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Marketing Models, Standard Documents, and Educational Material

This section includes standardized outreach and educational material for Medicare Advantage Plans, Medicare Advantage Prescription Drug Plans, Prescription Drug Plans, and 1876 Cost Plans. 

2010 Pilot Agent and Broker Training and Testing Module

The content of the training slides from CMS' 2010 Pilot Agent and Broker Training and Testing Module is posted below. The pilot was launched to participating organizations and sponsors on July 31, 2009.

Outbound Enrollment Verification Models

As provided in the October 8, 2009, HPMS memorandum entitled "Clarification of the Outbound Enrollment Verification Requirements in Section 70.6 of the Medicare Marketing Guidelines," CMS is providing for use by all plan sponsors a model enrollment verification letter and a model outbound enrollment verification script. Both models are posted below.

Downloads
Outbound Enrollment Verification models [zip, 30Kb]

2010 Pilot Agent and Broker Training and Testing Module [zip, 17.5Mb]

2010 Model Cover Memo [pdf, 38Kb]

2010 Models and Checklists [zip, 114Kb]

11/10/2008 HPMS Memo & attachments re: unsolicited contacts, employer/union group plans, scope of appointments, and other marketing provisions [zip, 102Kb]
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Page Last Modified: 11/19/2009 9:31:34 AM
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