Red-Flag Detector · Lobby setup
Sign-in sheet in a pharmacy lobby capturing sensitive identifiers.
Training material only. Not marketing material and not for consumer distribution. Scripts are starting points to adapt to your carrier, state, and current CMS rules — not verbatim consumer-facing copy. Not legal, compliance, or enrollment advice. Always defer to current CMS guidance, your FMO's compliance team, and your carrier certifications. See disclaimers.
Mock artifact — for review only
A tabletop sign in a pharmacy lobby reads: "Interested in a Medicare plan review? Sign in below — include your name, date of birth, Medicare number (MBI), and phone. An agent will follow up." The clipboard sits unattended for hours.
On this artifact: 0/0 clean submissions — no attempts yet.
MBI is confidential; treat with the same care as a Social Security number.
Unsolicited contact prohibition and permitted marketing activities.
Not marketing material. Not for consumer distribution. CMS rules evolve — verify against current guidance before use.
Educational drill only. Rules and CMS guidance evolve — always defer to current CMS publications, your FMO compliance team, and your carrier certifications.
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