Medicare beneficiaries may request to enroll in a plan over the phone when they make a call to you or during an outbound call from you. Depending on who initiated the call, your telephone enrollment activities are limited (MMG, Sections 80.2 and 80.3). There are different requirements for telephone contact, sales scripts, and sales activities.
When does permission to contact for Medicare Advantage and/or prescription drug plans expire?
When does Permission to Contact for Medicare Advantage and/or Prescription Drug Plans expire? 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.
How long does a consumer have to contact a BRC?
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. Agent Brenda is presenting Medicare Advantage plan options to her consumer, Melanie.
How do I conduct a Medicare-eligible consumer marketing appointment?
-Review and complete a SOA form with each Medicare-eligible consumer prior to the start of a personal/individual (e.g., in-home or telephonic) marketing appointment. -Review the Summary of Benefits. -Provide only those items from the plan's Enrollment -Guide that are most relevant to the consumer's situation.
Why can’t I make a Telephone Enrollment for a beneficiary?
CMS doesn’t allow telephone enrollments when you make an outbound call to a beneficiary—you can only verify eligibility for enrollment. Additionally, you can’t transfer the beneficiary to an inbound telephone line to complete the enrollment.
When can telephonic contact with a Medicare eligible consumer be made quizlet?
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. Agent Brenda is presenting Medicare Advantage plan options to her consumer, Melanie.
Which of the following is not considered unsolicited contact with a Medicare eligible consumer quizlet?
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.
Which of the following describes permission to contact guidelines?
Which of the following describes Permission to Contact guidelines? It is method specific (e.g., telephone, email), short term (i.e., expires when contact is made), and event specific (i.e., limited to the products identified).
Which of the following must you not do when marketing UnitedHealthcare Medicare Advantage or prescription drug plans to consumers quizlet?
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 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 election period runs from October 15 to December 7 and allows consumers to elect to join a Medicare Advantage plan or switch to a different plan?
annual open enrollment periodDuring the annual open enrollment period (October 15 – December 7), you can make a variety of changes, none of which involve medical underwriting: Switch from Medicare Advantage to Original Medicare or vice versa. Switch from one Medicare Advantage plan to another.
Is a scope of appointment required for a telephonic presentation?
Is a Scope of Appointment required for a telephonic presentation? To ease any stress that the SOA process may bring, you can choose a telephonic meeting. As a consumer, you can speak with your agent via telephone and consent to an oral agreement. Your phone recording will then serve as a Scope of Appointment.
Which of the following is an allowable form of contact for prospecting for Medicare Advantage clients?
Due to a change reflected in the 2019 MCMG and now in the Medicare Advantage & Part D Communication Requirements, agents are permitted to make unsolicited direct contact with potential enrollees via email.
What are CMS guidelines for referrals?
In a CMS compliant situation, you would 1) ask for referrals without mentioning any benefit to the enrollee and then 2) present a thank-you gift for the referrals he or she has provided. Second, the gifts you provide must be of a nominal value.
What of the following 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.
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.
Which of the following statements is true about a Medicare supplement insurance plan member who wants to enroll in an MA plan quizlet?
Which statement is true about members of a Medicare Advantage (MA) Plan who want to enroll in a Medicare Supplement Insurance Plan? The consumer must be in a valid MA election or disenrollment period.
How long does it take for a consumer to contact Bethany?
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. Consumer Gary gives his friend's telephone number and email address to agent Bethany.
What is an AEP in Medicare?
Only the marketing/sales events, both formal and informal. Annual Election Period (AEP) is a time when: Consumers can elect to join a Medicare Advantage Plan or switch to a different plan. Dino, an agent, received a phone call on September 29 from a consumer interested in Medicare Advantage plans for the new plan year.
What is the purpose of a provider group?
Use providers or provider groups to distribute printed information comparing benefits of different health plans without approval. As an agent, you have an obligation to only enroll a consumer in a product: That is suitable for the consumer's needs, goals and financial resources.