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Agent and Broker Annual CMS Training & Testing Guidelines for Medicare Advantage Organizations (MAOs)/Part D Sponsors

Guidance for Medicare Advantage Organizations (MAOs)/Part D sponsors annual CMS training and testing requirements for their agents and brokers. Plans/Part D sponsors should at a minimum use the criteria outlined below in developing their individual training and testing.

Download the Guidance Document

Issued by: Centers for Medicare & Medicaid Services (CMS)

Issue Date: August 01, 2018

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DISCLAIMER: The contents of this database lack the force and effect of law, except as authorized by law (including Medicare Advantage Rate Announcements and Advance Notices) or as specifically incorporated into a contract. The Department may not cite, use, or rely on any guidance that is not posted on the guidance repository, except to establish historical facts.