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...

Tips for Social Media

Tips for Social Media CB0004-21 April 13, 2021 Here are a few reminders about the types of content you can’t post. Don’t share, repost or tag content by or with clients or followers without their express permission. Do not post disparaging, threatening, harassing,...