Unsolicited Contacts. 1. Except as otherwise specified in the Agreement, the ACO may use and may permit its Participant Providers, Preferred Providers, and other individuals or entities performing functions or services related to ACO Activities or Marketing Activities to conduct Marketing Activities through unsolicited direct contact with Beneficiaries using conventional mail and other print media or email, provided that Beneficiaries are given an opportunity to opt-out of subsequent unsolicited contacts.
2. The ACO is prohibited and shall prohibit its Participant Providers, Preferred Providers, and other individuals or entities performing functions or services related to ACO Activities or Marketing Activities from using Marketing Materials and conducting Marketing Activities through the use of door-to-door solicitation, including leaving information such as a leaflet or flyer at a residence, approaching Beneficiaries in common areas, such as parking lots, hallways, lobbies, sidewalks, or using telephonic solicitation, including text messages and leaving voicemail messages. This restriction does not apply to solicitation in common areas of a health care setting, which is subject to the limitations of paragraphs (3) through
Unsolicited Contacts. 1. Except as otherwise specified in the Agreement, the ACO may use and may permit its Participant Providers, Preferred Providers, and other individuals or entities performing functions or services related to ACO Activities or Marketing Activities to conduct Marketing Activities through unsolicited direct contact with Beneficiaries using conventional mail and other print media or email, provided that Beneficiaries are given an opportunity to opt-out of subsequent unsolicited contacts.
2. The ACO is prohibited and shall prohibit its Participant Providers, Preferred Providers, and other individuals or entities performing functions or services related to ACO Activities or Marketing Activities from using Marketing Materials and conducting Marketing Activities through the use of door-to-door solicitation, including leaving information such as a leaflet or flyer at a residence, approaching Beneficiaries in common areas, such as parking lots, hallways, lobbies, sidewalks, or using telephonic solicitation, including text messages and leaving voicemail messages. This restriction does not apply to solicitation in common areas of a health care setting, which is subject to the limitations of paragraphs (3) through (5) of this Section 5.04.M and, if the ACO has selected to participate in SVA, Appendix C of the Agreement.
3. The ACO may conduct and may permit Participant Providers, Preferred Providers, and other individuals and entities performing ACO Activities or Marketing Activities on behalf of the ACO to conduct Marketing Activities in common areas of a health care setting. Common areas of a health care setting include, but are not limited to, common entryways, vestibules, waiting rooms, hospital or nursing home cafeterias, and community, recreational, or conference rooms.
4. Except as provided in paragraph (5) of this Section 5.04.M, the ACO is prohibited and shall prohibit its Participant Providers, Preferred Providers, and other individuals and entities performing ACO Activities or Marketing Activities on behalf of the ACO from conducting Marketing Activities in restricted areas of a health care setting. Restricted areas of a health care setting include, but are not limited to, exam rooms, hospital patient rooms, treatment areas (where patients interact with a health care provider and his/her clinical team and receive treatment, including dialysis treatment facilities), and pharmacy counter areas (where patients interact with pharmacy providers and obtain medicat...
Unsolicited Contacts a. Producer may not do any of the following:
1. Place any outbound marketing calls to Members or to beneficiaries unless the beneficiary requested the call;
2. Place calls to former Members who have disenrolled or to current Members who are in the process of voluntarily disenrolling, to market plans or products. Members who are voluntarily disenrolling from a plan should not be contacted for sales purposes or be asked to consent in any format to further sales contacts;
3. Place calls to Members or beneficiaries to confirm receipt of mailed information, unless otherwise set forth herein;
4. Place calls to Members or beneficiaries to confirm acceptance of appointments made by third parties or independent agents;
5. Approach Members or beneficiaries in common areas (i.e. parking lots, hallways, lobbies, etc.)
6. Place calls or visit Members or beneficiaries who attended a sales event, unless the Member or beneficiary gave express permission at the event for a follow-up visit or call. Any such permission must be event specific and shall not be treated as open-ended permission for future calls. Any such permission must be documented.
7. Place calls based on referrals. If an individual would like to refer a friend or relative to an agent or plan sponsor, the agent or plan sponsor may provide contact information such as a business card that the individual may give to the friend or family member. In all cases, a referred individual needs to contact the plan or agent/broker directly.
b. Producer may do the following:
1. Place a call to a Member or beneficiary that Producer enrolled into an Customer Medicare Advantage and/or Part D plan as long as the Member remains enrolled with the Customer plan; or
2. Place a call to a beneficiary who has expressly given permission for Producer to contact them, for example by filling out a business reply card or asking a Customer Service Representative of Customer to have an Producer contact them. This permission by the beneficiary applies only to Customer Medicare Advantage and/or Part D plans for the duration of that transaction or as otherwise indicated by the beneficiary.
3. Return phone calls and messages, so long as they were unsolicited.
Unsolicited Contacts. 1. Except as otherwise specified in the Agreement, the DCE may use and may permit its DC Participant Providers, Preferred Providers, and other individuals or entities performing functions or services related to DCE Activities or Marketing Activities to conduct Marketing Activities through unsolicited direct contact with Beneficiaries using conventional mail and other print media or email, provided that Beneficiaries are given an opportunity to opt-out of subsequent unsolicited contacts.
