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During the Open Enrollment Period (OEP) each year, MA beneficiaries can change plans or switch to Original Medicare. Please remember that the beneficiary must currently be on a Medicare Advantage plan in order to enroll into one of our MAPD, MA, C-SNP or D-SNP plans. If they switch to Original Medicare, they may enroll in a standalone prescription drug plan. This is a one-time per member per year opportunity.
During the OEP, you may:
- Conduct marketing activities that focus on other enrollment opportunities, including but not limited to marketing to age-ins (who have not yet made an enrollment decision), marketing by 5-star plans regarding their continuous enrollment special election period (SEP), and marketing to dual-eligible and LIS beneficiaries who, in general, may make changes once per calendar quarter during the first 9 months of the year;
- Send marketing materials when a beneficiary makes a proactive request;
- At the beneficiary's request, have one-on-one meetings with a sales agent;
- At the beneficiary's request, provide information on the OEP through the call center; and
- Include educational information, excluding marketing, on the MA organization's website about the existence of OEP.
During the OEP, you may not:
- Send unsolicited materials advertising the ability or opportunity to make an additional enrollment change or referencing the OEP;
- Specifically target beneficiaries who are in the OEP because they made a choice during Annual Enrollment Period (AEP) by purchase of mailing lists or other means of identification;
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Engage in or promote agent or broker activities that intend to target the OEP as an opportunity to make further sales; or
- Call or otherwise contact former enrollees who have selected a new plan during the AEP.
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