Marketing for 2021 Annual Enrollment Period - Reminder
The 2021 Annual Enrollment Period (AEP) is just around the corner, starting on October 15th and ending on December 7th 2020. It is important to remember that The Centers for Medicare & Medicaid Services (CMS) do not allow any marketing for AEP to take place before October 1st. "Marketing" includes the following examples:
Contacting consumers to solicit an appointment.
Completing an enrollment application.
Hosting or advertising an event where 2021 plans will be discussed.
Talking about 2021 plan rates, options or benefits over the phone or during an appointment.
Obtaining a 2021 Scope of Appointment.
Sharing content regarding AEP on social media or via email.
Rule of thumb: If the purpose of the marketing activity is to eventually solicit an appointment for AEP, per CMS, it is NOT acceptable before October 1st 2020. If an agent is found to be marketing for AEP before October 1st, the agent could be penalized from the insurance carrier being marketed, or from CMS.
It is a good idea for agents to take this time before October 1st to work on certifications and becoming Ready to Sell for the 2021 AEP season. Save all marketing efforts for after October 1st.