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...Marketing requirements and other regulations hipaa privacy stands for health insurance portability accountability act agents have responsibilities ensuring the of clients protected information phi including but not limited to claims social security numbers banking this can only be used purpose in which it is collected https agentsurvivalguide com what are responsible under human services as well government entities along with plan sponsors allowed modify existing establish new guidelines how must handle audit agencies technology evolves policies put into place becoming more complex such a law passed york here some compliance protecting client sales events anytime an agent conducts or activities prospect regarding medicare advantage part d considered event there two types formal informal these filed cms through sponsor at least days prior when will advertised any changes updated whether on phone person many rules that followed permission contact ptc another pre sale activity often cause...