Case Studies

Background & Client Objectives

A national insurance company selling Medicare Supplements was concerned about remaining compliant with Centers for Medicare and Medicaid Services (CMS) guidelines and regulations year-round. Having already established a robust Annual Election Period (AEP) compliance program, they were looking to expand their compliance mystery shops, particularly in their call centers.

Background and Client Goals

A licensed Medicare Advantage and Medicare Supplement plan provider needed assistance monitoring their extended salesforce during CMS’s Annual Election Period (AEP).