What qualifies as an educational event for Medicare?
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 types of Medicare events can I hold?
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?
Can I hold a virtual Medicare educational event?
Jan 07, 2021 · Educational events are intended to inform people about Medicare and Medicare programs. This can include Medicare Advantage, Medicare supplement and Part D plans. It cannot be plan specific or intended to steer or sell someone something.
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
Do educational events need to be reported to United Healthcare?
UnitedHealthcare policy requires that all events, educational and/or marketing/sales (including formal and informal), be reported to UnitedHealthcare prior to any advertising and no less than 7 calendar days before the date of the event.
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.Oct 7, 2021
Can meals 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.Jun 14, 2017
What 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 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.Mar 19, 2021
What are formal and informal events?
Formal and informal events are held on different days at different times. Most formal events, like executive dinner parties, conferences and exhibitions, are held on weekdays while informal ones are scheduled on weekends. This rule, however, does not apply to all types of events.Dec 4, 2013
Which of the following best describes the purpose of Event observation?
Which of the following best describes the purpose of event observation? An oversight activity where an individual evaluates an event as a means to ensure the information provided by the agent was accurate and compliant. Which of the following activities conducted at a marketing/sales event is not compliant?
What is a formal event?
When you have a formal event, it's usually connected to a ceremony. People come dressed in clothing that is formal with a certain protocol. Usually these types of events have a specific guest list. When you have an informal event, usually it doesn't adhere to event protocols and a formal dress code.Aug 3, 2017
What statement 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 the definition of abuse in Medicare?
Abuse describes practices that may directly or indirectly result in unnecessary costs to the Medicare Program. Abuse includes any practice that does not provide patients with medically necessary services or meet professionally recognized standards of care.
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.
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 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.
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 ...
When do you have to fill out a registration form?
In most cases they will require you to fill out a form detailing your event. You will normally be required to submit the registration the month prior to the event, so make sure you understand the timeline of the requirements before setting an event date.
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.
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, ...
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.
