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Every year during the Annual Election Period (AEP), the Center for Medicare/Medicaid Services (CMS) closely monitors the interactions between Medicare Supplement providers and Medicare-eligible consumers.

As we discussed last week, the Center for Medicare Service’s 2020 Annual Election Period will be one like none before. We offered some insight into what providers are facing this year, and this week we’ve decided to offer a few tips to help providers adjust to that new normal. 

During Medicare’s Annual Election Period (AEP), TrendSource Trusted Insight designs and executes secret shop programs for over 30 Medicare Advantage plans, helping companies ensure their sales agents comply with mandated CMS guidelines. Based on more than 4,000 individual projects, we identified the top violation per audit type and, while some have appeared in years past, others were previously unseen. By alerting our clients to these issues, they were able to implement corrective actions. Below, we outline, in no specific order, some of the top AEP 2017 violations.

Every year, TrendSource executes Secret Shop programs with over 30 Medicare Advantage plans during the Annual Enrollment Period to ensure their sales agents are meeting CMS Marketing Guidelines. Based on over ~4000 Secret Shops completed, we were able to identify the top violations per audit type that occurred during AEP 2016. Some of these violations were an issue last year; however, some of these violations are new issues we were able to relay to our clients for corrective action.*