of Engagement 2025 Agent and Agency Sales Handbook
CONTINUITY OF CARE (COC)
Medicare Sales Policies for HealthSpring Plans
MarketPoint Sales Integrity
Scope of Appointment – 48 Hour Wait Period – Agent Training Use Only
CPL-ISO-155e – Part B Giveback Job Aid
CPL-ISO-155a – Presentation of Benefits – Job Aid
2026 Master Material Submission
Call Recording Job Aid Job Aid-CPL-ISO-141d
Tool Call Quality Audit Tool Partner Call Centers
CPL-ISO-155d – Chronic Care SNP Job Aid
CPL-ISO-155 – Late Enrollment Penalty – Job Aid
2026 Required Medicare Disclaimers for Third Party Marketing Organizations
Call Recoding FAQ
CPL-AP-066b Job Aid_Interpreter Services for External Agents
CPL-ISO-155c – Enrollment with a Decision Maker – Job Aid
Guide to Selling with Integrity
2026 External Marketing Guardrails
Policy-CPL-ISO-021 – Scope of Appointment
CPL-ISO-155f – Honors Plans and Tricare for Life_VA_ChampVA Job Aid
CPL-ISO-155b – Veteran Healthcare and Engagement – Job Aid
2026 Multiplan Script
2025 UHC eAlliance CTM Risk Audit Scorecard
eAlliance Telephonic Enrollment Guidelines CTM Risk Audit
Telephonic Enrollment Script – for Plan Changes using Simplified form approach ( per CMS guidelines)
Master Enrollment Script
These resources are provided for reference purposes only and this list is not all-inclusive. Additional resources, tools, and information may be available directly through carrier websites and portals. For the most comprehensive and up-to-date details, please visit each respective carrier’s official website.