Do you plan to host a Sales or Educational Event this AEP? Do you know all the rules associated with Events? If not, you could be setting yourself up for a CMS violation.
- Formal Sales Events are a more structured event using an audience/presenter type format.
- Informal Sales Events utilize a less structured format; for example, a table, kiosk, etc. that is manned by a sales representative where consumers must initiate the conversations.
DO’S AND DON’TS AT AGENT HOSTED EVENTS
*Some carriers may require reporting of Educational Events as well, so know your carriers’ guidelines.
*Show up to all scheduled events and arrive 15 min early to your event!