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
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1.2 Navigation Instructions
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1.3 Terms and Conditions
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1.4 LEARNING OBJECTIVES
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1.5 Training Roadmap: Part 1
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1.6 Regulation of Marketing and Communication - In General
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1.7 Medicare Marketing and Communications Rules
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1.8 What is Marketing?
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1.9 What is Communication?
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1.10 Regulation of Communications Materials
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1.11 Regulation of Communications Activities
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1.12 What are Examples of Communication Only Materials
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1.13 What are Communications Activities - Case Study
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1.14 Regulation of Marketing Materials in General
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1.15 What are Examples of Marketing Activities?
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1.16 What are Examples of Marketing Materials?
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1.17 Regulation of Marketing Materials
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1.18 Rules That Apply to all Communication and Marketing Materials and Activities
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1.19 Applicability of Medicare Communications and Marketing Rules to Marketing Representatives
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1.20 Requirements to Act as Plan Marketing Representatives
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1.21 Marketing Representatives - State Licensure Case Study
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1.22 Marketing and Communication Prohibitions- Unsolicited Contacts
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1.23 Unsolicited Contacts, Continued
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1.24 Unsolicited Contacts Example
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1.25 Permitted Contacts
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1.26 Permitted Contacts, continued
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1.27 Rules Related to Sales and Educational Events
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1.28 Marketing and Educational Events
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1.29 Medicare Communications and Marketing Rules: Sales Events
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1.30 Sales Events, Prohibited Activity
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1.31 Light Snacks Versus Meals
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1.32 Educational Events
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1.33 Educational Events, Permitted Activities
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1.34 Educational Events, Impermissible Activities
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1.35 Gifts and Promotional Items
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1.36 Gifts and Promotional Items, Continued
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1.37 Promotional Activities: Drawings, Prizes, Giveaways
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1.38 Marketing at Individual Appointments
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1.39 What are Individual Marketing Appointments?
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1.40 Required Practices: Scope of Appointment
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1.41 Required Practices: Scope of Appointment, continued
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1.42 Scope of Appointment: Documentation
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1.43 Individual Marketing Appointments, Allowed Activities
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1.44 Individual Marketing Appointments, Prohibited Activities
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1.45 Marketing: General Audience and E-mail
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1.46 General Audience Marketing
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1.47 Use of Social Media to Market
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1.48 Social Media Example
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1.49 Required and Prohibited Marketing Practices
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1.50 Required Practices: Marketing Activities
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1.51 Required Practices: HIPAA and Confidentiality of Enrollee Information
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1.52 Required Practices: Marketing & Non-Health Related Activities
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1.53 Accessing and Using Certain Plan Materials
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1.54 Required Materials with an Enrollment Form
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1.55 Plan Ratings: Backgrounds
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1.56 Plan Ratings - Required Practices
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1.57 Required Practices: Plan Ratings- Prohibitions
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1.58 Required and Prohibited Marketing and Communications Practices: Prohibited Practices
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1.59 Prohibited Practices: Marketing and Communications Materials and Activities
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1.60 Prohibited Practices: Marketing and Communications Materials and Activities, continued (#1/6)
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1.61 Prohibited Practices: Marketing and Communications Materials and Activities, continued (#2/6)
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1.62 Prohibited Practices: Marketing and Communications Materials and Activities, continued (#3/6)
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1.63 Prohibited Practices: Marketing and Communications Materials and Activities, continued (#4/6)
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1.64 Prohibited Practices: Marketing and Communications Materials and Activities, continued (#5/6)
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1.65 Prohibited Practices: Marketing and Communications Materials and Activities, continued (#6/6)
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1.66 Prohibited Practices: Examples
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1.67 Open Enrollment Period- Marketing Prohibitions
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1.68 Promoting Health Plans During the Open Enrollment Period
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1.69 Soliciting Beneficiary Referrals
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1.70 Marketing in a Health Care Setting
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1.71 Marketing Activities: Marketing in a Health Care Setting
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1.72 Marketing Activities: Marketing in a Long-term Care Facility
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1.73 Marketing Activities in a Health Care Setting: Example
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1.74 Marketing to Employer/Union Groups
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1.75 Marketing to Employer/Union Groups
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1.76 Oversight and Enforcement of Marketing Requirements
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1.77 Plan Oversight and Enforcement
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1.78 Plan Oversight and Enforcement: continued
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1.79 Marketing Representative Compensation
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1.80 Marketing Representative Compensation: Compensation Defined
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1.81 Compensation Example
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1.82 Marketing Representative Compensation: Applicability of Rules
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1.83 Marketing Representative Compensation: When Compensation May Not Be Paid
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1.84 Compensation Example
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1.85 Marketing Representative Compensation: Applicable Amounts
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1.86 Marketing Representative Compensation: Applicable Amounts, continued
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1.87 Marketing Representative Compensation: Limits on Amount of Compensation
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1.88 Marketing Representative Compensation: Limits on Amount of Compensation Example
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1.89 Marketing Representative Compensation Rules
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1.90 Marketing Representative Compensation Rules, continued
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1.91 Marketing Representative Compensation: Exception to pro rata payment rule
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1.92 Marketing Representative Compensation: Rapid Disenrollment
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1.93 Marketing Representative Compensation: Rapid Disenrollment, continued
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1.94 Frequently Asked Questions
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1.95 Frequently Asked Questions (FAQ) #1
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1.96 Frequently Asked Questions (FAQ) #2
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1.97 Frequently Asked Questions (FAQ) #3
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1.98 Frequently Asked Questions (FAQ) #4
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1.99 Frequently Asked Questions (FAQ) #5
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1.100 For More Information
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1.101 THANK YOU
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