AHIP Module 4-Marketing Medicare Advantage and Part D Plans
Question 1: Can you request RSVPs from new Medicare beneficiaries for a marketing event?
Answer: Yes, but you are not permitted to require contact information.
Question 2: If you didn't pass the training tests for Medicare Advantage...
AHIP Module 4-Marketing Medicare Advantage and Part D Plans
Question 1: Can you request RSVPs from new Medicare beneficiaries for a marketing event?
Answer: Yes, but you are not permitted to require contact information.
Question 2: If you didn't pass the training tests for Medicare Advantage and Part D plans, what can you
do?
Answer: You will not be able to represent any MA or Part D plan until you complete the training and
achieve an adequate score, although you won't have to take a test if you exclusively market
employer/union group plans and the companies don't require testing.
Question 3: How can a Medicare Advantage plan sponsor obtain authorization to use enrollees'
protected health information (PHI) to market non-health related products?
Answer: The plan must obtain authorization from the enrollees, which may be done by directing them to
a website with a mechanism for electronic signature that is valid under applicable law.
Question 4: Is it true that marketing on behalf of a plan is not subject to the same requirements as the
plan itself?
Answer: No, marketing on behalf of a plan is considered marketing by the plan and requires all
contracted and employed agents to comply with all Medicare marketing rules.
Question 5: How can you market an MA plan at a neighborhood pharmacy while complying with
marketing requirements?
Answer: You must set up your table, make marketing presentations, and accept enrollment applications
only in common areas outside of where patients wait for services from the pharmacist.
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