Marketing
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Marketing is distinguished from communication by these two concepts: | show 🗑
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What is marketing intent? | show 🗑
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What is marketing content? Some examples: | show 🗑
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How are marketing activities regulated? 5 main ways | show 🗑
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Provide just 2 examples of marketing activities | show 🗑
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Explain the regulation of marketing materials in terms of content and the review/approval process | show 🗑
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What is the one exception to the review/approve process? | show 🗑
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show | MA, MA-PD, PDPs. 1876 Cost Plans, MMPs
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show | MMP
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True or False: Marketing Representatives from third party marketing firms are exempt from CMS regulations | show 🗑
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show | True
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show | pass a written test each year, unless they ONLY sell union/employer group coverage
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What unsolicited activities are marketing reps prohibited from doing? | show 🗑
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What unsolicited activities are marketing reps not prohibited from doing? | show 🗑
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True or False: if a marketing rep meets a potential bene at an event, he/she can call anytime with no additional steps. | show 🗑
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True or False: it is fine if a life insurance agent calls a (legal) life insurance lead and at the end of the call asks if the client would like to learn more about MA | show 🗑
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show | aging into medicare, talking about MA with someone in Medicaid or Medigap, promote other plans, call to inform of AEP dates, plan changes, events, etc
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What are some characteristics of Marketing Events? | show 🗑
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What can a sales agent do at an ed event if approved by CMS? | show 🗑
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What can't a sales agent do at an ed event? | show 🗑
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show | answer bene-limited questions, set up marketing appts, distribute business cards, provide nominal meals/refreshments/snacks
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What can't a marketing agent do at an ed event? | show 🗑
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What is considered a "gift of a nominal value"? What is the limit for gifts to the same bene per year on different occassions? | show 🗑
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show | distribute plan materials (kits, marketing materials), provide educational info, provide and collect enrollment forms
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What can't marketing reps do during individual appointments? | show 🗑
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show | True
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What must be included when documenting the SOA for Plans/Part D sponsors? | show 🗑
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What two terms are important to know when it comes to confidentiality and sensitive information? | show 🗑
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True or False: HIPAA authorization from enrollee in question if firm wishes to use his/her personal data to market non-health related items/services | show 🗑
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show | evidence of coverage, summary of benefits, annual notice of change, provider directory, pharmacy directory, formulary
q's: whether bene providers are in network, whether drugs a bene takes are on plans formulary, whether the plan matches bene needs
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What three items must be received by the bene is provided with enrollment instructions/form? What about for D-SNPs? | show 🗑
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True or False: when a bene enrolls online, the plan sponsor is not required to provide plan ratings info, summary of benefits, pre-enrollment checklist because that info will be online | show 🗑
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show | getting appts/care quickly, whether members got various screening tests, vaccines and other check-ups to help them stay healthy, how members rate the plan, and customer service
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show | False, no matter what, that info must be clear as day
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show | the ratings change and we are not allowed to provide ratings 21 days older than the release of the new rating
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show | True
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show | True
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show | False
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Created by:
cmazzariti
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