2. The DCE is prohibited and shall prohibit its DC Participant Providers, Preferred Providers, and other individuals or entities performing functions or services related to DCE Activities or Marketing Activities from using Marketing Materials and conducting Marketing Activities through the use of door-to-door solicitation, including leaving information such as a leaflet or flyer at a residence, approaching Beneficiaries in common areas, such as parking lots, hallways, lobbies, sidewalks, or using telephonic solicitation, including text messages and leaving voicemail messages. This restriction does not apply to solicitation in common areas of a health care setting, which is subject to the limitations of paragraphs (3) through (5) of this Section 5.04.M and, if the DCE has selected to participate in Paper-Based Voluntary Alignment, Appendix C of the Agreement.
3. The DCE may conduct and may permit DC Participant Providers, Preferred Providers, and other individuals and entities performing DCE Activities or Marketing Activities on behalf of the DCE to conduct Marketing Activities in common areas of a health care setting. Common areas of a health care setting include, but are not limited to, common entryways, vestibules, waiting rooms, hospital or nursing home cafeterias, and community, recreational, or conference rooms.
4. Except as provided in paragraph (5) of this Section 5.04.M, the DCE is prohibited and shall prohibit its DC Participant Providers, Preferred Providers, and other individuals and entities performing DCE Activities or Marketing Activities on behalf of the DCE from conducting Marketing Activities in restricted areas of a health care setting. Restricted areas of a health care setting include, but are not limited to, exam rooms, hospital patient rooms, treatment areas (where patients interact with a health care provider and his/her clinical team and receive treatment, including dialysis treatment facilities), and pharmacy counter areas (where patients interact wi...
Unsolicited Contacts. Entity Producer may not do any of the following:
a. Place any outbound marketing calls to Members or to beneficiaries unless the beneficiary requested the call;
b. Place calls to former Members who have disenrolled or to current Members who are in the process of voluntarily disenrolling, to market plans or products;
c. Place calls to Members or beneficiaries to confirm receipt of mailed information, unless otherwise set forth herein;
d. Place calls to Members or beneficiaries to confirm acceptance of appointments made by third parties or independent agents;
e. Approach Members or beneficiaries in common areas (i.e. parking lots, hallways, lobbies, etc.)
f. Place calls or visit Members or beneficiaries who attended a sales event, unless the Member or beneficiary gave express permission at the event for a follow-up visit or call
16.1 Entity Producer may do the following:
a. Place a call to a Member or beneficiary that they enrolled into an Anthem Medicare Advantage and/or Part D plan as long as the Member remains enrolled with the Anthem plan; or
b. Place a call to a beneficiary who has expressly given permission for Entity Producer to contact them, for example by filling out a business reply card or asking a Customer Service Representative of Anthem to have an Entity Producer contact them. This permission by the beneficiary applies only to Anthem Medicare Advantage and/or Part D plans for the duration of that transaction or as otherwise indicated by the beneficiary.
Unsolicited Contacts. As set forth in the CMS Manual, Chapter 3 §70, Agent may place a call or make a visit to a beneficiary that it enrolled into an FCC Product, as long as such beneficiary remains enrolled with the FCC plan ("member") or to a beneficiary who has expressly given permission for such contact (e.g. by filling out a business reply card, or asking an FCC Beneficiary Service Representative to have Agent contact beneficiary). Agent is prohibited from the following marketing activities:
a. Placing any outbound marketing calls to beneficiaries, unless the beneficiary requested the call;
b. Placing calls to former members who have disenrolled or to current members who are in the process of voluntarily disenrolling, to market plans or products;
c. Placing calls to members or beneficiaries to confirm receipt of mailed information, unless otherwise set forth herein;
d. Placing calls to members or beneficiaries to confirm acceptance of appointments made by third parties or independent agents;
e. Approaching members or beneficiaries in common areas (e.g. parking lots, hallways, lobbies, etc.);
f. Placing calls to or visiting members or beneficiaries who attended a sales event, unless the members or beneficiaries gave express permission for such follow-up contact; or
g. Marketing non-health care related products (such as annuities and life insurance) to beneficiaries during any Medicare Advantage sales activity or presentation ("cross-selling").
Unsolicited Contacts. Representative may not do any of the following:
a. Place any outbound marketing calls to Members or to beneficiaries, including leaving electronic voicemail messages or text messaging, unless the beneficiary expressly given permission to be contacted;
b. Place calls to former Members who have disenrolled or to current Members who are in the process of voluntarily disenrolling, to market plans or products;
c. Place calls to Members or beneficiaries to confirm receipt of mailed information, unless otherwise set forth herein
d. Place calls to Members or beneficiaries to confirm acceptance of appointments made by third parties or independent agents;
e. Approach Members or beneficiaries in common areas (i.e. parking lots, hallways, lobbies, etc.)
f. Place calls or visit Members or beneficiaries who attended a sales event, unless the Member or beneficiary gave express permission at the event for a follow-up visit or call.
g. Door to door solicitation, including leaving information such as a leaflet or flyer at a residence or car.
16.1 Representative may do the following:
a. Place a call to a Member or beneficiary that they enrolled into an MCS Medicare Advantage and/or Part D plan as long as the Member remains enrolled with the MCS plan; or
b. Place a call to a beneficiary who has expressly given permission for Representative to contact them, for example by filling out a business reply card or asking a Customer Service Representative of MCS to have an Representative contact them. This permission by the beneficiary applies only to MCS Medicare Advantage and/or Part D plans for the duration of that transaction or as otherwise indicated by the beneficiary.
