If you’re a Medicare broker, you probably know about the rules set by Medicare & Medicaid Services (CMS) for Medicare Advantage and Part D plans. But recent changes, like the new 48-hour rule for Scope of Appointments (SOA) and updates to marketing requirements, have left some brokers wondering how to follow the rules while still giving great service to their clients.
Let’s talk about the 48-hour SOA rule. This rule says that brokers must give beneficiaries an SOA at least 48 hours before a scheduled appointment. This is to stop misleading marketing and protect beneficiaries. But what about “digital” walk-ins, like calls, chatboxes, or text messages? Can you capture the SOA on a lead form? Right now, CMS hasn’t told us what counts as a “digital” walk-in, and we’re waiting for more guidance.
CMS says the goal is to make things better for customers, but it might make things clearer for agents and call centers, too. Some worries have come up, especially about the 48-hour rule for outbound calls. How many clients will answer a call a few days later, and how will this affect business? We’re still waiting to see.
Since this is uncharted territory, there are lots of questions, fortunately, we have been on the cusp of this new ruling, who it affects, when it becomes mandatory, and what compliance means to the industry.
LeadScorz along with Inspire Health Tech and our other partners within the Lead Quality Alliance, are well-positioned to address these new regulations, which call for trusted sourcing, a higher quality (Consumer) User Experience to hold onto and pre-educate/serve the precious consumer prospect with plan recommendations. The news rules also call for the specific identification, presentation and approval of insurance seller(s) to whom the consumer would then be connected to.
If you wish to learn more, contact us today for a FREE No-Obligation Consultation.
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(Seattle, WA) – November 15, 2022 – LeadScorz announced the completion of a $5.6 million Series A funding round. LeadScorz will use the funds to fuel growth and boost hiring. LeadScorz provides state-of-the-art technology to help marketers optimize the value of the customer leads they purchase and act on. The LeadScorz patent pending Grading Engine™ […]
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March 13-15 MGM Grand, Las Vegas
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Technology Delivers a New Level of Accuracy, Sophistication, Automation and Real-Time Capabilities to Scoring Leads Seattle, WA—March 19, 2021— LeadScorz, developers of a state-of-the-art lead management platform and grading engine, will be sharing its latest LeadScorz technology at Booth #707 at the LeadsCon trade show in Las Vegas a the Paris Hotel, March 22-23. At […]
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Our Guest Speakers share their industry insights to the potential impact of Big Data on EDU marketing in 2017 and beyond. How has Machine-Learning changed the business of Big Data? Why your choice of Predictive Modeling technology matters. How you can easily save money and see better results by applying analytics to power your predictive […]
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Pat Murphy, CEO of Vega Performance Marketing, discusses how big data can help increase enrollments in education, recorded live.
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Listen to Pat Murphy on the popular “About Money” radio show being interviewed by Mike Adams. Topics include defining Big Data, predictive analytics and lead scoring.
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LeadScorz’s data partner Versium has some great news about its new partnership with Microsoft in the Microsoft Dynamics 365 product area. We wanted to share the following with you. Microsoft and Versium announced a partnership to integrate Versium Predict into the soon-to-be-released Microsoft Dynamics 365 to deliver automated, predictive targeting. Microsoft first announced Dynamics 365 […]
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What is Machine Learning? The short answer to the question of “what is machine learning?” is this: Netflix. When I describe the concept of machine learning, I simply ask if the individual uses Netflix for entertainment. The answer is always yes. So how does Netflix “just know” what movies you might like or enjoy? It’s […]
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Redmond’s Versium, a leading data technology company that delivers automated data technology solutions to marketing agencies and enterprises, announced the LifeData Predictive Lead Score service. This self-service solution leverages machine learning and Versium’s proprietary LifeData to help marketers quickly build accurate, customized predictive models, helping them to improve marketing efficiencies and increase conversion rates. Versium’s […]
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