An official website of the United States government. View the Part C EOB materials in the Downloads section below. 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). WHY WORK WITH US? The difference between the two is the material used and intent of the material. Commissions will be paid on posted premiums applied to the agents or agencys clients eligible cases. The Department may not cite, use, or rely on any guidance that is not posted 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 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 XM! Sign up to get the latest information about your choice of CMS topics. CLICK HERE TO LEARN MORE ABOUT CONNECT4MEDICARE. Agents should also avoid using the word free when talking about $0 premium plans. 1 0 obj A federal government website managed and paid for by the U.S. Centers for Medicare & Medicaid Services. Ambetter plans to expand access to their value network in Florida. ( CMS requires all marketing websites to be submitted for review. Before sharing sensitive information, make sure youre on a federal government site. Most people who write articles haveRead more, Your email address will not be published. Among the salient points: Medicare Advantage Organizations are responsible for first tier, downstream or related entities (FDRs) adherence to all terms and conditions of the organizations contract with CMS incorporated into a contract. <> 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). You can decide how often to receive updates. Agility Insurance Services, LLC. Take a look for yourself below.  5 Stay up to date with Medicare Marketing Guidelines by attending our Medicare Training Series live events! Medicare Advantage Organizations, Prescription Drug Plans, and Section 1876 Cost Plans may rely on the contract year (CY) 2019 Medicare Communications and Marketing Guidelines (MCMG), which can be found at Medicare Educational Event Rules 2021 .gov By BluePeak Advisors May 26, 2021 On Friday May 28th, at 5pm ET, CMS will provide Plan Sponsors access to the new HPMS marketing module. Medicare 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. They are educational events, Sales events, on the other hand, are designed to steer, or attempt to steer potential enrollees towards a limited set of plans. 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. All Rights Reserved. Share sensitive information only on official, secure websites. 2 0 obj Medicare Marketing Guidelines 2021: Types of events and appointments Meetings and presentation fall under one of three categories. The Marketing guidelines reflect CMS' interpretation of the marketing requirements and related provisions of the Medicare Advantage and Medicare Prescription Model marketing materials include: the standardized Annual Notice of Change (ANOC) and Evidence of Coverage (EOC) templates and instructions, ANOC/EOC Errata, and Provider Directory. 'j0"0",NG)1p8i{^h38R ur@msO;F$A$gOyOOr[{YxqyIJ. If they would like to review non health related products such as life insurance, LTC, annuity, etc. The Guidelines are for use by Medicare Advantage Plans (MAs), Medicare Advantage Prescription Drug Plans (MA-PDs), Prescription Drug Plans (PDPs) and 1876 Cost Plans. The guidelines allow organizations offering both Medicare Advantage and Prescription Drug Plans the ability to reference one document when developing marketing materials. Simply sign another scope documenting those products and continue the appointment. A federal government website managed by the EJ+QTEEJ+QtE mU|9"TavkY pUqF`%l]7 >m! Medicare Communications and Marketing Guidelines FAQ CMS considers communications and marketing to be two different things. (You can offer meals at educational events), Avoid absolute statements This is the best Medicare Advantage plan, You must have a sign in sheet but cannot require anyone to sign in. hbbd``b`>$ &$ .+ bX1 $"pH, $")s@Lz@`!3u>0 '` They are educational events, sales events and individual appointments. OK Find a Provider The agent will be the broker of record on any enrollment. This works for health type products only however. You need a scope for any type of sales event. endstream endobj startxref Overall, the holiday season seems to bring joy and family unity around the world. Because these plansRead more, Free Medicare Lead Program (Turning 65/Med Supplement Leads) NOTE: We have updated our lead program. PTC forms can now be used for more than one enrollment period. An official website of the United States government Medicare Marketing Guidelines Marketing Models, Standard Documents, and Educational Material This section includes standardized outreach and educational material 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). If you need assistance accessing an accessible version of this document, please reach out to the guidance@hhs.gov. For Medicare Advantage Plans. The purpose of the