MARKETING COMPLIANCE MONITORING

Marketing and enrollment call monitoring, scored against CMS and state criteria

MemberONE monitors Medicaid and Medicare marketing and enrollment calls, scores them in real time, and produces the audit-ready documentation your team needs before an examiner asks for it.

The challenge

Marketing compliance oversight just got harder to satisfy manually

CMS has reported that more than 80% of sampled 2021 marketing calls reviewed had compliance deficiencies. OIG’s February 2026 Industry Compliance Program Guidance for Medicare Advantage — its first major update since 1999 — raises the bar further, alongside CMS’s Third-Party Marketing Organization (TPMO) requirements for call recording, disclaimers, and reporting non-compliance.

Ad hoc call review can’t keep pace. A defensible program needs continuous monitoring, consistent scoring, and documentation that’s ready before it’s requested.

What MemberONE delivers

1

Call center monitoring

Call recording and AI transcription of marketing and enrollment calls.

2

Real-time compliance scoring

Every call scored against CMS and your state’s specific criteria.

3

Audit-ready reporting

Documentation structured for CMS and state review, ready on request.

How it works

01
Program setup

Criteria configured to your state and CMS requirements.

02
Monitoring & evaluation

Calls are recorded, transcribed, and reviewed.

03
Scoring & documentation

Each call is scored and the result is documented.

04
Reporting & action

Findings are reported and flagged issues routed for action.

05
Ongoing partnership

Criteria update as CMS and state rules change.

Regulatory coverage

Configured to the rules that actually govern your marketing and enrollment activity.

CMS guidelines State Medicaid rules Medicare marketing regulations D-SNP requirements Facilitated enrollment HIPAA

Built on Salesforce’s platform security.

MemberONE inherits Salesforce’s platform infrastructure, role-based access, and audit logging — the security posture Salesforce publishes for its platform, applied to your compliance workflow.

What’s included

✓ Call recording and AI transcription of every marketing and enrollment call
✓ Real-time compliance scoring against CMS and state-specific criteria
✓ Configurable criteria by state, program, and plan type
✓ Audit-ready documentation, structured for CMS and state review
✓ Automated flagging and routing of non-compliant calls
✓ Full audit trail and searchable call archive
✓ Ongoing criteria updates as CMS and state rules change
13 yr
Longest active client engagement
Real-time
Scoring, not a quarterly review
100%
Audit trail on every call scored
Minutes
Turnaround time on call transcription and scoring

See MemberONE on your program.

Schedule a demo

See MemberONE or ProviderONE on a 30-minute call.