You are allowed to advertise educational events through most of the usual methods such as flyers, newspapers, radio, email and direct mail. When marketing them it needs to say meetings will be for “educational” purposes.
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 types of Medicare events can I hold?
In general there are 2 types of Medicare Events you can hold, Educational Events and Sales Events. The educational event is meant for you to share information, and answer any questions your prospects or their care-givers may have.
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
Are there CMS guidelines for hosting an educational event for enrollees?
But before you host, present at, or attend an educational event for enrollees, there are some CMS guidelines (Medicare Communication & Marketing Guidelines, Section 50.1) you will have to follow. If you are hosting or reaching out to enrollees for an educational event, CMS requires you to explicitly market the event as “educational.”
Which activities are permitted at an educational Medicare event?
You can do the following: Hand out educational material on Medicare programs such as MA, MAPD, PDP and other programs. Give away promotional items – They may included names, logo's and phone numbers. Provide meals, light snacks and refreshments. Use business reply cards (BRC's)
What must appear on advertisements for educational events?
CMS requires that educational events be advertised explicitly as “educational” and that the advertising and invitations to both sales events and educational events include, verbatim, the following disclaimer: "For accommodations of persons with special needs at meetings call
Can you display and distribute Medicare Advantage enrollment guides at an educational event?
During educational events, you may not discuss any specific plans, or benefits, and you may not distribute any enrollment forms or carrier marketing materials.
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 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.
Do educational events need to be reported to UnitedHealthcare?
According to CMS regulations and UnitedHealthcare policy, agents are prohibited from conducting a marketing/sales event immediately following an educational event. There must be at least one hour separating the conclusion of an educational events and the beginning of a marketing/sales event.
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.
Do agents have to report educational events to United Healthcare?
Terms in this set (26) What type of events must an agent report to UnitedHealthcare? Only the marketing/sales events, both formal and informal.
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 universities organize events?
Event planning checklistDecide the budget.Define the event objectives.Decide the format and theme.Create a guest list.Find a venue.Select your ticketing or registration platform.Build your event website and registration page.Invite event guests.More items...•
How can I host a seminar in university?
8 steps to organise your seminar!Know your goals. Defining the seminar's goals is a critical first step. ... Define who your attendees are. ... Make budget forecasts. ... Choose the right date. ... Find a suitable venue. ... Use an online registration solution. ... Organise activities. ... One guiding principle: Communication.
When advertising for any educational event, brokers are required to explicitly describe the event as “educational.”?
When advertising for any educational event, brokers are required to explicitly describe the event as “educational.” This is also true for events where existing enrollees are invited. If you do not explicitly advertise the event as “educational,” CMS will consider it a sales or marketing event.
Does Excelsior have Medicare marketing guidelines?
Excelsior has more Medicare Marketing Guidelines (MMG) available to you on our online resource center with topics ranging from where to host educational events to event-specific contact. And if you’re interested in learning something that the MMG can’t teach you—such as how to double, or triple, your revenue— contact us.
What is Medicare Educational Event?
A Medicare Educational Event gives agents an opportunity to get in front of prospects and their caregivers who are looking to learn about Medicare, Medicare Advantage, Part D and other Medicare related programs.
What are the two types of events that Medicare can hold?
In general there are 2 types of Medicare Events you can hold, Educational Events and Sales Events. The educational event is meant for you to share information, and answer any questions your prospects or their care-givers may have. An educational event is not intended for sales activities like distributing plan specific marketing materials ...
Can you require a prospect to fill out contact information to RSVP?
You cannot require potential prospects to fill out contact information to RSVP to your sales event. Your marketing materials must also contain the disclaimer: “For accommodations of persons with special needs at meetings call <phone number and TTY number>".
Can you hand out marketing materials at an educational event?
You’re not trying to steer people toward any product with an educational event. Nevertheless, you are allowed to hand out generic marketing material, business, cards, etc. You are also allowed to complete Scope of Appointment (SOA) forms for future appointments and collect them during an educational event.
Can you hold a virtual event over an in person event?
This means that many agents will be opting to hold a virtual event over an in person event. Be sure to check with your carriers to verify what your options are, and to understand any rules they may have for giving a compliant virtual event.
How to advertise Medicare educational events?
You are allowed to advertise educational events through most of the usual methods such as flyers, newspapers, radio, email and direct mail. When marketing them it needs to say meetings will be for “educational” purposes.
