Obtaining Consent to Contact from Individual and Group Clients
The Centers for Medicare & Medicaid Services (CMS) Understanding Marketplace Compliance Rules & Regulations presentation laid out additional requirements for life and health insurance brokers to obtain consent to contact prior to providing assistance with Marketplace plans.
To stay compliant with these new regulations, brokers must obtain consent from individuals, employers, and employees and retain their consent in their records for a minimum of 10 years.
Utilize these consent to contact resources to efficiently obtain consent and ensure your agency maintains compliance. Included in these resources are:
- Workflow recipes to ensure consent is obtained from all new and existing clients
- Email templates to send and request consent
- A downloadable PDF form your agency can link to in communications