Educational Events
| Event | Date | Time |
| Medicare Working Past 65 | 04/12/2022 | 12:00 PM - 12:20 PM |
| Medicare Part D | 04/12/2022 | 1:00 PM - 1:20 PM |
| Medicare Working Past 65 | 04/14/2022 | 5:00 PM - 5:20 PM |
| Medicare Basics | 04/19/2022 | 10:00 AM - 11:00 AM |
How do I advertise a Medicare educational event?
10 rows · Join us at one of our upcoming virtual and/or in-person educational events to learn more about ...
What types of Medicare events can I hold?
Oct 08, 2021 · 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 do I need to know about Medicare educational event compliance?
Apr 18, 2022 · What Is An Educational Event In Medicare? An educational event can convey the benefits of Medicare Advantage, Prescription Drug, and other Medicare programs and should not have a marketing or selling purpose. What Type Of Events Must Be Reported To Unitedhealthcare?
Are there CMS guidelines for hosting an educational event for enrollees?
May 03, 2021 · Educational Events Medicare educational events are meant to inform prospective clients about medicare and its programs. During these events, all information must be generic. Otherwise, the event will be considered a marketing or sales event. Advertising for educational events is more open than advertising for a sales event.
Which activities are permitted at an educational event Medicare?
Medicare Educational event rules: advertising 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.Jan 7, 2021
How are Medicare events categorized?
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.Oct 7, 2021
Can you provide meals at Medicare educational events?
You can still provide food and snacks at educational events, but you are also allowed to provide meals.Jun 14, 2017
Do educational events need to be reported to United Healthcare?
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 describes the purpose of educational events?
Which describes the purpose of educational events? Educational events provide objective information about the Medicare program and/or health improvement and wellness.
What is Medicare informal event?
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 can you do at an educational event?
Let's start with what you should do at an educational event:Answer questions from those attending the event.Give out your business card and contact information.Provide refreshments and snacks that qualify as nominal gifts according to CMS.Hand out objective materials on Medicare programs.More items...•Jun 15, 2020
What must appear on advertisements for educational events?
All educational events must be explicitly marketed as “educational” to beneficiaries. Educational event advertisements and invitations must also contain the following disclaimer: “For accommodations of persons with special needs at meetings call
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.
Which of the following must you not do when marketing UnitedHealthcare Medicare?
As an agent, you must not do which of the following when marketing UnitedHealthcare Medicare Advantage plans to consumers? Use providers or provider groups to distribute printed information comparing benefits of different health plans without approval.
Which of these is a requirement for enrolling in the UnitedHealthcare SCO plan?
UnitedHealthcare Senior Care Options (UnitedHealthcare SCO) is available to people who are 65 and older. You must be entitled to Medicare Part A and enrolled in Medicare Part B and MassHealth Standard to enroll in our Medicare Advantage Special Needs Plan. You also need to live in the service area.
Which of the following is not considered unsolicited contact with a Medicare eligible consumer?
Which of the following is not considered unsolicited contact with a Medicare eligible consumer according to CMS regulations and UnitedHealthcare's rules, policies, and procedures? Mailing a marketing brochure to the consumer via postal mail.
What Is A Sales Event Or Appointment
Sales events and appointments are defined as gatherings where a person or groups of people will be swayed towards a specific plan or plans.
What To Do Before A Sales Event Or Appointment
Before sales events or appointments, agents must get approval from CMS. They must get the event and any materials used during the event approved.
Educational Events
Medicare educational events are meant to inform prospective clients about medicare and its programs. During these events, all information must be generic. Otherwise, the event will be considered a marketing or sales event.
Medicare Basics
Covers the top 5 most frequently asked questions: What is Medicare? When and how do I enroll? Am I eligible and Special Enrollment Periods.
Working Past 65
Identifies key dates, timelines and actions you need to take when working past 65 and enrolling in Medicare.
Part D Prescription Drugs Plans
Covers the importance of understanding all aspects of Part D enrollment, from tiers and formularies to avoiding late enrollment penalties.
Original Medicare versus Medicare Advantage
Understanding the difference between Original Medicare and Medicare Advantage to determine which option best meets your needs.
Medicare Annual Enrollment – What You Need To Know
Explores what the Annual Enrollment Period is, how it can impact you and specifically what changes you can make to your Medicare benefits.
What is an educational event?
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 or collecting applications. That’s what a sales event is for.
How much notice do you need to give for a cancellation?
If you have to cancel an event, there are best practices you should be aware of. You should strive to give your attendees at least 48 hours notice of the cancellation. Along with the following best practices, you should follow up with your carriers as they may have specific requirements regarding event cancelation.
What is SOA in business?
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. They may be able to help hand out materials, or even speak to your audience about a specific product.
Can you compare a carrier plan to another?
Compare one carrier’s plan to other by name without first getting written consent from all carriers involved in the comparison or without having careful studies or statistical data to back up comparisons.
