PTC forms can now be used for more than one enrollment period. The Marketing guidelines reflect CMS' interpretation of the marketing requirements and related provisions of the Medicare Advantage and Medicare Prescription Drug Benefit rules (Chapter 42 of the Code of Federal Regulations, Parts 422 and 423). An official website of the United States government https:// website belongs to an official government organization in the United States. DISCLAIMER: The contents of this database lack the force and effect of law, except as Official websites use .govA A federal government website managed and paid for by the U.S. Centers for Medicare & Medicaid Services. The difference between the two is the material used and intent of the material. This chapter contains revisions in most of the sections within the manual chapter, however, there are some sections that have not been revised, but are included in this instruction as well. Ambetter Value plans are available in: Broward, Clay, Duval, Hillsborough, Lake, Miami-Dade, Orange, Osceola, Palm Beach, Pasco and Seminole counties. (SOA) The PTC is used to start contact with a prospect. The Marketing guidelines reflect CMS' interpretation of the marketing requirements and related provisions of the Medicare Advantage and Medicare Prescription Drug Benefit rules (Chapter 42 of the Code of Federal Regulations, Parts 422 and 423). WebThe Medicare Advantage (MA) and Part D Marketing and Communications (MCMG) provides the marketing and communications requirements for Medicare Advantage (MA) plans, g9fT'MzhrUJ"%$%*%\3j=)#|l_G___|~u,u*52 ]G'co%:lO>mVXIWc#$P1+/24 on the guidance repository, except to establish historical facts. For example, the same PTC can be used during AEP and OEP. Communication materials do not require CMS approval. lock Medicare Communications and Marketing Guidelines 7500 Security Boulevard, Baltimore, MD 21244, An official website of the United States government, Marketing Models, Standard Documents, and Educational Material, CY2018MedicareMarketingGuidelines_Final072017 (PDF), CY2019 Medicare Communications and Marketing Guidelines (PDF), Medicare Marketing Guidelines 06.17.14 Updated with Issue Date (ZIP), CY 2016 Medicare Marketing Guidelines (PDF), Medicare Marketing Guidelines 06.28.13 (ZIP). H\n@yL. _n("<>E$mmZ4i57c]8~89jMJ0SL8,4B`i(e Guidance for Pace marketing guidelines and marketing requirements and related provisions of the Programs of All-inclusive Care for the Elderly (PACE) rules (Chapter 42 of the Code of Federal Regulations (CFR), Part 460 (See Appendix 1 for a list of related laws and regulations). Medicare Marketing Guidelines Marketing Models, Standard Documents, and Educational Material This section includes standardized outreach and educational material American Progressive Medicare Contracting American Progressive Medicare Contracting: American Progressive will be offering 3 new plans in NY for 2016 in Westchester, Putnam, Dutchess and Ulster counties. 1 0 obj Full commission (directly from the carriers) and no minimum production needed to start. Sales events, on the other hand, are designed to steer, or attempt to steer potential enrollees towards a limited set of plans. + xp0W:t|}S>6I1/FG'AoN f!ZtYR~=9Vm Cs,PCF%Q"j#j$72c}^=lF How to become a Medicare agent If youre interested in how to, Online Enrollment- Enroll prospects online without the need for a face to face appointment. A federal government website managed by the It should focus more on promoting your services and general information about Medicare. In the fall of 2017, CMS launched the Patients over Paperwork initiative. American Progressive Medicare Contracting, Teladoc, Lasik Vision Correction, Discount Dental,Vision,Rx Sales Contract, Medicare Advantage vs Supplement Plans Sales, Free Medicare Lead Program (Turning 65/Med Supplement Leads), https://attendee.gotowebinar.com/recording/2899290519088332033, Report the event prior to conducting and advertising it, You can distribute and collect applications, Call attendees from the sales event if they provided permission to contact (Gave you a PTC card or flyer), You cannot offer meals. Medicare lock But before creating any type of content, insurance agents must be able to identify the key traits that characterize their ideal audience. authorized by law (including Medicare Advantage Rate Announcements