Can you market Medicare through email?
The Medicare Marketing Guidelines for 2019 have loosened the rules around unsolicited contact. Sections 30.6 and 40.2 allow brokers to initiate contact via email, conventional mail, and print media. This includes communication and marketing for sales and retention.
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 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.
When must a marketing sales event be reported?
Report all marketing/sales events (including additional events reported throughout the month) prior to advertising the event or 10 calendar days prior to the event's scheduled date, whichever is earlier.
Can you request RSVP for Medicare marketing event?
When creating ads or invites, you cannot require potential attendees to provide contact information to RSVP for the event. While you may plan to educate attendees on Medicare programs during your presentation, you cannot say your event is “educational.” You should disclose the products you plan on reviewing.
What are some examples of informal events?
Informal EventsTreasure Hunt. Rules.Roadies. Rules.Street Play. Rules.Wordsworth. Rules.Waste Management. Rules.Photography. Rules.Food Carnival (Take it Easy) Rules.Fastest Finger First. Rules.More items...
What actions are prohibited during marketing sales events for Medicare?
Cannot send unsolicited text messages and leave voicemail messages. May call or visit beneficiaries who attended a marketing/sales event prior permission is given and documented. Cannot approach beneficiaries in common areas (i.e. parking lots, hallways, lobbies, sidewalks).
What is considered unsolicited contact for Medicare?
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.
When must a marketing sales event be reported to UnitedHealthcare?
It needs to be reported to UnitedHealthcare prior to advertising and not less than 7 calendar days prior to the date of the event.
What type of events must an agent report to United Healthcare?
What type of events must an agent report to UnitedHealthcare? Only the marketing/sales events, both formal and informal.
What is bundling at a sales event?
Bundling is a marketing strategy where companies sell several products or services together as a single combined unit. The bundled products and services are usually related, but they can also consist of dissimilar items which appeal to one group of customers.
When can telephonic contact with a Medicare eligible consumer be made?
Once contact is made or 9 months from the date the consumer provided permission (e.g. consumer signature date on BRC) or 90 days if on federal do not call list, whichever comes first.