Are you ready for the Open Enrollment Period (OEP)?

Who is Eligible?

In addition, the OEP is not available to those enrolled in Medicare Savings Accounts or other Medicare health plan types (such as cost plans or PACE).

Broker Do’s and Don’ts

Producers May NOT:

• Send unsolicited materials advertising the ability/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 AEP, by purchase of mailing lists or other means of identification
• Engage in or promote agent/broker activities that intend to target the OEP as an opportunity to make further sales
• Call or otherwise contact former enrollees who have selected a new plan during the AEP
• Use marketing pieces that highlight the OEP or the opportunity to change plans during the OEP
• Make assumptions on which election period to use.

Producers May:

• Educate consumers about the OEP if you are enrolling them into a plan, or they have reached out to you about their dissatisfaction with their current plan
• At a beneficiary’s proactive request, send marketing materials, have one-on-one meetings, and provide information on the OEP
• Market to age-ins (who have not yet made an enrollment decision)
• Market to dual-eligible and low-income subsidy (LIS) beneficiaries who, in general, may make changes once per calendar quarter during the first nine months of the year