Soa on Telephonic Sales

[Justin Bilyj]

If you look at the Medicare Marketing Guidelines Chapter 2 Section 70.9.2 "Personal/Individual Marketing Appointments", it now classifies a one on one meeting with a beneficiary to be a conference call. It states it would require a SOA for telephonic meetings.

"All Plan/Part D Sponsor one-on-one appointments with beneficiaries, regardless of the venue (e.g., in home, conference call, library), are considered sales/marketing events and must follow the scope of appointment guidance"

The other side of that, it wasn't requirement last year, but now seems like it is. Which means, it should be in red (indicating changes from year to year in their updates), so I dont know if it was a mistake, but either way, that's what the regulations state now.

You are correct on that being inserted this year.

 

[sman]

It won't be long and we'll have to get a SOA if we intend to go out in public where seniors may be present.

 

[bluediamond]

If you look at the Medicare Marketing Guidelines Chapter 2 Section 70.9.2 "Personal/Individual Marketing Appointments", it now classifies a one on one meeting with a beneficiary to be a conference call. It states it would require a SOA for telephonic meetings.

"All Plan/Part D Sponsor one-on-one appointments with beneficiaries, regardless of the venue (e.g., in home, conference call, library), are considered sales/marketing events and must follow the scope of appointment guidance"

The other side of that, it wasn't requirement last year, but now seems like it is. Which means, it should be in red (indicating changes from year to year in their updates), so I dont know if it was a mistake, but either way, that's what the regulations state now.

mmmmmm must have missed that.

 

[XxROMExX]

mmmmmm must have missed that.

This year's update is such a captivating page turner, I dont know how you would have missed that!

 

[GreenSky]

So let see. We're not allowed to require a face to face. We are required to give information by phone.

Just how are we supposed to do a SOA?

Rick

 

[senior-advisor-indiana]

So let see. We're not allowed to require a face to face. We are required to give information by phone.

Just how are we supposed to do a SOA?

Rick

You need to find someone that will talk to you first. You have nothing to worry about...

 

[GreenSky]

You need to find someone that will talk to you first. You have nothing to worry about...

I was speaking about others. Although I did speak with ATC today.

Rick