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    which of the following individuals is permitted to present a short introductory presentation of educational content at the beginning of an informal marketing/sales event?

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    What type of event is an agent conducting when he presents plan information that includes

    What type of event is an agent conducting when he presents plan information that includes

    What type of event is an agent conducting when he presents plan information that includes

    October 18, 2021 by Queenie

    10,604 Views

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    1 What type of event is an agent conducting when he presents plan information that includes benefits and cost sharing in an audience-presenter format?

    2 Related posts:

    What type of event is an agent conducting when he presents plan information that includes benefits and cost sharing in an audience-presenter format?

    Formal marketing/sales event

    What type of event must agent conduct when she wants to be able to collect consumer information schedule future appointments and accept enrollment applications

    marketing/sales event

    Louise wants to hold an event that helps consumers understand Medicare programs and perhaps an prove their health/Wellness knowledge but she is not interested in completing enrollment applications at the event she would like to staff a table at the Public Library and how consumers approach her what type of event is Louise need to conduct

    educational event informal

    when conducting an event agents had selected a site that is compliant with the Americans with Disabilities Act ADA which of the following is not an ADA requirement

    extra wide sidewalks that accommodate wheelchairs

    which of the following elements does not need to be entered on the new event request form when reporting a new event

    the event venue manager/contact person

    Which of the following statements regarding united healthcare’s event cancellation reporting rules is true

    event cancellation must be reported in united healthcare’s event reporting application at least one business day prior to the event except in the case of inclement weather

    Which statement is an example of one that must appear on advertisements for educational events

    for accommodation of persons with special needs call 555-555-1234 tty 711

    which of the following food and beverage options may be provided at an educational event if the nominal retail value of the items when combined with other giveaways does not exceed $15 per person select two

    coffee juice fresh fruit and pastries

    buffet dinner and coffee

    which of the following individuals is permitted to present a short introductory presentation of educational content at the beginning of an informal marketing/sales event

    a license agent a non license plan representative a provider

    which of the following marketing materials must not be displayed distributed or provided to consumers attending a marketing/sales event

    non health related product brochures

    agent Rita Garcia must not do which of the following while conducting a marketing/sales event

    state the plan she’s presenting is the best plan on the market

    which of the following is not required when conducting a marketing/sales event

    providing refreshments and giveaways

    add an informal marketing/sales event which of the following activities is not permitted

    approaching consumers as they pass by your booth/kiosk/table

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    Which of the following food and giveaway

    UHC What must be explained to consumers enrolling in an HMO MA plan The Health Risk Assessment (HRA) is an important part of our quality initiative

    Source : redbluecard.com

    Rules for Hosting a Compliant Medicare Sales Event

    Are you considering holding a marketing event to get the attention of more Medicare clients? You’ll need to follow CMS’ rules for hosting sales events. Check …

    COMPLIANCE

    Rules for Hosting a Compliant Medicare Sales Event

    Published by Roxanne Anderson • Oct 7, 2021

    Are you considering holding a marketing event to get the attention of more Medicare clients? You’ll need to follow CMS’ rules for hosting sales events.

    Check out our streamlined version of the Medicare Advantage & Part D Communication Requirements for sales events below.

    Listen to this article:

    New for this AEP, some carriers are now requiring proof of COVID vaccination for hosting a carrier-sponsored event. Due to ongoing COVID-19 regulations, Ritter strongly encourages agents to conduct sales events virtually. For more information on your state’s guidelines and how your sales may be affected, check out your state’s Department of Insurance website.

    Establishing Your Event

    First and foremost, you must determine which type of marketing event you’d like to hold. There are two types of sales events: formal and informal. Here’s what sets them apart:

    Formal Sales Events: Agent presents plan-specific information to an audience invited to the occasion.Informal Sales Events: Agent offers plan info upon request only while at a table, booth, kiosk, or RV.

    After you do that, you should decide on the when and where. You must register sales events with the proper parties and hold them in a public setting where individuals do not receive health care services. Note, you may carry out sales activities in common areas of health care settings, including common entryways, vestibules, waiting rooms, hospital or nursing home cafeterias, and community, recreational, or conference rooms. You may NOT carry out sales activities in exam or hospital patient rooms, treatment areas where patients interact with their provider or provider’s team, and pharmacy counter areas where patients interact with pharmacy providers and obtain medications. Avoid sales activities at health fairs or expos where health screening is being provided to avoid the risk of being perceived as engaging in “cherry picking.”

    To meet these fundamental requirements, be sure to schedule your event far enough in advance to reserve a suitable space and let everyone know about it.

    Registering Your Event

    Do you need to register sales events? Exact reporting deadlines and requirements vary from carrier to carrier, but carriers are responsible for maintaining accurate records of all their agents’ educational events and informal and formal sales events. The earlier you submit your events to carriers, the sooner you’ll be able to start advertising them.

    Getting to know all your carriers’ reporting requirements is important. Not registering an event in time with one of them will force you to reschedule it. Furthermore, if you fail to register an event with a carrier, you could lose out on sales commission and have your contract revoked.

    Note: Any event not advertised as “educational” can be viewed as a marketing event and should be registered as one.

    Marketing Medicare Sales Events

    While just putting out a flyer with your sales seminar or workshop’s information on it seems nice, it’s unacceptable. You must adhere to certain regulations for marketing your sales event.

    When creating ads or invites, you cannot require potential attendees to provide contact information to RSVP for the event. While you may plan to educate attendees on Medicare programs during your presentation, you cannot say your event is “educational.” You should disclose the products you plan on reviewing. Additionally, you must include the following disclaimer on all advertisements and invitations for your event:

    “For accommodation of persons with special needs at sales meetings call .”

    You can promote your gathering online, via direct mailers and flyers, or through other forms of media. However, if you cancel the event at least two days in advance, it’s a good practice to notify potential attendees via the same advertising channels you used to promote the event.

    Giving Your Presentation

    Sales events allow agents to try to direct potential enrollees or current members toward a plan or set of plans. Many marketing and lead-generating activities are allowed, but there are rules regarding the information you can collect. See what you can and cannot do at sales events below.

    Sales Event Do’s and Don’tsDo’s Don’ts

    Let beneficiaries approach you first at informal events Offer health screenings or similar activities that could seem like, or be used for, “cherry picking”

    Use sign-in sheets that clearly indicate providing contact information is optional Require attendees to use a sign-in sheet

    Name all products and plan types you’ll cover before starting Compare one carrier’s plan to other carriers’ plans by name without getting written consent from all carriers involved in the comparison or without having studies or statistical data to back up comparisons (Comparisons must be factually based and can’t be misleading)

    Use only carrier- and CMS-approved presentations and talking points Discuss or cross-sell non-health care related products (e.g., annuities, life insurance)

    Distribute giveaways with your contact information on it1 Use absolute or qualified superlatives

    Source : www.ritterim.com

    which of the following individuals is permitted to present a short introductory presentation of educational content

    Correct answer ✅ to the question: which of the following individuals is permitted to present a short introductory presentation of educational content at the beginning of an i

    Business, 07.10.2021 04:20, ianmartin6080

    which of the following individuals is permitted to present a short introductory presentation of educational content at the beginning of an informal marketing/sales event?

    Answers: 2 Get

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