Compliance Bulletins

• Compliance Committee Charter
• Compliance Bulletin - Complaints
• Compliance Bulletin - Enrollment Tips
• Compliance Bulletin - Event Scheduling and Guidance
• Compliance Bulletin - Guidance for United Healthcare Agents, Events and Marketing Material
• Compliance Bulletin - Marketing Material Requirements
• Compliance Bulletin - Special Needs Plans
• Compliance Bulletin - Standard Website Guidelines
• Compliance Bulletin - Tips for Staying Out of the Compliance Penalty Box
• Compliance Bulletin - Scope of Appointment Reminder
• Compliance Bulletin - Event and Marketing Material
• Compliance Bulletin - Staying in Contact with Your Clients
• Compliance Bulletin - Building Client Relationships
• Compliance Bulletin - Use of the Word Medicare
• Compliance Bulletin - Event and Marketing Material Update
• CB0018-15 - Privacy and Security Reminders
• CB0019-15 - Marketing Materials Review
• CB0020-15 - Business Associate Privacy Rules
• CB0021-15 - Ready to Sell Reminders
• CB0022-15 - Formal Event Scheduling
• CB0023-15 - Annual Enrollment Period (AEP) Selling Reminders
• CB0024-15 - Important Event Reminders (UHC Event Schedule)
• CB0025-15 - Choosing a PCP for UnitedHealthcare Enrollments
• CB0026-15 - Protect Your Client's Information!

Policies

• Policies
• Agent Code of Conduct
• Do Not Call/Do Not Contact Policy

Training Modules

• Americans with Disabilities Act Training (Powerpoint)
• Compliance Training (Powerpoint)
• Fraud, Waste & Abuse Training
• HIPAA Training (Powerpoint)
• Downline Audit Readiness

Checklists & Procedures

• Event Evaluation Checklist
• Marketing Material Checklist
• Website Monitoring Checklist
• Procedure for Allegations and Compliants
• Procedure for Events
• Procedure for Marketing Materials