Marketing (original format)
Term Definition
Marketing is distinguished from
communication by these two 1) Intent 2) Content
concepts:
draw prospect/current enrollees attention to a plan
What is marketing intent?
or group of plans to influence a bene decision
marketing activities and materials like info on
What is marketing content? Some
benefits or premiums/cost sharing, comparisons to
examples:
other plans, rankings, Star ratings etc.
How are marketing activities
Setting, Who may market, timing, contact, content
regulated? 5 main ways
plan presentation, events, meeting in person with
Provide just 2 examples of marketing
bene, health fairs, accepting enrollment forms at
activities
marketing/sales events
content - may require certain disclaimers and
Explain the regulation of marketing
prohibits some language review + approval - all
materials in terms of content and the
marketing materials be submitted to CMS for
review/approval process
approval and review
, What is the one exception to the if the materials are developed for us with
review/approve process? employer/union group members
What are the 5 types of medicare
health plans and Part D plans that MA, MA-PD, PDPs. 1876 Cost Plans, MMPs
the CMS rules apply to?
Which type of Medicare health plan
may have different rules for MMP
marketing based on the state?
True or False: Marketing
Representatives from third party False, same rules apply up and down stream from
marketing firms are exempt from plan
CMS regulations
True or False: Plan sponsors who
wish to market in a specific state
must contract with or employ True
marketing representatives who are
licensed by the state in question
What continuing education criteria
do marketing reps employed (or pass a written test each year, unless they ONLY sell
contracted) need to meet? What is union/employer group coverage
the exception?
What unsolicited activities are
door to door, approaching in-person, telephone,
marketing reps prohibited from
text messages (on all platforms), referrals
doing?
What unsolicited activities are email, conventional mail, print media adverts,
marketing reps not prohibited from return calls from prospects who initiate, call benes