357 0 obj <>/Filter/FlateDecode/ID[<00965AF0D543484FAE7F73A0B78C95D6>]/Index[334 50]/Info 333 0 R/Length 112/Prev 159370/Root 335 0 R/Size 384/Type/XRef/W[1 3 1]>>stream For virtual events, use Aetna Medicare seminar reporting template, and in the address column provide the URL, call-in number and meeting codes for the event. website belongs to an official government organization in the United States. %%EOF All browser compatibility updates at a glance, Frequently asked questions about MDN Plus. enrollment data from Medicare beneficiaries as specified in the System of Records Notice (SORN) "Medicare Advantage Prescription Drug (MARx)", System No. endstream endobj startxref All informal marketing and educational events, report to SMSE at least 7 days in advance of the event date. Heres how you know. 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. Submit the Sales Event Log Template prior to the 15th of the month for the following month's events. An agent may be terminated for cause if they fail to comply with a compliance investigation, encourage others to avoid the compliance interview process, or fail to provide truthful or complete information. 17K views, 519 likes, 455 loves, 3.7K comments, 232 shares, Facebook Watch Videos from EWTN: Starting at 8 a.m. Verbal permission granted to discuss plan details qualifies an authorized representative to complete an application on behalf of the beneficiary. 0 Below is a good reminder about what activities are considered marketing and must wait until October 1 or later. ( or Sometimes you may have to cancel your sales event. stay compliant when holding a Medicare educational event, strategies to grow your insurance business, Rules for Hosting a Compliant Medicare Educational Event, What Not to Say During Medicare Educational and Sales Events, Notify attendees of when your sales event begins, if your event follows directly after an educational event, and give them the opportunity to leave, 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, Name all products and plan types youll cover before starting, Compare one carriers 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 cant 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 it, Use absolute or qualified superlatives (e.g., This is the best plan!

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