From:                                   Regnier, Erin Y [erin_y_regnier@uhc.com]

Sent:                                    Wednesday, October 01, 2008 7:45 PM

Subject:                                UnitedHealth Producers - Sales Event Reminders

Attachments:                      CMS SALES EVENT TEMPLATE.xls; SAO-033 Sales and Community Event Reporting.doc

 

DISTRIBUTION OPERATIONS &COMPLIANCE Communications CORNER

Latest Information on Marketing, Compliance, Technology, and Sales Tips

Date

September 19, 2008

ID

 

 

REMINDER—Sales & Community Event Reporting

What are Sales & Community Events: 

Any situation where a sales presentation is made outside of a home interview or a one-on-one interview:

·        Nursing Homes/Senior Center

·        Restaurants

·        Healthcare facilities

·        Hotel/Motel/Lodge

·        Parks & Recreational

·        Community Centers/YMCA

·        Fitness Centers/Gyms

·        Country Clubs

·        School, Churches, Libraries

·        Event Booths

·        Physician and provider offices

·        Townhalls

CMS Monthly Reporting & Rules

15th of each month for upcoming events and every Friday for any changes to report

·      All FMOs must report monthly sales events for all products.

·      FMOs must report all of their agents’ upcoming sales events by the 15th of the month, one-month prior to the meeting date. Events will be reported to CMS by the 20th of each month (business day).

·      Options for reporting scheduled meetings through the Producer Help Desk (PHD) are as follows:

1.         Email phd@uhc.com

2.         Fax  (714) 825-5309

3.         Phone (888) 381-8581

 

·      Reported sales events are documented in Service Gold based on the reporting party (FMO/GA/Broker/Agent) note: FMOs may act on behalf of their hierarchy; FMOs will be held responsible for the reporting of the Solicitors.

·        If there are no scheduled sales events are planned, FMOs are instructed to respond with, “No Planned Marketing or Sales Events”.

·        Events added after the 15th must be reported to the PHD immediately. These events will be included in a weekly report sent to CMS.

·        Once the monthly extract has been done from Service Gold, the event cannot be cancelled without the permission of your Regional Director of Broker Sales.

·        If you have already set up an event but made a mistake in the correct date, time and/or location of the meeting THEN you can make changes to reflect the correct information.

·        Failure to adequately report under UHG, CMS and other regulatory agency guidelines will result in disciplinary measures, including contract suspension up to termination.

PLEASE READ: Sales & Community Events Policy and Procedures:

 

Thank you for your continued support and reinforcement

of this policy & practice!

Questions regarding this communication, please contact your Regional Director of Broker Sales or the Producer Help Desk (PHD) at 888-381-8581.

 

 



This e-mail, including attachments, may include confidential and/or
proprietary information, and may be used only by the person or entity to
which it is addressed. If the reader of this e-mail is not the intended
recipient or his or her authorized agent, the reader is hereby notified
that any dissemination, distribution or copying of this e-mail is
prohibited. If you have received this e-mail in error, please notify the
sender by replying to this message and delete this e-mail immediately.