How to Stay Compliant During OEP

The annual open enrollment period (OEP) for Medicare Advantage is here! OEP takes place from January 1 through March 31. During this time, individuals enrolled in an MA plan can make a one-time election to switch to another MA plan (with or without Part D coverage) or return to Original Medicare (with or without Part D coverage).

It's important to know what to do and what not to do during OEP. To help you stay compliant, Cigna has put together some helpful tips for you below.

During OEP, you can do the following:

•  Market to Medicare Advantage age-ins who have not yet made an enrollment decision.
•  Market 5-Star plans due to their continuous enrollment SEP. (Cigna has 5-Star plans available in multiple states. Click here to learn more.)
• Market to D-SNP-eligible and LIS beneficiaries who, in general, may make changes once per calendar quarter during the first 9 months of the year.
• Send marketing materials when a customer requests information.
• Conduct one-on-one meetings at the customer's request.
•  Provide information about OEP through the call center if a customer asks.

During OEP, you cannot do the following:

• Send unsolicited materials advertising or referencing OEP directly to your customers.
• Purchase mailing lists or other identifying information to specifically target customers during OEP.
• Engage in or promote activities intended to target OEP as an opportunity to make further sales.
• Call or otherwise contact customers who selected a new plan during AEP.

To view the full Code of Federal Regulations, click here.