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MedicareCENTER – Custom & SEP Tags

MedicareCENTER – Custom & SEP Tags

Custom and auto-assigned CRM Tags can help you be more efficient! MedicareCENTER’s data-driven insights can help you prioritize calls and be more efficient with your time! Auto-assigned CRM Tags, including Special Enrollment Period (SEP), Switcher and Cross-Sell Tags,...
Event Compliance

Event Compliance

Do you plan to host a Sales or Educational Event this AEP? Do you know all the rules associated with Events? If not, you could be setting yourself up for a CMS violation. Hosting Sales/Marketing events can be a good way to attract new clients and educate them on...
Creating Marketing and Advertising Materials

Creating Marketing and Advertising Materials

Are you creating your own marketing and advertising materials? Are those materials compliant with CMS standards? Did you know that any advertising materials that meet the CMS definition of “marketing” must be submitted for approval? If you are creating your own...