Lead Generation. Agent or Agency, when performing lead generating activities shall inform the Beneficiary that the Beneficiary’s information will be provided to a licensed agent for future contact, or that the Beneficiary is being transferred to a licensed agent who can enroll him or her into a new plan. 1. When Agent or Agency is providing the Beneficiary’s information to a licensed agent for future contact, Agent or Agency shall inform the Beneficiary of such activity in accordance with the following standards: a) Verbally when communicating with the Beneficiary through the telephone; b) In writing when communicating with the Beneficiary through mail or other paper means; and c) Electronically when communicating with the Beneficiary through email, online chat, or other electronic messaging platform. 2. When Agent or Agency is transferring the Beneficiary to a licensed agent, Agent or Agency shall disclose to the Beneficiary that the Beneficiary is being transferred to a licensed agent who can enroll the Beneficiary into a new Plan.
Appears in 3 contracts
Sources: Medicare Regulatory Requirements Addendum, Medicare Regulatory Requirements Addendum, Medicare Regulatory Requirements Addendum