You can provide food and snacks at educational events, but you are also allowed to provide meals. If you would like to provide meals at educational events, however, there are additional rules that must be followed: The event must meet Centers for Medicare and Medicaid Services’ (CMS) strict definition of an educational event.
Full Answer
What types of Medicare events can I hold?
Oct 08, 2021 · Promoting Medicare Educational Events You can advertise these events via most forms of marketing, including newspaper and radio ads, flyers, and direct mailers. However, there are a couple guidelines you must follow when marketing educational events: All educational events must be explicitly marketed as “educational” to beneficiaries.
How do I advertise a Medicare educational event?
Jan 07, 2021 · 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.
Can I hold a compliant Medicare educational event?
Jun 26, 2017 · As far as educational events go, there is an exception to the rules mentioned above. You can provide food and snacks at educational events, but you are also allowed to provide meals. If you would like to provide meals at educational events, however, there are additional rules that must be followed: The event must meet Centers for Medicare and …
Which activities are permitted at an educational event?
Which activities are permitted at an educational event 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
What can be served at an educational event?
What About Educational Events? Educational events are the exception to the “meals” part of the rule above. You can still provide food and snacks at educational events, but you are also allowed to provide meals.Jun 14, 2017
What is an educational event for Medicare?
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 meals be provided at a Medicare educational event?
You can provide food at your Medicare Marketing and Sales Event, however, you are only allowed to provide “refreshments and light snacks.” You are not allowed to provide (or pay for) meals.
Is conducting an event that has been advertised as educational which activities are permitted at an educational event?
Which activities are permitted at an educational event? Displaying and distributing business cards and lead cards, scheduling one-on-one marketing appointments, and obtaining scope of appointment forms.
Do educational events need to be reported to United Healthcare?
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 describes the purpose of educational events?
Which describes the purpose of educational events? Educational events provide objective information about the Medicare program and/or health improvement and wellness.
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.Oct 7, 2021
Can you display and distribute Medicare Advantage enrollment guides at an educational event?
During educational events, you may not discuss any specific plans, or benefits, and you may not distribute any enrollment forms or carrier marketing materials.Jun 15, 2020
What is a scope of appointment form for Medicare?
The Scope of Appointment is a federally required form used to document an appointment between an insurance agent and a Medicare beneficiary to ensure that no other types of products are discussed outside of what the beneficiary originally requested.Apr 28, 2020
Which of the following elements does not need to be entered on the new event request form when reporting a new event UHC?
Which of the following elements does not need to be entered on the NEW Event Request Form when reporting a new event? The event venue manager/contact person. Which of the following statements regarding UnitedHealthcare's event cancellation reporting rules is true?
What types of events must an agent report to UnitedHealthcare?
-Agents must report formal and informal marketing/sales events only to UnitedHealthcare.
What is Medicare educational event?
Medicare educational events are an excellent way to gain the trust, and referral information, of enrollees in attendance. But before you host, present at, or attend an educational event for enrollees, there are some CMS guidelines (Medicare Communication & Marketing Guidelines, Section 50.1) you will have to follow.
Does CMS require educational events?
If you are hosting or reaching out to enrollees for an educational event, CMS requires you to explicitly market the event as “educational.”. Remember that an educational event does not include any of the following sales activities: Distributing marketing materials and any material with plan-specific information (such as plan-specific premiums, ...
How to advertise Medicare educational events?
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.
What can you not do at a marketing event?
Hand out or take applications or other plan specific information- (This is a marketing event) Give away cash prizes. Provide or take enrollment forms.
Is Medicare a straight forward event?
Medicare educational event rules are fairly straight forward. There has not been many modifications of them from 2020 to 2021 which makes things a bit easier. We will go over the basics below and point out the key things you need to be aware of when hosting one.
Is Medicare Advantage plan specific?
This can include Medicare Advantage, Medicare supplement and Part D plans. It cannot be plan specific or intended to steer or sell someone something. If you are going to be presenting any company specific plan information, you are holding a marketing event and not an educational event. Medicare Educational event rules: advertising.
Do all carriers require an educational event registration?
The short answer is “yes”. Not all carriers require educational event registration but many of the do. As a result, it would be wise to register them either through your FMO or directly with the carrier. Online Enrollment- Enroll prospects online without the need for a face to face appointment.
What are Medicare marketing guidelines?
The Medicare Marketing Guidelines provide guidance on the do’s and dont’s of providing food and drinks at Medicare events. Before you call a caterer, you will want to ensure you are adhering to the Medicare Marketing Guidelines (MMG) for providing food and refreshments at Medicare events. You do not have to flip through ...
Can you provide food at a Medicare event?
You can provide food at your Medicare Marketing and Sales Event, however, you are only allowed to provide “refreshments and light snacks.”. You are not allowed to provide (or pay for) meals. You will have to use your best judgment on the food you provide.
Market The Event as ‘Educational’ to Enrollees
Respond to Questions, But Avoid Plan Specifics
- This is where it may become a bit difficult for a broker at an educational event. You are allowed to answer questions that enrollees ask you. Remember, your goal at this event is to educate seniors on their options rather than upsell specific plans. While your answers should avoid including plan specifics, it may be difficult to sidestep direct questions about benefits, premiums, or copays. If …
Set Up Future Marketing Or Sales Appointments
- You may do the following at the conclusion of your educational event: 1. Distribute business cards and contact information so beneficiaries can contact you at a later date. 2. Complete and collect Scope of Appointment (SOA) forms. 3. Set up marketing appointments.
Read More Medicare Marketing Guidelines from Excelsior
- Visit Excelsior’s online resource center, where we’ve broken down each broker-focused MCMG rule. The topics range from where brokers can host educational events to proper activities at sales events and appointments. To learn more about the Excelsior team and how we can help you, contact us. Note: For the most current information, see the CMS Medicare Marketing Guidelines.