Agents/Brokers as TPMO’s and TPMO Disclaimer

Last edited time

Dec 18, 2024 7:48 PM

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CMS defines Third-Party Marketing Organizations (TPMOs) as: “Organizations and individuals, including independent agents and brokers*, who are compensated to perform lead generation, marketing, sales, and enrollment related functions as a part of the chain of enrollment.” This means you as brokers/agents must adhere to all CMS’ TPMO rules and guidelines.

What are those CMS TPMO rules and guidelines? Take a look at the list below:

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Add the TPMO disclaimer to your website

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Add the TPMO disclaimer to your email communications

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Add the TPMO disclaimer, verbatim, to all of your marketing materials, including print and TV ads

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Add the TPMO disclaimer to all sales calls within the first minute

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Lead Generating Activities

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Record calls with beneficiaries in their entirety