Thank you for your responses. I guess I didn't phrase my question very well. What I need to know is what exactly can be said during the MA
season (I know you're not supposed to call regarding MA
, but we have been instructed to call at the agency where I work about "Medicare changes") that won't violate any CMS regulations.
The agency I am working for currently sends out some type of pamphlet (I have never seen the pamphlet), and, if interested, the consumer sends back a lead card stating that he/she is interested in "free Medicare changes information".
When calling, we state that we received the card and have additional information to get to him/her, but we need more information from him/her to get the information ready.
We ask the birthdate and how his/her health has been (has he/she ever had to use a wheelchair, walker, or oxygen, and in the last three years, has he/she had a history of heart trouble, strokes, or diabetes.
We then ask if he/she receives any type of government assistance such as Welfare or Medicaid.
If he/she asks what this is about during the conversation, we are supposed to state that it is about Medicare changes and updates. If he/she asks if we are employed by Medicare, we are supposed to state that we are approved by Medicare (I believe that is a CMS violation). When we are scheduling the appointment, and he/she wants to know why we are coming, we are supposed to state that we will be there to conduct a free review to ensure that he/she is getting everything he/she is entitled to. If he/she asks if this is regarding insurance, we are supposed to say that we can make arrangements for insurance.
Is there a site where I could obtain any examples of scripts that are legitimate?