Module 4: Marketing Medicare Advantage & Part D Plans - AHIP 2022

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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