At your event, you are allowed to show a Medicare Beneficiary anything on a carriers website, but avoid digging into the specifics. You could utilize a Scope of Appointment (SOA) to collect information compliantly, and make an appointment to discuss at a later time. In some cases, a local rep may be able to assist you at your event in some way.
Full Answer
How do I advertise a Medicare educational event?
Promoting Medicare Educational Events You can advertise these events via most forms of marketing, including newspaper and radio ads, flyers, and direct mailers. However, there are a couple guidelines you must follow when marketing educational events: All educational events must be explicitly marketed as “educational” to beneficiaries.
What are the guidelines for holding a Medicare sales event?
If marketing is your goal, you must hold and follow CMS’ guidelines for a Medicare sales event. As for the when and where, educational events may be held in a public venue. Under no circumstance should you hold them in in-home or one-on-one settings.
Can I show a Medicare beneficiary at an event?
At your event, you are allowed to show a Medicare Beneficiary anything on a carriers website, but avoid digging into the specifics. You could utilize a Scope of Appointment (SOA) to collect information compliantly, and make an appointment to discuss at a later time.
What do I need to know about Medicare educational event compliance?
Your marketing materials must clearly label your event as “Educational”. Your marketing materials must also contain the disclaimer: “For accommodations of persons with special needs at meetings call <phone number and TTY number>”. ⍟ Medicare Educational Event Compliance Check List
What is a Medicare informal event?
There are two types of sales events: formal and informal. Here's what sets them apart: Formal Sales Events: Agent presents plan-specific information to an audience invited to the occasion. Informal Sales Events: Agent offers plan info upon request only while at a table, booth, kiosk, or RV.
Which activities are permitted at an educational Medicare event?
You may do the following at the conclusion of your educational event: Distribute business cards and contact information so beneficiaries can contact you at a later date. Complete and collect Scope of Appointment (SOA) forms. Set up marketing appointments.
What is considered by CMS to be a sales and marketing event?
What Does CMS Consider a Sales Event or Appointment? An activity will be considered a sales event or appointment if it is designed to persuade potential enrollees to choose a specific plan (or set of plans), according to CMS.
How do I host an educational event?
How To Reach, Teach and Profit By Hosting Educational EventsIt's not about you. Keep in mind that the event is not about demonstrating how smart you are. ... Focus on engagement! ... Plan ahead to continue the conversation beyond the event. ... Charge a small entrance fee. ... Find a partner to help take your events to the next level.
Can food be provided at a Medicare educational event?
Educational events are the exception to the “meals” part of the rule above. You can still provide food and snacks at educational events, but you are also allowed to provide meals. If you'd like to provide meals at an educational event, here are a few additional rules you must follow.
What is the purpose of an educational event for Medicare?
An educational event is an event designed to inform Medicare beneficiaries about Medicare Advantage, Prescription Drug or other Medicare programs and does not include marketing/selling.
What are the 3 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.
What is an informal marketing sales event for Medicare?
Informal sales events are held in a less structured style or in a less formal environment. And, typically utilizes a table, kiosk, or a recreational vehicle (RV) staffed by a plan representative who can discuss plan products. Remember, beneficiaries must approach agents first.
What are Medicare marketing materials?
Marketing materials are any materials developed and or distributed by entities covered by the Medicare Marketing Guidelines (MMG) and are targeted to Medicare beneficiaries.
How do you plan a learning event?
Steps for planning an effective team training eventCarry out a skills gap analysis.Decide on learning objectives.Build out your training.Make it enjoyable.Find the right venue.Evaluate your training.
How do schools organize events?
Having said that below are the social events to organize in a school....13 Fun social events to organise in a schoolCultural Fest. ... Science Exhibition. ... Creative Writing and Reading. ... Fancy Dress. ... Quiz Competition. ... Celebrating Festivals. ... Planting activities.More items...
How do you plan an educational seminar?
Starting your seminar plan as early as possibleEstablish your goals and objectives. First, write down your seminar's purpose. ... Put together a rough budget. ... Select a date. ... Decide on your event format. ... Research speakers, locations, and vendors. ... Start your sponsor search. ... Finalize speakers. ... Organize financials.More items...•
When will CMS update the MCMG?
Note: CMS has released updates to the 2019 MCMG in the form of a memo in August 2019. Many of the guidelines from the 2019 MCMG, including the ones we just mentioned, as well as the updates from the 2020 MCMG memo, are still relevant for 2021.
What is the primary focus of an educational event?
Remember, during educational events, your primary focus is to educate attendees. It is not to lead or attempt to lead attendees toward a specific plan or set of plans.
Can Medicare send secret shoppers?
Keep in mind, carriers may send secret shoppers to your educational events. If you violate CMS’ Medicare Communications and Marketing Guidelines, you could be subject to: Medicare beneficiaries need your expertise, and you need their trust and business.
Do CMS and carriers take compliance seriously?
CMS and carriers take compliance very seriously. We do too.
Can you hold a virtual Medicare event?
The answer will depend on health of your state and counties, the lockdown or restrictions of states and counties, and if your carriers are even allowing in-person member events at this time. In some cases, you may be able to hold a compliant virtual Medicare educational event, but again, check with your carriers first.
How to promote a gathering?
You can promote your gathering online, via direct mailers and flyers, or through other forms of media. However, if you cancel the event at least two days in advance, it’s a good practice to notify potential attendees via the same advertising channels you used to promote the event.
