what sales marketing medicare events need to be reported to uhc

by Cortez Lubowitz Published 3 years ago Updated 2 years ago

Report all Educational and/or Marketing Sales events to UnitedHealthcare. Recognize all events; including educational events are subject to be secret shopped. Agents Must Not

Full Answer

When must an event be reported to UHC?

15 rows · Oct 07, 2021 · 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. Provide refreshments or light snacks (e.g., coffee, soda, fruit, crackers) 3. Give away cash or other monetary rebates.

What are the regulations for marketing a Medicare sales event?

Jun 25, 2015 · Educational events ARE NOT marketing/sales events and can only be advertised as educational. Educational events are events designed to inform Medicare beneficiaries about MA, Prescription Drug or other Medicare programs, but do not steer, or attempt to steer potential enrollees toward a specific plan or limited number of plans. Educational events may not …

How do insurance brokers get CMS approved for sales events?

Mar 01, 2018 · Brokers Must Avoid These Activities During an Event or Appointment. The following activities are prohibited during sales events and appointments. Conducting health screenings and similar activities that give the impression of “cherry-picking”. Require enrollees to provide their contact information before they can attend a sales event.

What are the marketing guidelines for Medicare Advantage?

Jun 28, 2013 · 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). The Guidelines are for use by Medicare Advantage Plans (MAs), Medicare Advantage Prescription Drug ...

When Must marketing sales event be reported to UHC?

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 type of events must be reported to UnitedHealthcare?

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.

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.

Which of the following must you not do when marketing UnitedHealthcare Medicare Advantage?

Mailing a marketing brochure to the consumer via postal mail. 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.

What is a formal marketing sales event?

Formal marketing/sales events are structured events of an audience and presenter style with a salesperson providing plan-specific information via CMS and Carrier-approved sales presentations, talking points (if applicable), and marketing materials.

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.

What are UHC event cancellation reporting rules?

Event cancellations using this submission method must be submitted at least 6 business days before the event date. Advertised events cancelled less than 7 calendar days before the event date must send a UnitedHealthcare representative at the originally scheduled event date and time.Jan 1, 2021

When marketing UnitedHealthcare Medicare Advantage plans to consumers which of the following must an agent do?

The individual must be legally authorized in the state in which the consumer resides to act on behalf of the consumer (e.g., Power of Attorney). Advantage plans to consumers, which of the following must an agent do? Provide current marketing materials that have been approved by CMS and UnitedHealthcare.

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.Mar 1, 2018

Which of the following must a consumer have to be eligible to enroll in UnitedHealthcare SCO?

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 individuals below would not likely have the authority to enroll a consumer in a Medicare Advantage plan?

Which of the consumers below would not likely have the authority to enroll a consumer in a Medicare Advantage Plan? The Consumer's spouse, who is neither a Power of Attorney or legal guardian.

Which of the following are the ways to report potential FWA select 2 UHC?

You can report FWA concerns to UnitedHealthcare online on uhc.com/fraud or by calling 844-359-7736. You can report other Compliance & Ethics Concerns to UnitedHealthcare online at [email protected] or by calling 800-455-4521.

Can educational events be advertised as sales?

Educational events ARE NOT marketing/sales events and can only be advertised as educational.

Is an educational event a sales event?

Educational events may not include any sales activities such as the distribution of marketing materials or the distribution or collection of plan applications. Educational events must be explicitly advertised as “educational,” otherwise they will be considered by CMS as sales/marketing events.

What is a formal sales event?

1- Formal marketing/sales events are typically structured in an audience/presenter style with a salesperson or plan representative formally providing specific plan sponsor information via a presentation on the products being offered.

Who is responsible for submitting sales and marketing items to CMS for approval?

The insurance company is then responsible for submitting those sales and marketing items to CMS for approval. Once the company has received approval from CMS, it will notify the brokers that they may start using their sales materials.

Who is responsible for submitting sales scripts to CMS?

Before brokers conduct sales events or appointments, they must submit all sales scripts and presentations to the insurance company they represent. The insurance company is then responsible for submitting those sales and marketing items to CMS for approval.

What is sales event?

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. The inclusion of plan-specific information, sales techniques, and the collection of applications differentiate these events from educational events.

Can brokers educate clients during sales events?

The inclusion of plan-specific information, sales techniques, and the collection of applications differentiate these events from educational events. Brokers can still educate their clients during a sales event or appointment, but they will still have to follow CMS’ rules for sales events and appointments.

What is the responsibility of an insurance broker before a sales event?

Before brokers conduct sales events or appointments, they must submit all sales scripts and presentations to the insurance company they represent. The insurance company is then responsible for submitting those sales and marketing items to CMS for approval. Once the company has received approval from CMS, it will notify the brokers ...

What are the activities that are prohibited during sales events?

The following activities are prohibited during sales events and appointments. Conducting health screenings and similar activities that give the impression of “cherry-picking”. Even requiring an email, phone number, or address before an individual can RSVP for an event online or through mail is prohibited.

What can a broker do during an appointment?

Brokers are allowed to do the following during a sales event or appointment. Educate potential enrollees. Discuss plan-specific information. Collect plan applications.

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.

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.

Does CMS require educational events to be advertised?

Advertising the Event. 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:

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.

Can an agent require an attendee to provide contact information?

An agent cannot require an attendee to provide contact information as a requirement in order to attend a sales event. When the event is marketed as educational, ensure all guidelines for educational events are followed. When conducting a sales event, adhere to the guidelines for marketing/sales events and appointments.

What is 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. Conducting any type of sales activities such as distributing marketing materials or distributing/collecting applications is strictly prohibited. ...

Medicare Blog