2026 YPC sales Script Call Center Use

2026 YPC Sales Script Field Agent Telesales Use ONLY

FMO Quarterly Monitoring Log Template

Kaiser Permanente Oversight Requirements

Medicare Sales Personal Appointment Evaluation Form

COMPLIANCE POLICIES AND PROCEDURES Policy on Special Election Period (SEP) Oversight

COMPLIANCE POLICIES AND PROCEDURES Use of Lead Vendors by Agents/Agencies

Notification Requirements for Non-Compliance with CMS Regulations Focused on Data Loss, Misuse, or Breach

Information on PAP, ACC and MCD Special Enrollment Periods

Member Connection & Retention Agent Guide

Complaint Drivers and How to Avoid Them

Reminder About Information on PAP Special Enrollment Period

Best Practices Regarding Referral Fees

Virginia Telephone Privacy Protection Act

TPMO Marketing and Communications Guidance

Appropriate Use of Disaster (DST) Special Enrollment Period Code

YourPlanChoice Policy on SEP Use

Proper Use of ACC SEP (Accessible Format Delay)

LPPO & HMO D-SNP Sales Tips: Set Expectations, Avoid Complaints

Compliant Use of Informational, Telesales, and Enrollment Scripts

SEP for Individuals Affected by a Disaster or Emergency

Application Signature Reminder

REQUIRED READING AND DISTRIBUTION Reminder: YourPlanChoice Policy on SEP Use and Consequences for Misuse of SEPs

YourPlanChoice Policy on Use of Lead Vendors by Agents/Agencies Required Reading and Distribution

Compliant Use of Informational, Telesales, and Enrollment Scripts

YourFMO (YPC) Policy on Websites Specific to Web Content for MA and PDP Products

Website Guidance – Web Content for MA & PDP Products

Stay Compliant During OEP OEP Do’s and Don’ts