When can telephonic contact with a Medicare eligible consumer be made? A) When the consumer consented to be contacted for sales activities, subsequent telephonic contact has not yet occurred, and the permission has not yet expired.
Can a Medicare agent contact potential enrollees via email?
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.
When does permission to contact for Medicare Advantage and/or prescription drug plans expire?
answered In which of the following situations can telephonic contact be made with a Medicare eligible consumer? When confirming receipt of mailed information. When the consumer consented to be contacted for sales activities, subsequent telephonic contact has not yet occurred, and the permission has not yet expired.
Can a consumer elect to join a different Medicare Advantage plan?
Tìm kiếm các công việc liên quan đến When can telephonic contact with a medicare eligible consumer be made hoặc thuê người trên thị trường việc làm freelance lớn nhất thế giới với hơn 21 triệu công việc. Miễn phí khi đăng ký và chào giá cho công việc.
Where can I find the Medicare communications and marketing guidelines (MCMG)?
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. Julie, a consumer, is having difficulty understanding the information her agent, Victor, is presenting at her in-home appointment.
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.
Which of the following is not considered unsolicited contact with a Medicare eligible consumer according to CMS regulations?
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.Mar 19, 2021
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.
How Should agent Erin respond when consumer Mrs Rose notices that the presented MA plan has a star rating of 2 stars?
How should agent Erin respond when consumer Mrs. Rose notices that the presented MA Plan has a Star Rating of 2 Stars? Erin should tell Mrs. Rose that the plan has received a "Below Average" rating.
What is not considered unsolicited contact with a Medicare eligible consumer?
Unsolicited Contact: The Center for Medicare and Medicaid Services (CMS) states that agents cannot make direct unsolicited contact. This is anyone who has NOT given explicit permission to contact.Feb 28, 2019
Which of the following is not considered unsolicited contact with a Medicare eligible consumer according?
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.
Can you email Medicare prospects?
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. However, the email must have an opt-out option in order to remain compliant.Sep 9, 2021
What is permission to contact guidelines?
Specifically, the Medicare Permission to Contact (PTC) rule outlines when it is okay to contact a current or potential Medicare beneficiary, the specific products they are giving you permission to contact them for, how you can approach them, and when you can contact them.Mar 25, 2020
Which of the following must you not do when marketing UnitedHealthcare Medicare Advantage?
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.
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 activities are permitted at an educational event for 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
Can you enroll in a plan through a phone call?
You can only complete a telephone enrollment during an inbound call from a beneficiary. A beneficiary may initially call for plan information and then request to enroll, at which time you must confirm if the individual wants to proceed with enrollment.
Can you transfer a Medicare beneficiary to an inbound phone line?
Additionally, you can’t transfer the beneficiary to an inbound telephone line to complete the enrollment. In this situation, you can let the beneficiary know that Medicare only allows telephone enrollments via inbound calls. You can ask the beneficiary to call you. Another option is to set up a face-to-face meeting to provide application assistance.
Can Medicare enroll over the phone?
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.
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.
How far in advance do you need to record a scope of appointment?
As you may already know, in 2018, the Centers for Medicare and Medicaid Services (CMS) removed the requirement for SOAs to be recorded 48 hours in advance which means “same-day scopes” are compliant in any and all cases. Every face-to-face meeting requires a Scope of Appointment.
Can an agent hold a sales event immediately following an educational event?
Agents are now permitted to schedule and hold a sales event immediately following an educational event. The attendees must be made aware of a change from educational event to marketing event and given the opportunity to leave prior to the event beginning.
Do emails have to be opt out?
However, the email must have an opt-out option in order to remain compliant. Additionally, the content of any unsolicited email cannot intend to steer a recipient into choosing or retaining a plan. A compliant email would promote your services rather than any specific plans.
Can agents improvise their presentation?
Additionally, agents are allowed to improvise their delivery of the presentation and content they’d like to cover before accepting an application at a sales appointment. Now only “talking points” need to be submitted to CMS by the carriers, allowing agents the freedom to conduct a more interactive sales presentation.
Can an agent contact potential clients via email?
Due to a change reflected in the 2019 Medicare Communications and Marketing Guidelines (MCMG) and now updated in CFR 42, agents are permitted to make unsolicited direct contact with potential enrollees via email. However, the email must have an opt-out option in order to remain compliant. Additionally, the content of any unsolicited email cannot intend to steer a recipient into choosing or retaining a plan. A compliant email would promote your services rather than any specific plans.