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2014 Training Modules
June 28, 2013NOTE: This material is intended for use as a Quick Reference Guide regarding 2014 Training Modules. The information offered provides details based upon some of the most frequently asked questions. For specific details that may pertain to your situation, please contact your manager, agent-broker support, sales compliance, or consult the current version of the Medicare Marketing Guidelines as found at: 2013 Medicare Marketing Guidelines
Does CMS require annual sales training?
Yes!! Plan sponsors must ensure that all agents and brokers who sell Medicare products are trained and tested annually.
Agents and brokers must have in-depth knowledge of Medicare health and drug plans, operation and regulations in order to protect the beneficiary from misinformation and inappropriate sales. Each year CMS releases specific topics that must be covered in the training and testing materials.
But I just received training last year – are you sure I really need to do it again?
Yes, as stated above it is a CMS requirement that training is received annually, but it is also a key part of having a successful sales season. Annual training is also a required part of our certification process to be able to sell our products.
2014 Training Modules
Below is a list and high level overview of the training modules for 2014.
|
Title |
Overview |
|
Fraud, Waste, and Abuse (FWA) |
Basic information regarding FWA including:
|
|
Product Basics – Building a Foundation |
Basic information regarding Medicare Advantage and Prescription Drug plans including (but not limited to):
|
|
Risk Prevention |
Awareness among sales professionals, regarding some of the most commonly misunderstood sales practices that cause questions on the part of our beneficiaries. |
|
Sales Event Reporting |
How to report Medicare Advantage and Prescription Drug plan sale events accurately, timely and in accordance with CMS Guidelines. |
|
Tools for Compliant Selling |
How to use the various tools and online systems available to our agents to assist you in quoting benefits accurately to a beneficiary. Clear communication with the beneficiary will aid you in selling in a compliant manner and help to avoid misunderstandings or agent allegations. |
|
Product Modules |
Overview |
|
HMO Plans |
Learn and understand the basic structure of the Medicare Advantage HMO plans offered for 2014. |
|
Part D Plan Basics |
Learn and understand the basic structure of the Medicare Part D benefits offered for 2014. |
|
PPO Plans |
Learn and understand the basic structure of the Medicare Advantage PPO plans offered for 2014. |
|
SNP-HMO Plans |
Learn and understand the basic structure of the Medicare Advantage SNP-HMO plans offered for 2014. |
Phone Numbers/Contacts
- Broker Services: 1-888-209-7839
- Senior Compliance Helpline: 877-725-2702 Ask for current contact in Sales Compliance for Senior Business.
Y0071_14_17510_I 06/27/2013
This article applies to:
- California
- Senior and Medicare