SOA is to ensure you will not be discussing products with the client/prospect other than those chosen prior to the appointment. Heres how you know. In 2021, Medicare beneficiaries will have, on average, 33 Medicare Advantage plans and another 30 stand-alone Part D prescription drug plans available in their market. The seminarsRead more, Building A Medicare Sales Agency Building A Medicare Sales Agency: There are a number of different models you can use when you build a Medicare sales agency. WebMedicare Marketing Guidelines . Washington, D.C. 20201 The federal regulation at 42 CFR 438.104 defines marketing as any communication, from an [Medicaid managed care plan] to a Medicaid beneficiary who is not enrolled in that entity, that can reasonably be interpreted as intended to influence the beneficiary to 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. DISCLAIMER: The contents of this database lack the force and effect of law, except as Issued by: Centers for Medicare & Medicaid Services (CMS). Guidance for this document can be located at https://www.cms.gov/Medicare/Health-Plans/Managed Care Marketing/Final Part C Marketing Guidelines. LEARN WHAT WE HAVE TO OFFER HERE. 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. Full commission (directly from the carriers) and no minimum production needed to start. To date, CMS has not released an update or memo for 2021. means youve safely connected to the .gov website. a new appointment will need to be made. Final 2022 Rule for Medicare Parts C and D Released By Trump <> Share sensitive information only on official, secure websites. authorized by law (including Medicare Advantage Rate Announcements and Advance Notices) or as specifically Issued by: Centers for Medicare & Medicaid Services (CMS). ( <>/ExtGState<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/Annots[ 13 0 R 16 0 R 17 0 R 21 0 R 22 0 R 28 0 R 30 0 R 33 0 R 34 0 R 37 0 R 38 0 R 39 0 R 40 0 R 41 0 R 42 0 R 44 0 R 45 0 R 47 0 R 48 0 R 49 0 R 50 0 R 51 0 R 52 0 R 53 0 R 55 0 R 56 0 R 57 0 R 58 0 R 59 0 R] /MediaBox[ 0 0 612 792] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>> t18:14Xw8zxs or DEPARTMENT OF HEALTH & HUMAN SERVICES The SOA is used to document the type of products you will be discussing once you have a meeting. 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 i !q Pf`qH X$AQ e&ExLL^LLA+nLuI-t)P&|neJrX!q@?,@mA The Medicare Marketing Guidelines 2021 are the same as the 2020 MCMG. CMS Updates 2020 Guidelines for Medicare & Medicaid Marketing x]nI}7\E23w=DHgs3"(JY'%PNFfV{g>7vu}6ULTugO'w~O]}'??.9{O~U5{`nv.!UMZ1C(=kUUh1/_f^J|giqT_^.'Z_. Director, Medicare Drug Benefit and C & D Data Group. pgA +tKe.hT+mqOi^Ef(V: 09\O^]S`Uj0? Ambetter Value plans are available in: Broward, Clay, Duval, Hillsborough, Lake, Miami-Dade, Orange, Osceola, Palm Beach, Pasco and Seminole counties. TI3*=0 lock This section includes standardized outreach and educational material for Medicare Advantage Plans, Medicare Advantage Prescription Drug Plans, Prescription Drug Plans, and 1876 Cost Plans. Crowe and Associates offers a free Medicare lead program. 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. means youve safely connected to the .gov website. Official websites use .govA Stay away from using any absolute statements on materials or during presentations. Medicare Advantage plans are offered by private insurance companies. Communication materials do not require CMS approval. g9fT'MzhrUJ"%$%*%\3j=)#|l_G___|~u,u*52 ]G'co%:lO>mVXIWc#$P1+/24 The site is secure. Download the Guidance Document Final Download the Guidance Document Final Issued by: Centers for Medicare & Medicaid Services (CMS) Issue Date: January 01, 2020 HHS is committed to making its Web( 2) The material has been deemed approved; that is, CMS has not rendered a disposition for the material within 45 days (or 10 days if using CMS model or standardized marketing 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 include the latest provisions in the current guidance. Sign up to get the latest information about your choice of CMS topics. %PDF-1.6 % A federal government website managed by the Reviews are done through the carriers in most cases. 36>=#n!9OB2J{k+ye|8exK2rTx6>#8g-o,.@L [ZGkhyGGGCZ[^;85M L`P83p2@A >(d'X(^`ocTcdPs`/;5Auscv|]B8Uj7g6````>nH "y g` c? or Any information we provide is limited to those plans we do offer in your area. https:// Providing general information about the Medicare program would be considered an educational event. lock 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. WebAll MA communication and marketing regulations and guidance issued by CMS, as well as other applicable laws, continue to apply to materials and activities of participating There is no longer a rule that the SOA needs to be submitted 48 hours prior to the sales appointment.

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