Can I provide food at my Medicare marketing and sales events?
Can I Provide Food at My Medicare Marketing and Sales Events? Yes, but it depends on the food. Brokers are allowed to provide “refreshments and light snacks” at marketing and sales events. However, brokers are not allowed to provide (or pay for) meals.
What types of Medicare events can I hold?
In general there are 2 types of Medicare Events you can hold, Educational Events and Sales Events. The educational event is meant for you to share information, and answer any questions your prospects or their care-givers may have.
Can brokers provide meals at sales events?
Yes, but it depends on the food. Brokers are allowed to provide “refreshments and light snacks” at marketing and sales events. However, brokers are not allowed to provide (or pay for) meals. You will have be diligent and use your best judgement on the food you provide.
What makes an educational event Medicare compliant?
First, the event must meet the Centers for Medicare and Medicaid Services’ (CMS) strict definition of an educational event. To meet CMS’ definition, the event must be designed to inform beneficiaries about Medicare Advantage, Part D Prescription Drug Coverage, or another Medicare program.
What services are excluded from Medicare?
Some of the items and services Medicare doesn't cover include:Long-Term Care. ... Most dental care.Eye exams related to prescribing glasses.Dentures.Cosmetic surgery.Acupuncture.Hearing aids and exams for fitting them.Routine foot care.
Can food be provided at a Medicare educational event?
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. If you'd like to provide meals at an educational event, here are a few additional rules you must follow.
What actions are prohibited during marketing sales events?
Cannot send unsolicited text messages and leave voicemail messages. May call or visit beneficiaries who attended a marketing/sales event prior permission is given and documented. Cannot approach beneficiaries in common areas (i.e. parking lots, hallways, lobbies, sidewalks).
Which item is not covered by Medicare Part A?
Part A does not cover the following: A private room in the hospital or a skilled nursing facility, unless medically necessary. Private nursing care.
Which activities are permitted at an educational Medicare event?
You may do the following at the conclusion of your educational event: Distribute business cards and contact information so beneficiaries can contact you at a later date. Complete and collect Scope of Appointment (SOA) forms. Set up marketing appointments.
What is an informal marketing sales event for Medicare?
Informal sales events are held in a less structured style or in a less formal environment. And, typically utilizes a table, kiosk, or a recreational vehicle (RV) staffed by a plan representative who can discuss plan products. Remember, beneficiaries must approach agents first.
Which of the following must you not do when marketing UnitedHealthcare Medicare?
Mailing a marketing brochure to the consumer via postal mail. 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 is considered by CMS to be a sales and marketing event?
What Does CMS Consider a Sales Event or Appointment? An activity will be considered a sales event or appointment if it is designed to persuade potential enrollees to choose a specific plan (or set of plans), according to CMS.
Which of the following is not considered unsolicited contact with a Medicare eligible consumer?
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 is not covered with Medicare Part A quizlet?
Medicare Part A covers 80% of the cost of durable medical equipment such as wheelchairs and hospital beds. The following are specifically excluded: private duty nursing, non-medical services, intermediate care, custodial care, and the first three pints of blood.
Which of the following services is not covered under Medicare Part B?
But there are still some services that Part B does not pay for. If you're enrolled in the original Medicare program, these gaps in coverage include: Routine services for vision, hearing and dental care — for example, checkups, eyeglasses, hearing aids, dental extractions and dentures.
Which of the following is not true about Medicare?
Which of the following is not true about Medicare? Medicare is not the program that provides benefits for low income people _ that is Medicaid. The correct answer is: It provides coverage for people with limited incomes.
During Educational Events on Medicare Choices
Here are some examples of phrases that you can’t say throughout educational events…
During Sales Events for Medicare Plans
Here are some examples of phrases you can’t say throughout sales events…
During Both Types of Events
Finally, here are some examples of phrases you can’t say throughout both educational and sales events…
What are the two types of events that Medicare can hold?
In general there are 2 types of Medicare Events you can hold, Educational Events and Sales Events. The educational event is meant for you to share information, and answer any questions your prospects or their care-givers may have. An educational event is not intended for sales activities like distributing plan specific marketing materials ...
What are the two types of Medicare sales events?
There are 2 different types of Medicare Sales Events: Formal and Informal. Let’s start by defining the 2 types.
What is Medicare Educational Event?
A Medicare Educational Event gives agents an opportunity to get in front of prospects and their caregivers who are looking to learn about Medicare, Medicare Advantage, Part D and other Medicare related programs.