What can you not do at a marketing event?
Hand out or take applications or other plan specific information- (This is a marketing event) Give away cash prizes. Provide or take enrollment forms.
Is Medicare a straight forward event?
Medicare educational event rules are fairly straight forward. There has not been many modifications of them from 2020 to 2021 which makes things a bit easier. We will go over the basics below and point out the key things you need to be aware of when hosting one.
Is Medicare Advantage plan specific?
This can include Medicare Advantage, Medicare supplement and Part D plans. It cannot be plan specific or intended to steer or sell someone something. If you are going to be presenting any company specific plan information, you are holding a marketing event and not an educational event. Medicare Educational event rules: advertising.
Do all carriers require an educational event registration?
The short answer is “yes”. Not all carriers require educational event registration but many of the do. As a result, it would be wise to register them either through your FMO or directly with the carrier. Online Enrollment- Enroll prospects online without the need for a face to face appointment.
What is Medicare educational event?
Medicare educational events are an excellent way to gain the trust, and referral information, of enrollees in attendance. But before you host, present at, or attend an educational event for enrollees, there are some CMS guidelines (Medicare Communication & Marketing Guidelines, Section 50.1) you will have to follow.
Does CMS require educational events?
If you are hosting or reaching out to enrollees for an educational event, CMS requires you to explicitly market the event as “educational.”. Remember that an educational event does not include any of the following sales activities: Distributing marketing materials and any material with plan-specific information (such as plan-specific premiums, ...
Why do we put on events for Medicare Advantage?
Events put on to educate the public about Medicare Advantage and Part D can be a great way to establish your presence in the community. Marketing events are different than educational events because they allow you to steer members to a specific plan by providing information about plan benefits, plan cost sharing and a plan’s provider network.
What is the difference between a sales event and an educational event?
The main difference between sales and educational events is that no sales or marketing activities can take place at an educational event. 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 two types of events?
There are two types of events — sales/marketing events and educational events. CMS treats each event differently, and the type of event you are having determines how you advertise the event and what you can do marketing-wise at the event. The main difference between sales and educational events is that no sales or marketing activities can take ...
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.
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.
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.
Do you have to disclose the products you plan on reviewing?
Additionally, you must include the following disclaimer on all advertisements and invitations for your event: “For accommodation of persons with special needs at sales meetings call <insert phone and TTY number>.”.
What are Medicare marketing guidelines?
The Medicare Marketing Guidelines provide guidance on the do’s and dont’s of providing food and drinks at Medicare events. Before you call a caterer, you will want to ensure you are adhering to the Medicare Marketing Guidelines (MMG) for providing food and refreshments at Medicare events. You do not have to flip through ...
Can you provide food at a Medicare event?
You can provide food at your Medicare Marketing and Sales Event, however, you are only allowed to provide “refreshments and light snacks.”. You are not allowed to provide (or pay for) meals. You will have to use your best judgment on the food you provide.
What are the Medicare marketing guidelines?
The Marketing guidelines reflect CMS' interpretation of the marketing requirements and related provisions of the Medicare Advantage and Medicare Prescription Drug Benefit rules (Chapter 42 of the Code of Federal Regulations, Parts 422 and 423).
Can Medicare Advantage and Prescription Drug Plans use one document?
The guidelines allow organizations offering both Medicare Advantage and Prescription Drug Plans the ability to reference one document when developing marketing materials.
Market The Event as ‘Educational’ to Enrollees
Respond to Questions, But Avoid Plan Specifics
- This is where it may become a bit difficult for a broker at an educational event. You are allowed to answer questions that enrollees ask you. Remember, your goal at this event is to educate seniors on their options rather than upsell specific plans. While your answers should avoid including plan specifics, it may be difficult to sidestep direct questions about benefits, premiums, or copays. If …
Set Up Future Marketing Or Sales Appointments
- You may do the following at the conclusion of your educational event: 1. Distribute business cards and contact information so beneficiaries can contact you at a later date. 2. Complete and collect Scope of Appointment (SOA) forms. 3. Set up marketing appointments.
Read More Medicare Marketing Guidelines from Excelsior
- Visit Excelsior’s online resource center, where we’ve broken down each broker-focused MCMG rule. The topics range from where brokers can host educational events to proper activities at sales events and appointments. To learn more about the Excelsior team and how we can help you, contact us. Note: For the most current information, see the CMS Medicare Marketing Guidelines.