FAQ: You Cannot Serve More Than How Many Snack Sized Items At Medicare Event?

What is a Medicare informal event?

What is an Informal Sales or Tabletop Event? An event sponsored and conducted by a plan in a less structured or less formal. environment, typically a manned table and chair activities/ events, Health/Wellness fairs, kiosk or any other form of “street” marketing (e.g. lemonade stands, etc.)

What is CMS marketing rule?

Marketing Rules CMS also regulates marketing and plan presentations including when you’re allowed to market, and how you market. Marketing materials contain some plan-specific information, such as benefits, premiums, and comparisons to other plans.

What is one CMS marketing rule that impacts how Medicare insurance plans market to consumers?

Medicare has rules for how plans can contact you in different situations: By mail, radio, and print advertisements: Plans are allowed to market themselves by any of these means. Plans may only give them their contact information if they request it and if this is the case, the patient must be the one to call the plan.

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What can you do at a Medicare educational event?

Educational Events Do’s and Don’ts Provide refreshments and snacks that qualify as nominal gifts according to CMS. Hand out objective materials on Medicare programs. Give away promotional items that are not considered marketing materials. Schedule marketing appointments.

Do informal marketing events need to be reported?

(Continue to use event type “Kiosk” when a regular informal marketing /sales event will be conducted.) However, if any portion of an event will involve marketing to consumers or lead generation activities, the event must be reported and conducted as a marketing /sales event.

What is an informal marketing event?

Informal marketing /sales events are conducted with a less structured presentation or in a less formal environment. They typically utilize a table, kiosk or a recreational vehicle (RV) that is manned by a plan sponsor representative who can discuss the merits of the plan’s products.

What are CMS permission to call guidelines?

Specifically, the Medicare Permission to Contact (PTC) rule outlines when it is okay to contact a current or potential Medicare beneficiary, the specific products they are giving you permission to contact them for, how you can approach them, and when you can contact them.

How long is a SOA valid for?

CMS requires agents to keep the SOA form for 10-years from the date of the appointment.

What are the three main ways in which Medicare sales occur?

There are three different types of Medicare products sold by agents and brokers: Medicare Supplement plans (Also called Medigap plans), Medicare Advantage plans and Medicare Part D Rx plans. While some agents sell all three, others prefer to specialize in only one – either Medicare Advantage or Medicare Supplement.

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What is considered unsolicited contact?

Unsolicited Contact: The Center for Medicare and Medicaid Services (CMS) states that agents cannot make direct unsolicited contact. This is anyone who has NOT given explicit permission to contact.

Is CMS a Medicare?

Medicare is the government health insurance program for people 65 and older and people with disabilities receiving Social Security. The Centers for Medicare & Medicaid Services, ( CMS ) is part of the Department of Health and Human Services (HHS).

Who regulates Medicare marketing?

The Centers for Medicare & Medicaid Services ( CMS ) began regulating MA marketing two months later, just in time for 2009 enrollment.

Do educational Medicare events need to be reported?

Putting on Medicare Seminars and Educational Events is a great business practice. You do not need to notify or seek permission from CMS to hold Educational Events.

What types of events must be reported to UnitedHealthcare?

What type of events must an agent report to UnitedHealthcare? Only the marketing/sales events, both formal and informal. While using LEAN to complete an enrollment application with a consumer, Agent Jeff learns the consumer does not have an email address.

Which of the following is not considered unsolicited contact with a Medicare eligible consumer?

Without written permission or request or consent Medicare agent or company can not contact consumer to sell their plan or services. This type of contact involves door to door soliciting, emailing, text messaging, cold calling and other direct contact.

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