What to do if you want to grow your Medicare client base?
If you’re looking to grow your Medicare Client base then you will eventually want to consider hosting a Medicare Sales Event or an Educational Event.
How much notice do you need to give for a cancellation?
If you have to cancel an event, there are best practices you should be aware of. You should strive to give your attendees at least 48 hours notice of the cancellation. Along with the following best practices, you should follow up with your carriers as they may have specific requirements regarding event cancelation.
How long do you have to stay at a venue after the start time?
You or your rep must remain their until at least 30 min. after the original start time.
What is an informal sales event?
Informal Sales Event: In this type of sales event an agent would offer plan specific information only by request while at a table, booth, kiosk, or RV.
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 ...
What is the nominal gift requirement for MMG?
Any meals provided must comply with the nominal gift required listed in MMG section 70.1.1, meaning that any meal provided (whether to a group or an individual) cannot exceed a nominal value per person. (e.g., if you scheduled an event with 20 attendees, and you are planning to provide meals for each person and spend $300 on the meals in total; the value of each meal, per anticipated attendee, is a nominal $15.
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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.
What is a CMS event?
To meet CMS’ definition, the event must be designed to inform beneficiaries about Medicare Advantage, Part D Prescription Drug Coverage, or another Medicare program. The event cannot include any marketing. For example, a broker cannot advise, or try to advise, potential beneficiaries toward a specific plan or a set number of plans.
Can I provide food at a Medicare event?
Can I Provide Food at My Medicare Marketing and Sales Events? Yes, but it depends on the food. Brokers are allowed to provide “refreshments and light snacks” at marketing and sales events. However, brokers are not allowed to provide (or pay for) meals.
What are the two types of marketing events under Medicare?
There are two main types of Marketing/Sales events under Medicare regulations – Formal and Informal . 1- Formal marketing/sales events are typically structured in an audience/presenter style with a salesperson or plan representative formally providing specific plan sponsor information via a presentation on the products being offered.
Can educational events be advertised as sales?
Educational events ARE NOT marketing/sales events and can only be advertised as educational.
Is an educational event a sales event?
Educational events may not include any sales activities such as the distribution of marketing materials or the distribution or collection of plan applications. Educational events must be explicitly advertised as “educational,” otherwise they will be considered by CMS as sales/marketing events.
What is the purpose of a Medicare sales event?
The purpose of a Medicare sales or marketing event is to get potential enrollees interested in a particular plan or a limited number of plans. To help solicit enrollments, CMS allows you to discuss plan-specific information (such as premiums, copays, etc.) and distribute and/or collect enrollment applications.
Why do you need to communicate in Medicare sales?
Because such activities are the nature of a Medicare sales event, you must communicate this in any marketing material you create (such as ads and invitations) to promote the upcoming event.
How to advertise a sales event?
Compliantly advertising your sales event is half of the journey. To make it all the way, here are the activities you shouldn’t do during events for existing clients and prospective enrollees: 1 Don’t give attendees the impression that providing any contact information is necessary. You must clearly state on the event sign-in sheet that providing any personal contact information is optional. 2 Don’t use personal contact information provided by raffle participants for any other purpose besides to notify them of any winnings. 3 Don’t conduct health screenings or other similar activities that could give the impression of “cherry picking.”
Do you need to provide contact information for a sales event?
Of course, you want lots of people to come to your sales event. But do not require beneficiaries to provide contact information (such as an email address) as a prerequisite for attending the event or as a condition to RSVP online or through mail.
Can you use personal contact information for raffles?
Don’t use personal contact information provided by raffle participants for any other purpose besides to notify them of any winnings.
Is advertising a sales event a part of the journey?
Compliantly advertising your sales event is half of the journey. To make it all the way, here are the activities you shouldn’t do during events for existing clients and prospective enrollees:
What is the difference between Medicare educational and sales events?
Remember, one of the key differences between Medicare educational and sales events are educational events are only to inform, not to sell.
Does AGA cover co-op?
If you are looking to put on any sales or educational events, be sure to enroll in AGA’s Co-op program so you can get half the costs covered.
Can you send out flyers through email?
When marketing sales events, it is acceptable to send information out through conventional mail, print advertisements, email and digital marketing. Also, If you do decide to contact potential enrollees through email there must be an “opt-out” function. To this end, you cannot distribute flyers or leaflets directly to potential enrollees in a common area, leave them on doorsteps or in mailboxes when it has not been processed through the post office.