and Advance Notices) or as specifically Better to have one every time to be safe. Heres how you know. The guidelines allow organizations offering both Medicare Advantage and Prescription Drug Plans the ability to reference one document when developing marketing materials. Share sensitive information only on official, secure websites. U.S. Department of Health & Human Services Overall, the holiday season seems to bring joy and family unity around the world. lock endobj On October 8, 2021, CMS released guidance regarding third-party marketing to Medicare Advantage organizations. Access to all major carriers with the ability to compare plan benefits and prescription drug costs. Schedule marketing appointments immediately after the meeting You cannotdo the following: Require anyone to sign on or provide contact information Hand out or take applications or other plan specific information- (This is a marketing event) Give away cash prizes Provide or take enrollment forms Discuss carrier specific information Hosting a Compliant Medicare Educational Marketing Models, Standard Documents, and Educational Following TPMO Guidelines CMS now considers agents and brokers to be third-party marketing organizations (TPMOs). Most people who write articles haveRead more, Your email address will not be published. View the model marketing materials in the Downloads section below. eCFR :: 42 CFR Part 422 -- Medicare Advantage Program Manages the alignment of MOAAs These materials include the HPMS memorandum titled, Updates Regarding Final Part C EOB Model Templates and Implementation of the Part C EOB, the final templates and instructions, and Frequently Asked Questions regarding the Part C EOB requirements for Medicare Advantage Organizations, effective April 1, 2014. 2023 medical commissions for applications one to four will be paid $0 PMPM until the agent or agency reaches five medical applications. Take a look for yourself below. Sign up to get the latest information about your choice of CMS topics. Because these plansRead more, Free Medicare Lead Program (Turning 65/Med Supplement Leads) NOTE: We have updated our lead program. A federal government website managed and paid for by the U.S. Centers for Medicare & Medicaid Services. If you hold or are presenting in a sales event format be sure to follow the rules: Agents are now allowed to have sales event immediately following an educational event. Medicare Advantage Marketing: Understanding CMS Guideline An official website of the United States government Your email address will not be published. WebMarketing rules for Medicare plans People representing Medicare plans aren't allowed to: Ask for your personal information (like your Medicare, Social Security, bank account, or credit card numbers) over the phone unless its needed to verify membership, determine enrollment eligibility, or process an enrollment request. or CMS Updates 2020 Guidelines for Medicare & Medicaid Marketing CMS Requirements In fact, two of the plans will beRead more, Medicare Leads Available At No Cost Note: Our blog: Medicare Leads Available At No Cost program has been changed. This means that all marketing materials must be clear, and accurate, and not promote any plans inappropriately. 582 0 obj <>/Filter/FlateDecode/ID[<5F2038F586BEA94FAD73980201E44AA1>]/Index[559 140]/Info 558 0 R/Length 121/Prev 362965/Root 560 0 R/Size 699/Type/XRef/W[1 3 1]>>stream The new marketing material module has enhanced functionality and will provide tools to Plans to facilitate tracking its marketing materials. They are even needed if the meeting did not result in a sale. Sponsors still are falling behind in their postmarket reporting, according to the FDAs yearly update on progress of postmarketing requirements/commitments. 219 0 obj <>stream The .gov means its official. Medicaid All Rights Reserved. The key focus of being of patients over the CMS requirements on the healthcare industry. Are you contracted with Ambetter yet? In addition, they can compare drug plans in a manner similar to the Medicare drug plan finder site. As part of CMS implementation of the Medicare Improvements for Patients and Providers Act (MIPPA) of 2008, CMS has revised the Medicare Marketing Chapter to Under the new CMS guidelines, agents selling Medicare Advantage plans can no longer use promotional materials that could mislead, confuse, or exaggerate the benefits of their plans. Reviews are done through the carriers in most cases. Medicare Communications and Marketing Guidelines FAQ WebGeneral marketing requirements. or Heres how you know. Stay up to date with Medicare Marketing Guidelines by attending our Medicare Training Series live events! Qu4 8q ]8!FaO6{dB>8ws#%=MK%E,E*e*!