Comprehensive Compliance Program
Our Compliance team helps our downline agencies and agents remain compliant and manage issues when they arise; this may include supporting carrier audits and providing support to help with operational issues, e.g.:
- High rapid disenrollment rates
- Non-compliant behaviors
- Interpreting and adapting to new CMS rules
- Ensuring enrollees get the plan they need
Business Planning and Sales Strategy
- Help determine:
- Where to sell geographically
- Types of selling programs
- What Products
- What Carriers
- How to recruit agents
- What is working and what is not via tailored information and analysis (via on-line portal)
Operational Support
- On-line and in-person training on a wide range of topics from selling skills to product-specific marketing
- Marketing program design and support to help agents maintain and grow their books-of-business
- Contracting support to help agencies and agents get ready to sell a broad range of products from a broad range of carriers – to meet the needs of today’s consumer
- Multi-carrier and product reporting to help you manage the complexities of information from multiple carriers and consumer behavior that includes changing needs and product switching
- CareFree-provided tools (e.g., CareCompare AND custom website) and information about other best-in-class tools agencies may want to consider for functions like call recording and/or CRM
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CF290 8/2021