Regulatory Compliance
Stay in compliance with Scope of Appointments and ACA Consent Forms.
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How to set up and generate a Scope of Appointment (SOA)
Overview If your agency sells Medicare products, you must obtain a signed Scope of Appointment (SOA) at least 48 hours before any appointment that discusses Medicare plan option...
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How to set up ACA Consent and Attestation Forms
Overview The Centers for Medicare & Medicaid Services (CMS) mandates that life and health insurance brokers obtain a “consent to contact” before assisting with Marketplace plans...
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How to generate ACA Consent and Attestation Forms
Overview The Centers for Medicare & Medicaid Services (CMS) mandates that life and health insurance brokers obtain a “consent to contact” before assisting with Marketplace plans...
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Understanding the ACA Attestation Requirements & How to Comply
What is the CMS ACA Attestation eligibility requirement? The Centers for Medicare & Medicaid Services (CMS) issued a requirement that all health insurance agents must obtain an...