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 […]
https://agent.cnchealthplan.com/wp-content/uploads/2019/02/logo-300x138.png00jfD62q9jOnhttps://agent.cnchealthplan.com/wp-content/uploads/2019/02/logo-300x138.pngjfD62q9jOn2018-01-25 21:44:122020-06-30 21:46:34Sales Agent Training Process
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 […]
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 […]
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 […]
https://agent.cnchealthplan.com/wp-content/uploads/2019/02/logo-300x138.png00jfD62q9jOnhttps://agent.cnchealthplan.com/wp-content/uploads/2019/02/logo-300x138.pngjfD62q9jOn2012-11-22 11:18:082020-06-30 21:41:02Dos and Don’ts of Seminars
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 […]
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 […]
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 […]
https://agent.cnchealthplan.com/wp-content/uploads/2019/02/logo-300x138.png00jfD62q9jOnhttps://agent.cnchealthplan.com/wp-content/uploads/2019/02/logo-300x138.pngjfD62q9jOn2012-08-28 21:55:502020-06-30 21:57:06Standards of Professionalism
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 […]
https://agent.cnchealthplan.com/wp-content/uploads/2019/02/logo-300x138.png00jfD62q9jOnhttps://agent.cnchealthplan.com/wp-content/uploads/2019/02/logo-300x138.pngjfD62q9jOn2012-08-25 22:00:012020-06-30 22:01:16Introduction to Sales
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 […]
https://agent.cnchealthplan.com/wp-content/uploads/2019/02/logo-300x138.png00jfD62q9jOnhttps://agent.cnchealthplan.com/wp-content/uploads/2019/02/logo-300x138.pngjfD62q9jOn2012-08-25 21:57:252020-06-30 21:59:50Qualifications and Primary Duties for 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 […]
Policy Number: SLS-012 PURPOSE: To ensure Care N’ Care (CNC) is compliant with all Centers for Medicare & Medicaid’s (CMS) rules and guidance regarding sales allegations filed against CNC Sales Agents/Sales Entities and create the framework by which sales allegations are properly investigated and corrective action taken as warranted. Furthermore, this policy helps establish adequate […]
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Sales Agent Training Process
/in Policies & Procedures /by jfD62q9jOnPolicy 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
/in Policies & Procedures /by jfD62q9jOnPolicy 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
/in Policies & Procedures /by jfD62q9jOnPolicy 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
/in Policies & Procedures /by jfD62q9jOnPolicy 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
/in Policies & Procedures /by jfD62q9jOnPolicy 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
/in Policies & Procedures /by jfD62q9jOnPolicy 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
/in Policies & Procedures /by jfD62q9jOnPolicy 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
/in Policies & Procedures /by jfD62q9jOnPolicy 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
/in Policies & Procedures /by jfD62q9jOnPolicy 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
/in Policies & Procedures /by jfD62q9jOnPolicy 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 […]
Oversight of Sales Representatives
/in Policies & Procedures /by jfD62q9jOnPolicy Number: SLS-012 PURPOSE: To ensure Care N’ Care (CNC) is compliant with all Centers for Medicare & Medicaid’s (CMS) rules and guidance regarding sales allegations filed against CNC Sales Agents/Sales Entities and create the framework by which sales allegations are properly investigated and corrective action taken as warranted. Furthermore, this policy helps establish adequate […]