*O|?Q4RRRRSiRiS]O8kgn^0N.iP~3nOF"FD"yza4={ o?l)$Fq\xH*QDEl IU%QJ(D* means youve safely connected to the .gov website. WebHealth Net Medicare providers can review training and marketing guidelines to ensure services and coverage determinations are accurate. Toll Free Call Center: 1-877-696-6775. @ OK Find a Provider Medicaid managed care plans contract with the state Medicaid agency. Lastly, prospects can enroll through the site into any of the plans you are certified to offer. 698 0 obj <>stream 159 0 obj <> endobj X;/?~I(A@%EOMG1Rc9 5:E[0n8 If the materials are not generic in nature they will be considered marketing and require CMS review. t18:14Xw8zxs CLICK HERE FOR UPDATED POST Because we periodically receive leads or money for leads from aRead more, Teladoc, Lasik Vision Correction, Discount Dental,Vision,Rx Sales Contract In short: This post shares some information about services available to patients throughTeladoc, Lasik Vision Correction, Discount Dental,Vision,Rx Sales Contract Teladoc is a national network of U.S.Read more, American Progressive sales seminars American Progressive is in the process of interviewing agents to run American progressive sales seminars. We can expect to see Christmas decorations just about everywhere. Cano Health Medical Centers Centrum Medical Center Fox Medical Center IMC Health Medical Centers MedFlorida Medical Center UniVida Medical Center Community Medical Group is currently the main provider for the Ambetter Value Network. And dont get me started on the unofficial holiday song that was released back in 1994 (yes, we are talking about Mariah Careys single: All I want for Christmas is you). Medicare Marketing Guidelines 2021 - Crowe & Associates Same day scopes of compliant. There is no longer a rule that the SOA needs to be submitted 48 hours prior to the sales appointment. .gov Medicare You need a scope for any type of sales event. Secure .gov websites use HTTPSA 2 0 obj Only light snacks and refreshments. Medicare Chapter 3. Medicare Marketing Guidelines | Guidance Director, Medicare Drug Benefit and C & D Data Group. The SOA is used to document the type of products you will be discussing once you have a meeting. Share sensitive information only on official, secure websites. 7500 Security Boulevard, Baltimore, MD 21244, An official website of the United States government, Marketing Models, Standard Documents, and Educational Material, Agent/Broker Dos and Don'ts - Translated (CY 2023) (ZIP), CY2023 Model Materials - Reissued 12-15-2022 (ZIP), CY2023_Part C_Translated_DSNP_Model_Materials_-_Chinese_and_Spanish (ZIP), Agent/Broker Dos and Don'ts - 9-2022 (PDF), CY_2023_Part C_Translated Model_Materials_Chinese (ZIP), CY_2023_Part C_Translated_Model_Materials_Spanish (ZIP), CY2023 Agent Broker Training Testing Guidelines - Updated 08-03-2022 (DOCX), Agent/Broker Dos & Don'ts - Translated (ZIP), Agent/Broker Dos & Don'ts - 9-2021_ (PDF), CY_2022_Part_C_Translated_Model_Materials_Spanish (ZIP), CY_2022_Part_C_Translated_Model_Materials_Chinese (ZIP), CY 2022 Agent-Broker Training and Testing Guidelines_revised 7-6-2021 (PDF), 2021_Part_C_Translated_Model_Materials_Spanish (ZIP), 2021_Part_C_Translated_Model_Materials_Chinese (ZIP), CY_2021_ MA_and_Section_1876_Cost_Plan_Provider_Directory_Model_7-08-2020 (PDF), 2021_Agent_Broker_Training_Guidelines_Revised (DOCX), 2020 Translated Part C Model Materials_Spanish 2 (ZIP), 2020 Translated Provider Directory Models (ZIP), 2020 Agent Broker Training Testing Guidelines (PDF), 2019 Model Materials Updated 12-13-18 (ZIP), 2019 Model Materials - Translations (ZIP), 2019 Translated Model Materials_Part C EOC_SPA (ZIP), 2019 Translated Model Materials EOC Chinese (ZIP), 2019 Agent Broker Training Guidelines_Revised 08.20.18 (PDF), 2018 Model Materials - Translations (ZIP), 2017 Model Materials - Translations (ZIP), 2015 Model Materials - Translations (ZIP). "N E{8Q*~gc{;Cu6c8CVjm/i~e?]3t1. For information on the Medicare Open Enrollment Period Click