What are the unsolicited contact rules for Medicare?
CMS has strict guidelines around contacting Medicare beneficiaries. In general, you can't market through unsolicited direct contact. (Often referred to as cold calling and includes going door-to-door.) Referred beneficiaries must contact you or the plan directly.
What is contact form permission?
The Medicare Permission to contact form (goes by acronym PTC) is different than a scope of appointment. A PTC form allows you to contact the prospect via phone or in person. Cold calling prospects for Medicare Advantage and Medicare part D plans is a violation of CMS rules.
Can you email a Medicare beneficiary?
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.
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.
Can I call Medicare on behalf of someone else?
You can either give verbal permission over the phone for the customer service representative to speak with someone else on your behalf, or fill out an authorization form in advance.
Which of the following is not considered unsolicited contact with a Medicare eligible?
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.
What are the rules for Medicare?
Generally, Medicare is available for people age 65 or older, younger people with disabilities and people with End Stage Renal Disease (permanent kidney failure requiring dialysis or transplant). Medicare has two parts, Part A (Hospital Insurance) and Part B (Medicare Insurance).
When can telephonic contact with a Medicare consumer be made?
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 do plans using the CSNP pre enrollment verification process have to verify the qualifying chronic condition until they must deny the enrollment request?
How long do plans using the CSNP pre-enrollment verification process have to verify the qualifying chronic condition until they must deny the enrollment request? Within 21 days of the request for additional information or the end of the month in which the enrollment request is made (whichever is longer).
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.