Medicare Blog

when can i call medicare beneficiaries to sell them another ma plan?

by Roscoe Schmidt Published 2 years ago Updated 1 year ago

When can a beneficiary that belongs to a Medicare Advantage MA plan switch to Original Medicare?

You can switch to a Medicare Advantage plan from Original Medicare during the Annual Enrollment Period each fall, October 15 through December 7. And depending on the Medicare Advantage plan you get, if you have a stand-alone Part D plan, you may no longer need it.

What circumstances allow a beneficiary to make changes to their Medicare coverage?

You can make changes to your Medicare Advantage and Medicare prescription drug coverage when certain events happen in your life, like if you move or you lose other insurance coverage. These chances to make changes are called Special Enrollment Periods (SEPs).

What can a beneficiary do during Ma OEP?

During this window, every Medicare beneficiary has the right to:
  • Start Medicare Advantage coverage.
  • Change Medicare Advantage plans.
  • Enroll in a Part D drug plan.
  • Change Part D drug plans.
  • Drop Medicare Advantage coverage and return to Original Medicare.
Sep 22, 2021

How do you market a Medicare Advantage plan?

Medicare Advantage Marketing to current patients
  1. Targeted mail and emails for patients 65+
  2. Reminders for current patients during open enrollment.
  3. Informational blogs and social media posts.
  4. Posters in your office.
  5. Referring patients to an informational page on your website with a lead capture.

How do I call Medicare?

What are the 4 phases of Medicare Part D coverage?

Throughout the year, your prescription drug plan costs may change depending on the coverage stage you are in. If you have a Part D plan, you move through the CMS coverage stages in this order: deductible (if applicable), initial coverage, coverage gap, and catastrophic coverage.Oct 1, 2021

What is considered unsolicited contact?

Unsolicited direct contact with a consumer that was not requested or initiated by the consumer is prohibited and includes in-person (e.g., door-to-door marketing), telephonic (e.g., outbound telemarketing), electronic (e.g., email, voicemail messages, text messages) solicitation.

What is Medicare MA OEP?

The Medicare Advantage Open Enrollment Period (MA-OEP) is another enrollment period allowing people currently enrolled in a Medicare Advantage plan (MAPD or MA) an opportunity to change Medicare Advantage plans - or drop their Medicare Advantage plan, return to original Medicare Part A and Part B coverage, and join a ...

Can I switch from PDP to Mapd during OEP?

Individuals enrolled in Original Medicare cannot use the OEP to join an MA or MAPD plan, add a PDP, or change their PDP. In addition, the OEP is not available to those enrolled in Medicare Savings Accounts or other Medicare health plan types (such as cost plans or PACE).

Can social media be used to promote Medicare Advantage plans?

Most carriers require that the agent set up a business page on social media rather than use their personal page. Agents CAN list the name and address of their business and indicate the type of products offered (e.g., Medicare Advantage, Prescription Drug Plans, Medicare Supplement insurance plans, etc.) offered.

When marketing Medicare Advantage plans What must an agent do?

Tell you where to find information about the plan (website, business cards, customer service number) Discuss different plan options. Provide and collect enrollment forms if you have the right to enroll.

Who approves Medicare marketing materials?

CMS
What is considered branded marketing material for Medicare? Branded material, by MMG definition, is any marketing material that contains a carrier and/or product information (e.g., plan name, plan costs/benefit information). CMS must approve these pieces.Jun 29, 2017

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