12/21/2007
Reminder about Medicare sales practices
Just as we are in the midst of Medicare's annual election period, we're certain that you are very busy assisting your Medicare clients. In order to help you keep on track with CMS-compliant sales practices, the following 10 simple reminders will assist you as you work to meet your clients' needs.
- Refer to a Medicare-eligible individual as a "beneficiary" and not as “over 65” or a "senior." Medicare has age and health status qualifications.
- Clearly explain Medicare's election periods - AEP, OEP, SEP, etc.
- Do not identify yourself as a Regence employee. Explain that you are certified to represent Regence products.
- Do not distribute sales material that has not been reviewed - This includes letters, flyers and ads.
- New members must receive a provider directory at the time of enrollment.
- Do not say "Regence is approved/endorsed by Medicare." Instead use verbiage such as "Regence is a health plan with a Medicare Advantage contract."
- Comply with the national Do Not Call Registry.
- Do not attempt to sell other products during an in-home appointment with a Medicare Advantage prospect.
- Door prizes, drawings, gifts or meals must be worth no more than $15 nominal value and cannot be easily converted into cash.
- No door-to-door solicitation - An appointment must be set prior to visiting a beneficiary's home.
Please keep these and other CMS Guidelines in mind as you are out in the field selling. If you have questions, please talk to your Regence Consumer Sales contact.
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