• Guidelines for Sharing Personal Beneficiary Data with Other TPMOs

  • Feb 10 2025
  • Length: 11 mins
  • Podcast

Guidelines for Sharing Personal Beneficiary Data with Other TPMOs

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  • Summary

  • Stay compliant while sharing beneficiary data with other TPMOs. We explain the CMS rules for agents obtaining prior express written consent. Read the text version Resources: 2025 Medicare Market Disruption Means Opportunity for Agents: https://ritterim.com/follow-medicare-changes/ Contact the Ritter Insurance Marketing Compliance Team by emailing complianceofficer@ritterim.com Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You: https://lnk.to/IO4lRf Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/ TCPA Regulations: https://docs.ritterim.com/compliance/sales-communication-practices/#tcpa What Are Agents Responsible for Under HIPAA? https://ritterim.com/blog/what-are-agents-responsible-for-under-hipaa/ What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales: https://ritterim.com/blog/what-to-know-about-soas-in-medicare-health-and-prescription-drug-plan-sales/ Where It All Begins: Obtaining Permission to Contact for Medicare Sales: https://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/ References: “.Com Disclosures: How to Make Effective Disclosures in Digital Advertising.” Ftc.Gov, Federal Trade Commission, www.ftc.gov/sites/default/files/attachments/press-releases/ftc-staff-revises-online-advertising-disclosure-guidelines/130312dotcomdisclosures.pdf. Accessed 27 Jan. 2025. “Clear and Conspicuous Definition.” Ecfr.Gov, The Federal Register, www.ecfr.gov/current/title-16/chapter-I/subchapter-B/part-255#p-255.0(f). Accessed 27 Jan. 2025. “Contract Year 2025 Medicare Advantage and Part D Final Rule (CMS-4205-F).” CMS.Gov, Centers for Medicare & Medicaid Services, 4 Apr. 2024, www.cms.gov/newsroom/fact-sheets/contract-year-2025-medicare-advantage-and-part-d-final-rule-cms-4205-f. “Integrity Compliance Guidelines Third Party Marketing Organization (‘TPMO’) Sharing of Personal Beneficiary Data with Other TPMOs.” Ritter Insurance Marketing, Integrity, ritterim.com/documents/personal-beneficiary-data-sharing-tpmo-guidelines.pdf. Accessed 27 Jan. 2025. Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/ Not affiliated with or endorsed by Medicare or any government agency.
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