Checklist

7-Point Compliance Checklist for Medicare Sales & Marketing Success

Stay ahead of evolving CMS guidelines and safeguard your Medicare sales with actionable steps for compliance and efficiency.

  • Simplify compliance: Follow the latest Medicare Communications and Marketing Guidelines (MCMG) with a clear, step-by-step approach.

  • Strengthen your team: Train staff, conduct risk assessments, and integrate automated compliance tools to reduce risks.

  • Protect your business: Build a consent-first outreach strategy and ensure vendors meet the same high standards.

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Download the checklist