Medicare Advantage / PDP / Medicare Supplement / Mutual of Omaha / Anthem Blue Cross Blue Shield / Humana / Aetna / Cigna / UnitedHealthCare

Stephens-Matthews Marketing
Medicare Advantage


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83% of existing Mutual of Omaha Medicare supplement policyholders said they would likely purchase a prescription drug plan from Mutual of Omaha, if offered.

Take advantage of this captive audience!



In This Issue

As a Medicare sales agent, consumers entrust you with a great deal of their personal information.  HIPAA information is sensitive and should be kept confidential – only to be disclosed as needed, in order to prevent fraud or misuse.  By nature of the business, it’s obvious that some personal information must be exchanged for things like plan enrollment.  This personal data includes Protected Health Information (PHI) and Personally Identifiable Information (PII).

PHI includes:

  • Consumer demgraphics
  • Health Information on any level
  • Social Security Number
  • Driver’s license or state ID card
  • Credit or Debit card
  • Banking information
  • Passwords
  • Be sure to keep paperwork separate and doesn’t try to work on multiple applications at the same time
  • Keep all documents with PHI secure and out of view.  Documents with PHI that need to be disposed of should be shredded or placed in a secure, locked location.  This includes, but is not limited to inventory sheets, needs analysis, meeting notes, and applications.
  • When sending faxes, use a cover page with a HIPAA disclaimer and verify the recipient’s fax number prior to sending.
  • Any electronic device containing confidential information must be encrypted and password protected.
  • Ensure you have anti-virus and anti spyware solutions in place in order to protect data on your devices.
  • When possible, do not store PHI or PII on mobile devices or flash drives.  Taking a picture with PHI or PII on a cell phone can lead to issues if it’s not properly manged
  • Do not share your passwords with anyone and make sure your passwords are strong.
  • Never send PHI through unsecured email or internet services
  • When sending emails, double-check the recipients to make sure your email client didn’t auto-populate the wrong name.  Sending an email to the wrong person my qualify as a breach, which needs to be reported.

Contact Stephens-Matthews for more information and to get appointed now:

Senior Products
Heather 1-800-544-8250 x20901
VP of Marketing
Tessa 1-800-544-8250 x20902
Marketing Director / Senior VP
Dave Russell 1-866-336-7847

Stephens-Matthews Marketing, Inc.