CMS Approval to use Medicare ID Card in Marketing Materials

CMS prohibits the use of the Medicare name, logo, or products in a misleading way. It must be clear that the entity being represented in the material is not Medicare or representing Medicare or the Federal Government.

2023-10-04T18:05:07+00:00August 1, 2023|

Green Leaf – Medicare FMO Develops and Releases Proprietary Mobile Application Call Recording Solution.

Green Leaf – Medicare FMO Develops and Releases Proprietary Mobile Application Call Recording Solution. On May 9th, 2022, the Center for Medicare and Medicaid Services (CMS) released a new call recording requirement that applies to Medicare insurance agents.  Under the new rules, all phone calls between Medicare beneficiaries and Medicare insurance agents regarding Medicare Advantage and Medicare Prescription Drug Plans MUST be recorded beginning October 1, 2022.  These recording calls must be securely retained and available to be retrieved for audit purposes for a period of 10 [...]

2023-10-04T17:14:25+00:00October 1, 2022|

What is an FMO?

MEDICARE FMOs Helpful Tips When Choosing An FMO What is an FMO? A Field Marketing Organization (FMO) is a vital entity within the insurance industry. It serves as an intermediary or distributor that connects insurance carriers with independent insurance agents or agencies. FMOs are typically contracted partners of insurance companies and offer various support services to insurance professionals, including training, compliance assistance, marketing resources, and lead generation. Their primary purpose is to help agents and agencies effectively distribute insurance products and grow their businesses. FMOs play [...]

2023-10-04T17:16:08+00:00May 1, 2022|

Why go GREEN?

OUR STORY Green Leaf FMO formed in 2008 in hopes of bringing agents & agencies together who wanted a CHANGE Big box agencies were focusing their time and attention on creating a "one-size-fits all" strategy for any agent that walked in their door, but what they were missing was the personalized attention and service that agents deserve. THAT'S WHEN WE GOT NOTICED. Carriers, agents, and agencies noticed something different about Green Leaf. We focus on being attentive, supportive, and we work with [...]

2023-10-04T17:16:35+00:00May 14, 2021|
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