Here. endstream endobj startxref This revision replaces Chapter 3, Medicare Marketing Guidelines for Medicare Advantage, Medicare Prescription Drug Plans, Prescription Drug Plans and 1876 Cost plans with a new revised Chapter 3. endstream endobj 160 0 obj <>>> endobj 161 0 obj <. This post will outline two of the moreRead more, Medicare Advantage vs Supplement Plans Sales As you can see in this post, Medicare Advantage vs Supplement Plans Sales have a few differences. endstream endobj startxref WebEach year CMS and states participating in the Financial Alignment Initiative (FAI) jointly update state-specific marketing guidance and model member materials required for use by Please be advised eligible producers will be paid commission for existing medical policies scheduled to renew 1/1/2023 under this 2023 commission schedule. Medical Insurance Commissions Medical commissions apply to all metal DEPARTMENT OF HEALTH & HUMAN SERVICES Providing general information about the Medicare program would be considered an educational event. CMS requires all marketing websites to be submitted for review. An official website of the United States government. %PDF-1.7 website belongs to an official government organization in the United States. 200 Independence Avenue, S.W. WHY WORK WITH US? 0 You can decide how often to receive updates. hbbd``b`>$ &$ .+ bX1 $"pH, $")s@Lz@`!3u>0 '` eCFR :: 42 CFR Part 422 Subpart V -- Medicare Advantage Before sharing sensitive information, make sure youre on a federal government site. 200 Independence Avenue, S.W. The Marketing guidelines reflect CMS' interpretation of the marketing requirements and related provisions of the Medicare Advantage and Medicare Prescription Drug Benefit rules (Chapter 42 of the Code of Federal Regulations, Parts 422 and 423). Guidance for this document can be located at https://www.cms.gov/Medicare/Health-Plans/Managed Care Marketing/Final Part C Marketing Guidelines. You are able to start taking/submitting applications on October 15th. Agents should also avoid using the word free when talking about $0 premium plans. ( 559 0 obj <> endobj While CMS guidelines no longer include requirements of 12pt font on marketing materials, due to the vision realities of people as they age, it is still recommended and the Medicare Educational Event Rules Free should also not be included in any description of part B premium, part B reduction plans or dual eligible status. .gov ) The https:// ensures that you are connecting to the official website and that any information you provide is encrypted and transmitted securely. /0U4,P9L&009 =\.gi'Jo-=5I9)zwf?PGsr oom0\jd Z.F kD db3u2 Even for events held by phone only. lock Agility Agents have learned from us that incorporating trending themes into their online content strategy plan will help them achieve their marketing goals. } In addition, an email should not be intended to steer someone into a specific plan. If you need assistance accessing an accessible version of this document, please reach out to the guidance@hhs.gov. Issued by: Centers for Medicare & Medicaid Services (CMS). Heres how you know. Medicare-Medicaid Plan (MMP) Marketing Information & Resources Any website CMS considered marketing must be submitted for review and approval through the Health Plan Management System (HPMS). Chapter 3. Medicare Marketing Guidelines. For starters, you must wait until October 1 to market, talk about or review the new plans for the coming year for AEP. Crowe and Associates offers a free Medicare lead program. pgA +tKe.hT+mqOi^Ef(V: 09\O^]S`Uj0? The Guidelines are for use by Medicare Advantage Plans (MAs), Medicare Advantage Prescription Drug Plans (MA-PDs), Prescription Drug Plans (PDPs) and 1876 Cost Plans. This section includes standardized outreach and educational material for Medicare Advantage Plans, Medicare Advantage Prescription Drug Plans, Prescription Drug Plans, and 1876 Cost Plans. 0 By continuing to use our site, you agree to our Privacy Policyand Terms of Use. incorporated into a contract. CLICK HERE TO ACCESS MEDICARE MARKETING CMS MCMG MEMO. Download the Guidance Document Final Issued by: Centers for Medicare & Medicaid Services (CMS) Issue Date: January 01, 2020 HHS is committed to making its Medicare Marketing Guidelines - Centers for Medicare To date, CMS has not released an update or memo for 2021. 