Medicare Secret Shopper Audit Programs Create Opportunity to Earn Extra Income for Individuals 55+

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TrendSource Secret Shopper Marketing Surveillance Programs monitor Medicare Advantage and Prescription Drug Plans' Marketing Activities, which begin October 1 and run through December 7 of 2013. Individuals 55 and older are needed to perform compliance audits during this time to identify if health plan insurance representatives are engaging in prohibited sales tactics.

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Each year, Medicare insurance providers participate in the Annual Election Period (AEP) and each year, many of these healthcare organizations are fined and/or terminated from selling Medicare Advantage insurance as a result of their sales representatives’ violation of the Centers for Medicare and Medicaid Services (CMS) guidelines. TrendSource acts as the preventative partner for 25+ of these insurance agencies, helping them monitor marketing activities to identify, correct and avoid potential violations.

TrendSource utilizes individuals in the 55+ age range to conduct surveillance observations, paying hundreds of eligible individuals to meet with sales agents, learn about Medicare Advantage Plans and report their experiences. This information is provided back to the insurance companies handling Medicare Advantage Plans so they can track sales agent performance and monitor compliance.

TrendSource has been executing Secret Shopper Compliance Programs for more than five years and their client base has steadily increased every year, making the need for additional secret shoppers a top priority. Below are the types of audits available to these secret shoppers with varying compensation based on audit requirements:

  •     Call Center Evaluations
  •     Formal Marketing Events
  •     Informal Marketing Events
  •     Face-to-Face Individual Appointments
  •     Educational Events

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What is a Medicare Advantage Plan?

Medicare Advantage plans are health plan options (like an HMO) that are approved by Medicare and are offered by private insurance companies. They provide Medicare Part A, Part B, and often Part D (prescription drug) coverage under one policy. Medicare Advantage (MA) plans may also be referred to as “Part C”.

Who is Eligible?

In general, if an individual is entitled to Medicare benefits under Part A and is enrolled in Medicare Part B, they are eligible for Medicare Advantage plans. However, to be an auditor one must only meet the age requirement of 55+ as there is no obligation whatsoever to actually enroll in a health plan.

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Kristina Dent
TrendSource, Inc.
+1 (619) 718-7467 Ext: 114
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