What happens if you don't register an event with a carrier?
Furthermore, if you fail to register an event with a carrier, you could lose out on sales commission and have your contract revoked.
What is the responsibility of a carrier for a sales event?
Exact reporting deadlines and requirements vary from carrier to carrier, but carriers are responsible for maintaining accurate records of all their agents’ educational events and informal and formal sales events. The earlier you submit your events to carriers, the sooner you’ll be able to start advertising them.
How to distribute giveaways?
Distribute giveaways with your contact information on it 1. Use absolute or qualified superlatives. Give away promotional items that include plan name, logo, toll-free number, and/or carrier website 2. Use contact information provided by attendees for raffles or drawings for any other purpose.
What are the two types of sales events?
There are two types of sales events: formal and informal. Here’s what sets them apart: Formal Sales Events: Agent presents plan-specific information to an audience invited to the occasion. Informal Sales Events: Agent offers plan info upon request only while at a table, booth, kiosk, or RV.
What is formal sales event?
Formal Sales Events: Agent presents plan-specific information to an audience invited to the occasion.
How long after a plan start time do you have to be on site?
Remain, or have the plan representative remain, on site at least 15 minutes after the original start time
When is Medicare seminar 2021?
15 Tips for Hosting an Educational Medicare Seminar. June 15, 2021. An educational Medicare seminar is a great way to establish credibility and reach new prospects in your community.
Who must submit scripts to CMS prior to use?
Plans/Part D sponsors must submit scripts and presentations to CMS prior to use, including those to be used by agents/brokers;
What is a sales seminar?
A sales seminar is quite the opposite – you are presenting a carrier's specific MAPD product, such as an HMO or PPO. You are also completing applications at the seminar and enrolling attendees in the presented plan.
What is an educational event?
Educational events are designed to inform beneficiaries about Medicare Advantage, Prescription Drug, or other Medicare programs. Educational events: Must be explicitly advertised as educational; May be hosted in a public venue by the Plan/Part D sponsor or an outside entity;
How much does seminar marketing cost?
Seminar marketing can get expensive! We've heard of many agents and agencies spending up to $4,000 per seminar in advertising costs.
How many people should I take to a seminar?
When you have a larger group, everyone freezes up and they're not as comfortable. I honestly feel like some of my best seminars were 5-10 people!
What is marketing sales event?
Marketing/Sales Events are designed to steer or attempt to steer potential enrollees, or the retention of current enrollees, toward a plan or limited set of plans.
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How long before an event can you call Medicare?
If you do have permission, you may call to remind them at least 24 hours before the event.
What to do while conducting an event?
While conducting your event, be sure that you aren’t reading word-for-word from the presentation. It’s important to engage your audience and let them know that you are applying to be their agent. Remember, you only have one chance to make a first impression!
What is an informal event?
An informal event is typically conducted at a doctor’s office, pharmacy, or food pantry. A formal presentation is not necessary at an informal event. A formal event often requires that a full presentation is conducted for the Medicare Advantage carrier that you’re representing. Carrier protocols apply at formal events, ...
How to contact AEP?
As always, if you have any questions or need additional one-on-one training, feel free to give us a call at 888-622-9122. We're always happy to help!
How long do you have to stay at a formal event?
You are only required to stay at the event for thirty minutes past the start time if you have no one show up. If there are attendees, you are not required to stay for the full amount of time at a formal event.
When conducting a formal or informal sales event, should you take the opportunity to hand out your business cards?
Remember that they must be made available to all attendees.
Where is an informal event typically conducted?
An informal event is typically conducted at a doctor’s office, pharmacy, or food pantry. A formal presentation is not necessary at an informal event.
What is a Medicare qualifying life event?
A qualifying life event (or QLE) is a change in your situation (like moving or losing health coverage) that can make you eligible for a 60-day Special Enrollment Period outside Medicare’s Annual Election Period.
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What Else Do I Need to Know About Medicare Sales Event Advertising?
And you can get even more support—such as cross-selling training to help double, or triple, your income —from our senior market leaders. Contact us to learn more.
What is the purpose of a Medicare sales event?
The purpose of a Medicare sales or marketing event is to get potential enrollees interested in a particular plan or a limited number of plans. To help solicit enrollments, CMS allows you to discuss plan-specific information (such as premiums, copays, etc.) and distribute and/or collect enrollment applications.
What Is Prohibited When Advertising an Upcoming Medicare Sales Event?
Of course, you want lots of people to come to your sales event. But do not require beneficiaries to provide contact information (such as an email address) as a prerequisite for attending the event or as a condition to RSVP online or through mail.
Why do you need to communicate in Medicare sales?
Because such activities are the nature of a Medicare sales event, you must communicate this in any marketing material you create (such as ads and invitations) to promote the upcoming event.
How to advertise a sales event?
Compliantly advertising your sales event is half of the journey. To make it all the way, here are the activities you shouldn’t do during events for existing clients and prospective enrollees: 1 Don’t give attendees the impression that providing any contact information is necessary. You must clearly state on the event sign-in sheet that providing any personal contact information is optional. 2 Don’t use personal contact information provided by raffle participants for any other purpose besides to notify them of any winnings. 3 Don’t conduct health screenings or other similar activities that could give the impression of “cherry picking.”
Is advertising a sales event a part of the journey?
Compliantly advertising your sales event is half of the journey. To make it all the way, here are the activities you shouldn’t do during events for existing clients and prospective enrollees:
