MA selling needs SOA compliance, AEP and OEP campaigns, and CMS oversight. ALE automates the compliance work around while you enroll.
CMS marketing rules, SOA retention, and enrollment deadlines all create compliance risk. Manual tracking fails.
Language, disclosures, and call recording requirements trip up agents.
Scope of appointment forms must be captured and retained.
Agents juggle AEP October campaigns and OEP January campaigns.
SOA forms sent digitally, retained automatically.
October AEP kickoff campaign.
January OEP switching campaign.
MA buyers evaluated for PDP gap coverage.
All outbound templates pre reviewed for CMS compliance.
Post enrollment welcome, ID card tracking, first claim education.
One person Medicare shops.
High volume AEP shops.
Field marketing organizations training downline.
Lost corporate CMS compliance, need set up.
SOA capture, AEP and OEP campaigns, enrollment follow up.
Adds AI receptionist, call recording compliance, PDP cross sell.
Book a 20 minute demo. We will show you the MA pipeline and CMS compliant templates.