Case Studies

During AEP, CMS Event Audits Rapidly Report Compliance Issues

Posted by TrendSource on September 11, 2018

Background and Client Objectives

A Medicare Supplement provider needed to ensure it remained compliant with Center for Medicare/Medicaid Services (CMS) regulations during the Annual Election Period (AEP). They were particularly concerned about in-person meetings between prospective customers and their agents, namely 1:1 appointments, informal events, and formal events, all of which connected licensed providers to potential customers.

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Topics: CMS Compliance, CMS, Mystery Shopping, Compliance

Manufacturer Ensures Retailer Compliance Through Store Audits

Posted by TrendSource on December 01, 2016

Background & Client Objectives

Compliance audits can be the glue that holds together successful partnerships between manufacturers and retailers, ensuring both parties meet their obligations and act in good faith. One electronics manufacturer came to TrendSource Trusted Insight seeking to understand how their products were positioned and promoted within stores outside their typical channel, and more importantly if this manner was consistent with the agreements they had in place with these retail partners.

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Topics: Compliance, Compliance Audits

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