Compliance
Make sure to be up to date with the latest compliance information below.
Be Compliant.
Let CareFree Insurance Help Build Compliance into your Business.
CareFree Insurance, Inc. abides by a strict compliance program to promote and facilitate corporate governance of operations and services in accordance with established laws, regulatory requirements, and policies outlined by carriers with whom CareFree is contracted. The program is established to ensure the business operations of CareFree reflect the values, integrity and commitment to compliance.
Key areas include Compliance Updates Pre-AEP, Marketing Materials, Sales Events and Educational Events, Building a Medicare Compliance Program, FDR Compliance Requirements, Privacy and Security and Critical Core Components to Compliant MA / PDP Presentations.
Past CareFree Compliance
Email Communications:
Clarifying New CMS Regulations
August 4, 2022
Compliance Spotlight - CMS-approved Multi-plan Materials & Medicare Basics Presentation
March 2, 2022
Compliance Spotlight - Post AEP & OEP Reminders
Compliance Spotlight - Post AEP & OEP Reminders - Spanish
December 15, 2021
CMS Regulation for Third-Party Marketing
October 28, 2021
DOs & DON'Ts - Medicare Marketing & Avoiding Complaints
October 1, 2021
Compliance Brainshark Presentation
September 24, 2021
Core Values & CMS Marketing Guidelines
September 9, 2021
Educational & Marketing/Sales Events Guidance
August 31. 2021
SOAs & Conducting Compliant Sales
August 20, 2021
Importance of Compliance & Star Ratings
August 5, 2021
Connecting with Your Clients During OEP
January 12, 2021
Qualifying for Low-income Subsidy
December 17, 2020
Compliance Spotlight - Post AEP and OEP Guidance
Compliance Spotlight - Post AEP and OEP Guidance - Spanish
December 10, 2020
September 21, 2020
May 8, 2020
January 23, 2020
January 15, 2020
December 11, 2019
August 9, 2019
August 5, 2019
December 10, 2018
September 19, 2018
General Certification & Recertification Information
July 20, 2018
2019 Medicare Communications and Marketing Guidelines
July 20, 2018
Medicare Beneficiary Identifier & New Enrollment Period
March 27, 2018
Events Guidance & Marketing Materials Guidance
February 22, 2018
Current CMS Documents and
CareFree Guidance:
CIS Core Values & CMS Marketing Guidelines
CIS Core Values & Marketing Guidelines - Spanish
August 15, 2022
CIS Compliance Program Elements
June 2022
Medicare Parts A & B Premiums & Deductibles / Part D Income-Related Monthly Adjustment Amounts
November 12, 2021
Low-Income Subsidy (LIS) Resources & Cost-Sharing Limits for CY2022
October 25, 2021
CIS Core Values & Marketing Guidelines
CIS Core Values & Marketing Guidelines - Spanish
August 17, 2021
2021 Medicare Parts A and B Premiums and Deductibles
November 6, 2020
2021 Medicare Enrollment Changes
September 1, 2020
September 5, 2018