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Just to be safe, I have all seniors sign a scope. Even if all they are buying is senior dental.
Not a bad idea.
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Just to be safe, I have all seniors sign a scope. Even if all they are buying is senior dental.
Compliant with CMS guidelines pursuant to rule:
422.2262, 423.2262
Third party marketing materials, including materials created by agents/brokers, must be submitted to the plan sponsor prior to use for review and approval and follow the guidance in § 30.5 and 120.4. Materials that are generic in nature and do not discuss content specific to plan benefits or cost-sharing or include plan names will not require review and approval. Generic materials may reference the different product types (e.g., MA plan, MA-PD plan, section 1876 cost plan, PDPs) offered by the agent.
Got an email response today. Does not require CMS approval, or approval by any carrier or have to be submitted to their marketing department.
This is nothing new. The regs have always been written this way. If you are planning on sending out generic material, why would you bother with a "Scope of Appointment" when it would obviously not be required?
If you would read the rest of the thread, this is a form I was sending out with the scope of appointment to explain to people where/how to sign it, and at the same time it suggests that they should invite other people to the appointment.
The form is intended to be followed by a MA appointment or god forbid a standalone part D appointment (which I'm trying to not do at all if I can help it).
I never thought it required approval but others on the board and even people in the carrier's office thought it might, and CMS clarified that it doesn't.