Your Partner Through Every Medicare Sales & Marketing Milestone

Operational and compliance support across the full Medicare cycle — from bid to AEP and beyond. That includes oversight assessments, bid and PBP quality reviews, member material development and review, broker assessments, sales training development, and AEP agent secret shopping.

Post-AEP is ideal for taking inventory of how the season went and where to improve. BluePeak’s assessment is customized to your needs — reviewing organizational structure, tele-sales center workflow and scripts, agent and broker oversight, and annual training — and delivers a roadmap of areas for improvement.

Plans often delegate marketing to brokers or general agencies, so oversight of these first-tier, downstream and related entities is critical. BluePeak verifies each delegate performs sanction reviews, maintains licensure, training and appointment documentation, and responds accurately and on time to inquiries such as scope of appointment or marketing complaints.

Live and recorded mock prospective-member calls that evaluate sales-call compliance. Reviewers test plan information, in-network providers, formulary coverage, hold times, TTY and language line, agent plan knowledge and soft skills — all while confirming agents follow CMS marketing guidelines.