Module 4-Marketing Medicare Advantage and Part D Plans 1 ...Module 4-Marketing Medicare Advantage and Part D Plans 1. Module 4-Communications and Marketing Rules for Medicare ... 1.57

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Module 4-Marketing Medicare Advantage and Part D Plans

1. Module 4-Communications and Marketing Rules for Medicare

Advantage and Part D Plans

1.1 Communications and Marketing Rules for Medicare Advantage and

Part D Plans


1.2 Navigation Instructions


1.3 Terms and Conditions


1.4 LEARNING OBJECTIVES


1.5 Training Roadmap: Part 1


1.6 Regulation of materials and activities that discuss and/or promote

Medicare Health Plans and Part D Plans


1.7 What are Communications?


1.8 What is Marketing?


1.9 Regulation of Marketing Activities in General


1.10 What are Marketing Activities?


1.11 What are Marketing Activities - Case Study


1.12 Regulation of Marketing Materials


1.13 What are Marketing Materials? Format


1.14 What Materials are not Marketing Materials?


1.15 What are Examples of Marketing Materials?


1.16 What are Examples of Materials that ARE NOT Marketing Materials


1.17 Regulation of Communications Materials and Activities


1.18 Medicare Marketing and Communications Rules


1.19 Medicare Communications and Marketing Rules: Plan Marketing

Representatives


1.20 Plan Marketing Representatives - Case Study


1.21 Medicare Communications and Marketing Rules: Marketing

Representatives - State Licensure


1.22 Marketing Representatives - State Licensure Case Study


1.23 Medicare Communications and Marketing Rules: Marketing

Representatives Training


1.24 Permitted Marketing Representative Activities


1.25 Unsolicited Contacts


1.26 Unsolicited Contacts, Continued


1.27 Unsolicited Contacts Example


1.28 Unsolicited Contacts: Permitted


1.29 Unsolicited Contacts: Permitted, continued


1.30 Unsolicited Contacts: Additional Information


1.32 Medicare Communications and Marketing Rules


1.33 Medicare Communications and Marketing Rules: Marketing and

Educational Events


1.34 Medicare Communications and Marketing Rules: Sales Events


1.35 Medicare Communications and Marketing Rules: Sales Events,

continued


1.36 Medicare Communications and Marketing Rules: Educational Events


1.37 Medicare Communications and Marketing Rules: Educational Events


1.38 Medicare Communications and Marketing Rules: Educational Events,

Permitted Activities



Permitted Activities, continued



Impermissible Activities


1.42 Medicare Communications and Marketing Rules: Marketing at

Individual Appointments


1.43 Medicare Communications and Marketing Rules Individual

Marketing Appointments


1.44 Medicare Communications and Marketing Rules Individual

Marketing Appointments, continued


1.45 Required Practices: Scope of Appointment


1.46 Required Practices: Scope of Appointment, continued


1.47 Scope of Appointment: Documentation


1.48 Required Practices: SOA Marketing Activities


1.49 Required Practices: SOA Marketing Activities, continued


1.51 Telephone Marketing


1.52 Outbound Calls


1.53 Marketing to Establish a New Relationship vs. to Current Clients


1.55 Other Marketing: General Audience and E-mail


1.56 General Audience Marketing


1.57 Use of E-mails and Social Media to Market


1.58 Use of Social Media to Market


1.60 Required and Prohibited Marketing Practices: Required Practices


1.61 Required Practices: Marketing Activities


1.62 Required Practices: Marketing & Non-Health Related Activities


1.63 Required Practices: Marketing & Non-Health Related Activities,

continued


1.64 Required Practices: Required Materials with an Enrollment Form


1.65 Required Practices: Required Materials at the Time of Enrollment


1.66 Required Practices: Plan Ratings


1.67 Required Practices: Plan Ratings, continued










1.72 Required Practices: Out-of-Network/Non-Contracted Providers


1.74 Required and Prohibited Marketing and Communications Practices:

Prohibited Practices


1.75 Prohibited Practices: Marketing and Communications Materials and

Activities



Activities, continued


















Activities


1.83 Prohibited Practices: Inducements


1.84 Light Snacks versus Prohibited Meals


1.85 Prohibited Practices: Examples


1.86 Promoting Health Plans During the Open Enrollment Period


1.87 Promoting Health Plans During the Open Enrollment Period


1.88 Beneficiary Referrals


1.90 Promotional Activities


1.91 Promotional Activities: Nominal Gifts


1.92 Promotional Activities: Drawings, Prizes, Giveaways


1.94 Marketing to Current Enrollees


1.95 Marketing Activities: Current Enrollees


1.96 Marketing in a Health Care Setting


1.97 Marketing Activities: Marketing in a Health Care Setting


1.98 Marketing Activities: Marketing in a Long-term Care Facility


1.99 Marketing Activities: Example


1.101 Marketing to Employer/Union Groups


1.102 Marketing to Employer/Union Groups


1.103 Oversight and Enforcement


1.104 Oversight and Enforcement: By Plans


1.105 Oversight and Enforcement: By Plans, Continued


1.106 Oversight and Enforcement: By CMS


1.108 Marketing Representative Compensation


1.109 Marketing Representative Compensation: Compensation Defined


1.110 Compensation Example


1.111 Marketing Representative Compensation: Applicability of Rules


1.112 Marketing Representative Compensation: When Compensation May

Be Paid


1.113 Marketing Representative Compensation: Applicable Amounts


1.114 Marketing Representative Compensation: Applicable Amounts,

continued


1.115 Marketing Representative Compensation: Limits on Amount of

Compensation



Compensation (General Rule)



Compensation, continued


1.118 Marketing Representative Compensation: Exception to pro rata

payment rule


1.119 Marketing Representative Compensation: Rapid Disenrollment


1.120 Marketing Representative Compensation: Rapid Disenrollment,

continued


1.121 Frequently Asked Questions


1.122 Frequently Asked Questions (FAQ) #1












1.129 For More Information


1.130 THANK YOU

Documents

Module 4-Marketing Medicare Advantage and Part D Plans 1 ...Module 4-Marketing Medicare Advantage and Part D Plans 1. Module 4-Communications and Marketing Rules for Medicare ... 1.57