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Sales Agent Training Process

Policy Number: SLS-021 PURPOSE: The intent of this operational policy is to document the sales training, certification requirements, and identify business owners and other participants related to training development, execution, and documentation for both employed and contracted Sales Agents. DEFINITIONS: America’s Health Insurance Plans (AHIP):  National association representing member companies providing health insurance coverage. Annual […]

On-Boarding External Sales Agents

Policy Number: SLS-011 PURPOSE: To certify external agents with Care N’ Care. DEFINITIONS: CNC: Care N’ Care Direct Agent: Independent agent that receives commissions directly from Care N’ Care Field Marketing Organization (FMO): An FMO is an agency contracted to provide broad coverage for the marketing and sales of a health plan. Areas of support […]

Agent Oversight Committee

Policy Number: SLS-013 PURPOSE: To ensure Care N’ Care (CNC) is compliant with all Centers for Medicare & Medicaid’s (CMS) rules and guidance regarding consistent oversight of CNC Sales Agents/Entities with the creation of an agent oversight committee.  Furthermore, this policy helps establish adequate oversight of sales and marketing activities conducted by CNC Sales Agents/Sales […]

Dos and Don’ts of Seminars

Policy Number: SLS-026 PURPOSE: This policy exists to ensure Care N’ Care (CNC) seminars are compliant with the guidelines outlined by the Centers for Medicare & Medicaid Services (CMS) by adhering to the policies outlined herein as well as related policies and procedures. DEFINITIONS: Centers for Medicare and Medicaid Services (CMS): The federal agency within […]

Responding to Sales Allegations

Policy Number: SLS-100 PURPOSE: To ensure Care N’ Care (CNC) is compliant with all Centers for Medicare & Medicaid’s Services (CMS) rules and guidance regarding sales allegations filed against CNC Sales Representatives and create the framework by which sales allegations are properly investigated and corrective action taken as warranted. DEFINITIONS: Agency:  An individual/company that allows […]

Sales Agent Corrective Action

Policy Number: SLS-022 PURPOSE: To ensure Care N’ Care (CNC) addresses and administers appropriate corrective action for Sales Agents.  Corrective action is designed to correct and ensure compliance with all Centers for Medicare & Medicaid’s (CMS) rules and guidance regarding corrective action needed and create the framework by which sales corrective action is taken as […]

Standards of Professionalism

Policy Number: SLS-003 PURPOSE: The purpose of this policy is to ensure that Sales Agents adhere to Care N Care’s (CNC) Standards of Professionalism and personal behavior when representing, soliciting and selling CNC Medicare Advantage (MA) products. In addition, the purpose is to promote the ethical representation of CNC’s Medicare products with the highest level […]

Introduction to Sales

Policy Number: SLS-001 PURPOSE: Care N’ Care (CNC) has established the following Policies and Procedures (P&Ps) that will ensure CNC is in compliance with the Centers for Medicare and Medicaid Services (CMS) marketing requirements DEFINITIONS: Centers for Medicare and Medicaid Services (CMS): The federal agency within the Department            of Health and Human Services that administers […]

Qualifications and Primary Duties for Sales Agents

Policy Number: SLS-002 PURPOSE: The purpose of this policy is to ensure that qualifications are met and that primary duties and responsibilities are understood by each Care N’ Care (CNC)-employed and CNC-contracted Sales Agent, whether independent or affiliated with an Agency or FMO, who will represent and sell CNC Medicare products. DEFINITIONS: Agency:  An individual/company […]

On-Boarding External Sales Agents

Policy Number: SLS-011 PURPOSE: To certify external agents with Care N’ Care. DEFINITIONS: CNC:  Care N’ Care Direct Agent:  Independent agent that receives commissions directly from Care N’ Care Field Marketing Organization (FMO):  An FMO is an agency contracted to provide broad  coverage for the marketing and sales of a health plan. Areas of support […]