

AHIP Module 4 - Marketing Medicare Advantage and Part D Plans



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* Score BETA1. Maria Valesquez is a marketing representative with RitzCo, a third-party marketing organization (TPMO). Maria meets with Henry Smythe, who has a website that provides information about different ways to get Medicare. The website allows beneficiaries to put in their name and contact information in order to receive additional information. Henry offers to sell Maria leads obtained through the website. What should Maria do?Maria should ask Henry if the beneficiary of each lead has given oral permission for an agent to call them.Maria should ask Henry to sell the leads to RitzCo, the TPMO with which she is affiliated so that she does not have to pay for them out-of-pocket.Maria should consider buying the leads because the beneficiaries specifically asked to receive additional information, thereby allowing her to call them.Maria should pass on Henry’s offer. Henry’s website is a TPMO, and for a TPMO to provide contact information to another TPMO (including an agent/broker or FMO), it has to have prior express written consent that identifies each entity that will receive the information.
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Max file size: 10MB
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