Agents may not conduct a marketing or event immediately following an educational event at the same location. The following are acceptable practices at educational events Distributing communication (non marketing) materials. Answering beneficiary initiated questions. Setting up future marketing appointments. Distribute business cards. Distributing and accepting Scope of Appointment forms and permission to call cards Provision of meals are acceptable at educational events. Events Marketing/Sales Events are designed to steer or attempt to steer potential enrollees, or the retention of current enrollees, toward a plan or limited set of plans. The following apply to all marketing/sales events: Centene’s Non-Discrimination Notice must be posted in a prominent location. Sign in sheets must be clearly labeled as optional. Agents may not require attendees to provide contact information as a prerequisite for attending an event. Agents should announce their name, the company they represent and all plans to be discussed during the presentation’s introduction. Agents may only use Centene/CMS approved sales presentations . Agents may not provide meals at sales/marketing events (refreshments or light snacks are acceptable). Centene has developed a Event Checklist to assist agents in conducting compliant and effective sales presentations. The checklist is available on the health plan website within the For section. Brokers Non-Discrimination Requirements
Agents may not conduct a marketing or event immediately following an educational event at the same location. The following are acceptable practices at educational events Distributing communication (non marketing) materials. Answering beneficiary initiated questions. Setting up future marketing appointments. Distribute business cards. Distributing and accepting Scope of Appointment forms and permission to call cards Provision of meals are acceptable at educational events. Events Marketing/Sales Events are designed to steer or attempt to steer potential enrollees, or the retention of current enrollees, toward a plan or limited set of plans. The following apply to all marketing/sales events: Centene’s Non-Discrimination Notice must be posted in a prominent location. Sign in sheets must be clearly labeled as optional. Agents may not require attendees to provide contact information as a prerequisite for attending an event. Agents should announce their name, the company they represent and all plans to be discussed during the presentation’s introduction. Agents may only use Centene/CMS approved sales presentations . Agents may not provide meals at sales/marketing events (refreshments or light snacks are acceptable). Centene has developed a Event Checklist to assist agents in conducting compliant and effective sales presentations. The checklist is available on the health plan website within the For Brokers section. Non-Discrimination Requirements