Understanding Medicare Estimation and Medicare Secondary Payer (MSP) Rules
- Class Date
- – 3:00 pm - 4:00 pm ET
- Online webinar
This class has already taken place.
Registration Closed
Description
Overview: This course provides agents, brokers, account executives, account managers and benefit professionals an overview of Medicare estimation processes and the rules governing Medicare as a secondary payer. Participants will learn how to determine when Medicare is primary vs. secondary, how to avoid compliance pitfalls, and the importance of communicating to all potential enrollees on these rules to protect both beneficiaries and plan sponsors.
Learning Objectives: By the end of this session, participants will be able to
1. Explain the concept and legal foundation of Medicare Secondary Payer (MSP) rules.
2. Identify when Medicare is the primary or secondary payer in different scenarios.
3. Understand the Medicare estimation process for group health plans and liability claims.
4. Apply coordination of benefits principles to real-world situations.
5. Recognize key compliance and reporting obligations under MSP.
Instructor

Mike Smith
The Brokerage Inc.
Mike Smith entered the insurance business in 1993 as a marketing and agent service representative at The Brokerage Inc.
He is now the president of The Brokerage, an insurance marketing organization licensed in all 50 states. The Brokerage specializes in life, health, financial, senior insurance products and marketing services.
Smith is responsible for The Brokerage’s marketing strategy, operations, sales support, web site development, public relations, and business development.
Mike and his wife Shannon have three children, Kayli, age 25, Kyle, age 22, and Kinley, age 13.
Available Credit
Approval Info
- Program Level
- Intermediate
- Delivery Method
- Group Internet Based