Can you solicit Medicare Advantage prospects through email?
Asked by: Eduardo Metz | Last update: April 3, 2023Score: 5/5 (27 votes)
The only caveat: If you are initiating contact via email, you're required to include an opt-out opportunity. Direct unsolicited contact, such as text and direct messaging over social media, falls into the same category as unsolicited phone calls and door-to-door solicitation. This means it is not permitted.
Can you use social media to promote Medicare Advantage products?
Most carriers require that the agent set up a business page on social media rather than use their personal page. Agents CAN list the name and address of their business and indicate the type of products offered (e.g., Medicare Advantage, Prescription Drug Plans, Medicare Supplement insurance plans, etc.)
How do I prospect for Medicare clients?
- Build & Maintain a Website. ...
- Social Media Presence. ...
- Video Marketing. ...
- Blogging, Writing Articles. ...
- Email. ...
- Online Events: Live webinars, podcasts. ...
- Direct Requests / Client Referrals. ...
- Lead Swapping Partnerships (Asking other professionals for referrals)
Can you text Medicare leads?
No. You may not use telephone calls, voicemail, or text messages to market Medicare plans to unsolicited enrollees.
What is considered unsolicited contact with a Medicare eligible consumer?
Unsolicited Contact: The Center for Medicare and Medicaid Services (CMS) states that agents cannot make direct unsolicited contact. This is anyone who has NOT given explicit permission to contact.
Medicare While Still Working - Client Email
Which of the following is not considered unsolicited contact with a Medicare?
Which of the following is not considered unsolicited contact with a Medicare eligible consumer according to CMS regulations and UnitedHealthcare's rules, policies, and procedures? Mailing a marketing brochure to the consumer via postal mail.
What is Medicare solicitation?
People representing Medicare plans aren't allowed to:
Come to your home uninvited to sell or endorse anything. Call you unless you're already a member of the plan. If you're a member, the agent who helped you join can call you.
What is a permission to contact form?
Permission to Contact (PTC) is permission given by the consumer to be called or otherwise contacted by a representative of UnitedHealthcare for the purpose of marketing a UnitedHealthcare Medicare Solutions product, including any Medicare Advantage (MA), Prescription Drug Plan (PDP), or Medicare supplement insurance ...
What are CMS guidelines for referrals?
In a CMS compliant situation, you would 1) ask for referrals without mentioning any benefit to the enrollee and then 2) present a thank-you gift for the referrals he or she has provided. Second, the gifts you provide must be of a nominal value.
How can providers announce new affiliations with a managed care plan?
A new affiliation announcement may be made once within the first 30 days of a new contract agreement (in these announcements, Plan/Part D Sponsors may allow contracted providers to name only one Plan/Part D Sponsor). This may be done through direct mail, e-mail, by telephone, or advertisement.
Is selling Medicare Advantage hard?
No, it's not hard to sell Medicare Supplements. When you're first starting, it should be easy, because everyone on Medicare needs one. It's just an insurance product. You're not a member – you're a policyholder, and that means a lot to people.
How do Medicare agents get leads?
Medicare Leads from Direct Mailer Campaigns. Sending direct mailers to gain Medicare leads is another method agents utilize. Running a direct mailer lead campaign can be pricey, but luckily, carriers and field marketing organizations (FMOs) often offer marketing co-op to help cover a percentage of the cost.
How much do Medicare Advantage leads cost?
Here's how it works…
As mentioned previously, new Medicare Advantage pay $25 for each direct mail lead.
How do you market Medicare on Facebook?
- Post the content they want. ...
- Post frequently. ...
- Promote your posts. ...
- Run an ad. ...
- Follow these compliance tips.
Can insurance brokers advertise?
ANSWER: Yes. Business cards, premium quotations, and print advertisements distributed exclusively in California by non-resident licensees are covered by the statute. The statute does not apply to ads which are aimed at prospective insureds located in at least one other state in addition to California.
What is one CMS marketing rule that impacts how Medicare insurance plans market to consumers?
Medicare has rules for how plans can contact you in different situations: By mail, radio, and print advertisements: Plans are allowed to market themselves by any of these means. They cannot, in these advertisements or in any other marketing situation, suggest that they are endorsed or preferred by Medicare.
Can Medicare agents ask for referrals?
As a Medicare sales agent, you can ask for referrals, but you cannot collect phone numbers. Instead, you can ask your clients to refer you to their family members and friends. Just give your original client a few of your business cards and tell them that anyone who they meet and needs help, can contact you.
What is the difference between ordering and referring provider?
Referring physician - is a physician who requests an item or service for the beneficiary for which payment may be made under the Medicare program. Ordering physician - is a physician or, when appropriate, a non-physician practitioner who orders non-physician services for the patient.
What is difference between referral and authorization?
A referral is issued by a primary care physician (PCP) for the patient to see a specialist. In contrast, prior authorization is issued by the payer (an insurance provider), giving a medical practice or physician the approval to perform a medical service.
What is the purpose of the Statement of Understanding Medicare?
What is the purpose of the Statement of Understanding? It ensures that when consumers sign the Medicare Advantage and/or Part D Enrollment Application, they are acknowledging their understanding that they are actually enrolling, in which plan they are enrolling, and standard disclosures.
Does Medicare send emails?
Look at your “Medicare Summary Notice,” or MSN that you get in the mail every 3 months for Part A and Part B-covered services. (If you've signed up to receive these electronically, you'll get an email every month when MSNs are available in your secure Medicare account.
Do Medicare reps go door to door?
Medicare officials don't go to door-to-door and will only correspond with recipients via phone or email if prompted to first. Official insurance communication is always mailed.
What can a scammer do with my Medicare number?
The scammer, usually associated with a telemarketing firm, will pitch fake benefit plans over a phone call. Typically, these plans will require you to disclose personal details to enroll. Once you share your information, the scammer may use it to steal your identity and bill Medicare for services you did not receive.
Which of the following must you not do when marketing UnitedHealthcare Medicare Advantage or prescription drug plans to consumers?
As an agent, you must not do which of the following when marketing UnitedHealthcare Medicare Advantage plans to consumers? Use providers or provider groups to distribute printed information comparing benefits of different health plans without approval.