Documents

Social Media Cheat Sheet

CMS considers some forms of contact via social media to be prohibited unsolicited electronic communication.

CMS Medicare Communication and Marketing Guidelines

A list of the some of the basic guidelines for agent websites. This guide is intended to assist agents in complying with the CMS Medicare Communications and Marketing Guidelines (MCMGs) when appointed with carriers for Medicare Advantage (MA/MAPD) and/or Medicare Prescription Drug Plans (PDP). This list is not all-inclusive.

Aetna/Coventry FDR Compliance Guide
September 5, 2018
CMS Medicare Communication and Marketing Guidelines

The Medicare Communications and Marketing Guidelines (MCMG) interpret and provide guidance on the marketing and communication rules for Medicare Advantage (MA-only, MA- PD) plans (also referred to as “plans”),

Guidance Comparison Between Sales and Educational Events
Permission to call Primer
Scope of Appointment cheat sheet
Top 10 Ways to Avoid Complaints

Top 10 Ways to Avoid Complaints

Humana Code of Conduct

Humana principles of business ethics for health care providers and business partners.

Cigna-HealthSpring Code of Conduct

Cigna code of ethics and principles of conduct

SilverScript Code of Conduct

CVS Health Code of Conduct

Aetna-Coventry Code of Conduct

CVS Health Code of Conduct

United Health Group Code of Conduct

The UnitedHealth Group Code of Conduct: Our Principles of Ethics & Integrity ("The Code") is a core element of UnitedHealth Group’s compliance program and provides guidelines that help us achieve the highest standards of ethical behavior. The Code of Conduct can also be accessed on the UnitedHealth producers Agent website home page under the Documents and Links section.