Sales Compliance Webinar: recording available

CMS Do’s and Don’ts

Our Medicare Sales user group put their fingers on CMS marketing and sales compliance updates.  They identified this as one key area where a webinar would really help them prepare for the upcoming AEP season.  They wanted to know:

  • What has changed in the Medicare Marketing Guidelines since last year?
  • How can we be sure we have the right interpretation of the differences between educational and marketing events? 
  • When does the scope of appointment fail to meet CMS guidelines?
  • What are the special situations I have that are more specific than the guidelines?
  • What is CMS surveillance going to look like this AEP season?

 

When is it and What Is Being Discussed?

RISE asked Katrina Pelto to speak to our sales group to address these questions and much more. Katrina is an independent consultant with an extensive background in compliance oversight and management.  She provides regulatory affairs and compliance services to managed care organizations, insurance companies, and related businesses. She served as Regulatory Affairs Director for PacifiCare / SecureHorizons for 17 years, and has since consulted with numerous MA plans from coast-to-coast for several years.  Katrina is in-demand, but we have succeeded in recruiting her to speak to you on this special event, a RISE original program.

 

Register now and mark your calendars for August 19, 2014.  This is a 90 minute program that starts at 1:30 p.m. EDT. 

The updates and changes to CMS regulations are taken into account in this webinar. 

The presentation will focus on CMS sales and marketing do’s and don’ts affecting agents and brokers in the hustle bustle of the AEP as well as during the lock-in period.  It is essential that your sales management, staff and contracted brokers / agents are completely current on these critical elements:

•              Differences between marketing events and educational events

•              Appropriate use of scope of appointment forms

•              Allowed and prohibited activities when contacting beneficiaries

•              Impact of CMS surveillance activities

 

This presentation will conclude with a review of 3 sales and marketing case studies to be followed by a question and answer period where you can clarify and test your understanding of these regulations.  

 

Who Should Be Signing Up?

This webinar is of particular interest to both sales staff and management, compliance officers and sales training personnel.  This applies not only to Medicare Advantage health plans and PDPs, but to all sales channels and downstream agents. 

How Do I Get Access to the Recording? 

RISE Contact:   Kevin Mowll  kmowll@risehealth.org

831-465-2283

 


Categories: Medicare Sales
Tags: Compliance

Log on to Your Rise Account

Forgot your password?
Create an Account

Association Sponsors

Latest Posts

It’s not Obamacare anymore. It’s our national health-care system.

By Drew Altman and Larry Levitt July 29 Drew Altman is president and chief executive of the Henry J. Kaiser Family Foundation. Larry Levitt is senior vice president of the Kaiser Foundation. Republicans failed to repeal and replace the Affordable Care Act early Friday because of divisions within their own ranks, and because they tried not only to repeal and replace the ACA but also to cut and cap the Medicaid program, generating opposition from many red-state governors and their senators. But most of all, they failed because they built their various plans on the false claim — busted by the Congressional Budget Office — that they could maintain the same coverage levels as the ACA and lower premiums and deductibles, while at the same time slashing about a trillion dollars from Medicaid and ACA subsidies and softening the ACA’s consumer protection regulations. Had they succeeded, they would have won a big short-term victory with their base, which strongly supports repeal, but suffered the consequences in subsequent elections as the same voters lost coverage or were hit with higher premiums and deductibles. ...
Read More

Where to Now? True North Again

By Kevin Mowll, Executive Director of the RISE Association The failure of the Republicans to repeal, replace, or wreck ObamaCare is a wakeup call for everyone, not just Republicans. While the RISE Association steers away from purely political commentary, the lesson of this protracted political mess needs to be called out for the sake of putting our priorities straight around public policy regarding healthcare reform. In the attached Wall Street Journal article, which suggests that bipartisan solutions are the only remaining way forward, the author proffers hope that the blistering truth will be obvious to all the participants in the 7-year-long fracas around repeal and replace. The bloodied players may still brood in frustration that their political wills were not enough to win, but the author wonders if cooler heads will prevail. I, for one, am not so sanguine; yet I can only hope. https://www.wsj.com/articles/republicans-search-for-answers-can-they-find-any-across-the-aisle-1501259286 The lesson I take away from the many years of wrangling is that the ObamaCare political football games demonstrates that political wills are not the way forward. They lose sight of the True North issue at hand. Rather, the failures of both political parties in arriving at a bipartisan solution signals the fact that what is good for America is good healthcare policy, not political prowess over rivals. Governing from the fringe is not sustainable in a democracy. ...
Read More

Upcoming Conference

 

RISE West 2017 

Featuring three pre-conference workshops, and five tracks covering 20+ in-depth session topics, this event is an extraordinary value-proposition you don’t want to miss. Hear from industry thought leaders, as well as health plan and provider group experts who will share practical insights and updated lessons learned from the trenches on critical topics in risk adjustment, quality improvement, data management, coding compliance & more!

More

Upcoming Webinar

The Encounter Management Best Practices Playbook

What encounter best practices can managed care plans put into place to help them manage the pace of change in formats, rules and regulations? What do managed care plans have to stop doing if they want to ensure business continuity with their encounter operations in the face of change and bleeding revenue? What can you do to make sure your plan isn’t one of the ones that figured these things out too late? Join us to get answers to these questions and more on September 12th.

 

Connect With Us

Copyright © 2014 Resource Initiative & Society for Education. All rights reserved.