New York Legal Question for Medicare Advantage

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Hey everyone,

I'm wondering if anyone knows if it's legal to hire an appointment setter for medicare advantage in NYS? I've got a kid who's hungry but doesn't have his license yet and I'd love to get him on the phone setting appointments for me from my LIS leads. If it's legal, how far can he take it? I know he can't go into specific plans, but can he find out what the client has and speak in generalities?

Thanks to all!
 
Hey everyone,

I'm wondering if anyone knows if it's legal to hire an appointment setter for medicare advantage in NYS? I've got a kid who's hungry but doesn't have his license yet and I'd love to get him on the phone setting appointments for me from my LIS leads. If it's legal, how far can he take it? I know he can't go into specific plans, but can he find out what the client has and speak in generalities?

Thanks to all!

To answer your question. No.
RE: Medicare Advantage Marketing Practices
Prohibited activities include, but are not limited to, the following:
  • Outbound marketing calls, unless the beneficiary requested the call. This includes contacting existing members to market other Medicare products.
  • Calls to market health plans or products to former members who have disenrolled, or to current members who are in the process of voluntarily disenrolling.
  • Calls to beneficiaries to confirm receipt of mailed information.
  • Calls to beneficiaries to confirm acceptance of appointments made by third parties or independent agents.
  • Approaching beneficiaries in common areas (i.e. parking lots, hallways, lobbies, etc.)
  • Calls or visits to beneficiaries who attended a sales event, unless the beneficiary gave express permission at the event for a follow-up call or visit.
 
:no:
That is the kind of thinking that gives us all a bad reputation. Even if intended as a joke.

Nah, jokes are fine. It's the folks that take them too seriously that make insurance agents seem boring!
 
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