422.2265: Websites. website belongs to an official government organization in the United States. Click Here, We do not offer every plan available in your area. CMS is finalizing a technical change to enable CMS to calculate the 2023 Part C Star Ratings for the three Healthcare Effectiveness Data and Information Set (HEDIS) measures collected through the Health Outcomes Survey: Monitoring Physical Activity; Reducing the Risk of Falling; and Bladder Control. Centers for Medicare & Medicaid Services Center for Medicare Required fields are marked *. Commissions will be paid on posted premiums applied to the agents or agencys clients eligible cases. DEPARTMENT OF HEALTH & HUMAN SERVICES Centers for Sales made during an Open Enrollment or a Special Enrollment Period are eligible. The Department may not cite, use, or rely on any guidance that is not posted Agents and brokers must record all calls (inbound and outbound calls) in their entirety, including calls to inform or educate clients about the event, as well as any post-event discussions. <> Any information we provide is limited to those plans we do offer in your area. 'j0"0",NG)1p8i{^h38R ur@msO;F$A$gOyOOr[{YxqyIJ. a new appointment will need to be made. What if a client would like to talk about additional or different products? You can decide how often to receive updates. CMS Marketing Guidelines MCS Improving or Maintaining Mental Health MedPAC Medicare Payment Advisory contract year 2021 and 2022. 1 The Department may not cite, use, or rely on any guidance that is not posted Click for updated Medicare Lead Program Free Medicare Lead Program (Turning 65/Med Supplement Leads) We have made some changes toRead more, How To Start Selling Medicare Insurance How To Start Selling Medicare Insurance: There are a number of articles on the web advising How To Start Selling Medicare Insurance. or endstream endobj 560 0 obj <>>>/Lang( E N - U S)/MarkInfo<>/Metadata 52 0 R/Names 583 0 R/Outlines 643 0 R/OutputIntents 557 0 R/PageLayout/OneColumn/PageMode/UseOutlines/Pages 554 0 R/StructTreeRoot 81 0 R/Type/Catalog/ViewerPreferences<>>> endobj 561 0 obj <>/Font<>/ProcSet[/PDF/Text]>>/Rotate 0/StructParents 43/Tabs/S/Type/Page>> endobj 562 0 obj <>stream The most recent memo from CMS is available below through the link. We are in the process of retroactively making some documents accessible. stream 7500 Security Boulevard, Baltimore, MD 21244, An official website of the United States government, Medicare-Medicaid Plan (MMP) Marketing Information & Resources, List of Covered Drugs - English & Spanish, Provider and Pharmacy Directory - English & Spanish, Medicare-Medicaid Plan (MMP) Application & Annual Requirements, Medicare-Medicaid Plan (MMP) Reporting Requirements, Medicare-Medicaid Plan (MMP) Audit Programs, Medicare-Medicaid Plan (MMP) Encounter Data Reporting, Medicare-Medicaid Plan (MMP) Quality Withhold Methodology & Technical Notes, Medicare-Medicaid Plan (MMP) Chronic Care Improvement Programs & Quality Improvement Projects, CY 2023IllinoisMMP Model Materials Memo (PDF), CY 2023Illinois MMP Marketing Guidance (PDF), CY 2023 MassachusettsMMP Model Materials Memo (PDF), CY 2023Massachusetts MMP Marketing Guidance (PDF), CY 2023 Michigan MMP Model Materials Memo (PDF), CY 2023Michigan MMP Marketing Guidance (PDF), CY 2023Minnesota Plan Model Materials Memo (PDF), CY 2023Minnesota PlanMarketing Guidance (PDF), CY 2023 New York FIDA-IDD MMP Model Materials Memo (PDF), CY 2023New York FIDA-IDD MMP Marketing Guidance (PDF), CY 2023 Ohio MMP Model Materials Memo (PDF), CY 2023Ohio MMP Marketing Guidance (PDF), CY 2023 Rhode Island MMP Model Materials Memo (PDF), CY 2023Rhode Island MMP Marketing Guidance (PDF), CY 2023 South Carolina MMP Model Materials Memo (PDF), CY 2023South Carolina MMP Marketing Guidance (PDF), CY 2023 Texas MMP Model Materials Memo (PDF), CY 2023Texas MMP Marketing Guidance (PDF), Explanation of Benefits - Integrated & Drug-Only, Provider& Pharmacy Directory - English & Spanish, Annual Notice of Change - English & Spanish, Explanation of Benefits (EOB) - Drug Only & Integrated, Annual Notice of Change - English& Spanish, Explanation of Benefits (EOB) - Drug Only, Integrated Coverage Determination Notice (ICDN) Models, Provider & Pharmacy Directory - English & Spanish.
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