Agent Survival Guide Podcast Guidelines for Sharing Personal Beneficiary Data with Other TPMOs
Stay compliant while sharing beneficiary data with other TPMOs. We explain the CMS rules for agents obtaining prior express written consent.
Read the text version
Resources:
2025 Medicare Market Disruption Means Opportunity for Agents: https://ritterim.com/follow-medicare-changes/
Contact the Ritter Insurance Marketing Compliance Team by emailing complianceofficer@ritterim.com
Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You: https://lnk.to/IO4lRf
Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/
TCPA Regulations: https://docs.ritterim.com/compliance/sales-communication-practices/#tcpa
What Are Agents Responsible for Under HIPAA? https://ritterim.com/blog/what-are-agents-responsible-for-under-hipaa/
What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales: https://ritterim.com/blog/what-to-know-about-soas-in-medicare-health-and-prescription-drug-plan-sales/
Where It All Begins: Obtaining Permission to Contact for Medicare Sales: https://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/
References:
“.Com Disclosures: How to Make Effective Disclosures in Digital Advertising.” Ftc.Gov, Federal Trade Commission, www.ftc.gov/sites/default/files/attachments/press-releases/ftc-staff-revises-online-advertising-disclosure-guidelines/130312dotcomdisclosures.pdf. Accessed 27 Jan. 2025.
“Clear and Conspicuous Definition.” Ecfr.Gov, The Federal Register, www.ecfr.gov/current/title-16/chapter-I/subchapter-B/part-255#p-255.0(f). Accessed 27 Jan. 2025.
“Contract Year 2025 Medicare Advantage and Part D Final Rule (CMS-4205-F).” CMS.Gov, Centers for Medicare & Medicaid Services, 4 Apr. 2024, www.cms.gov/newsroom/fact-sheets/contract-year-2025-medicare-advantage-and-part-d-final-rule-cms-4205-f.
“Integrity Compliance Guidelines Third Party Marketing Organization (‘TPMO’) Sharing of Personal Beneficiary Data with Other TPMOs.” Ritter Insurance Marketing, Integrity, ritterim.com/documents/personal-beneficiary-data-sharing-tpmo-guidelines.pdf. Accessed 27 Jan. 2025.
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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