Consumer Reporting Agent to Marketplace, State Department of Insurance, or Carrier Script

“Hello, my name is [Clients Name], and I am contacting you to report fraudulent behavior by an insurance agent named [Agent’s Name]. The agents NPN number is _________.

I met this issue on [Date], when I discovered that this agent had accessed and made fraudulent changes to my Marketplace application without my authorization.

The agent’s actions are genuinely concerning as they have fraudulently accessed my confidential information. I believe these actions may violate insurance regulations or ethical standards, and I request that this agent be reprimanded accordingly.

I am available to provide any further information that may be needed for your investigation. Please do not hesitate to contact me if you need additional details or clarification.”

To download the Template for Agent Email to CMS Help Desk, HealthSherpa, State Department of Insurance, or Carrier click here.

(Note: agent, make sure you have your client on the phone as well.)

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